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USA FINANCIAL FORMULAS’s Costco COST Stock Holding History

USA FINANCIAL FORMULAS’s Portfolio COST Stock Details COST Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$79.5K Buy
+85
New +$84.7K 0.01% 213

Other funds holding COST

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
EHC
Everett Harris & Co Los Angeles, California $8.14B AUM 14.79% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

USA FINANCIAL FORMULAS's COST Position: Q2 2026 in Review

USA FINANCIAL FORMULAS opened a new position in Costco (COST) in Q2 2026: 85 shares worth $79.5K. The stake represents 0.01% of the portfolio and ranks #213 among its holdings.

2,453 funds tracked by Wall St. Rank hold COST as of Q2 2026.

  • USA FINANCIAL FORMULAS held 85 shares of Costco worth $79.5K as of Q2 2026.
  • Costco was a new USA FINANCIAL FORMULAS position in Q2 2026.
  • Costco made up 0.01% of USA FINANCIAL FORMULAS's portfolio in Q2 2026, its #213 holding.
  • 2,453 funds tracked by Wall St. Rank held Costco as of Q2 2026.

Based on USA FINANCIAL FORMULAS's 13F filing for Q2 2026, filed 4 Aug 2026.