UFPG
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United Financial Planning Group’s Costco COST Stock Holding History

United Financial Planning Group’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 		$16.8K Hold
18
– – 0.01% 187
2026
Q1 		$17.9K Hold
18
– – 0.01% 143
2025
Q4 		$15.5K Buy
18
+6
+50% +$5.44K 0.01% 166
2025
Q3 		$11.1K Buy
+12
New +$11.5K 0.01% 147

Other funds holding COST

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

United Financial Planning Group's COST Position: Q2 2026 in Review

United Financial Planning Group held its Costco (COST) position steady in Q2 2026 at 18 shares worth $16.8K. The position accounts for 0.01% of the portfolio, ranked #187.

United Financial Planning Group first reported a position in COST in Q3 2025 and has held it in 4 quarters since. The position peaked at $17.9K in Q1 2026. 4,260 funds tracked by Wall St. Rank hold COST as of Q2 2026.

  • United Financial Planning Group held 18 shares of Costco worth $16.8K as of Q2 2026.
  • United Financial Planning Group left its Costco share count unchanged in Q2 2026.
  • Costco made up 0.01% of United Financial Planning Group's portfolio in Q2 2026, its #187 holding.
  • United Financial Planning Group first reported a position in Costco in Q3 2025 and has held it in 4 quarters since.
  • United Financial Planning Group's Costco position peaked at $17.9K in Q1 2026.
  • 4,260 funds tracked by Wall St. Rank held Costco as of Q2 2026.

Based on United Financial Planning Group's 13F filing for Q2 2026, filed 6 Aug 2026.