Vilga Financial Planning’s Costco COST Stock Holding History

Vilga Financial Planning’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	$357K	Buy	382 +28	+8%	+$27.9K	0.27%	60
2026 Q1	$353K	Sell	354 -6	-2%	-$5.85K	0.32%	55
2025 Q4	$310K	Buy	+360	New	+$326K	0.3%	59

Other funds holding COST

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vilga Financial Planning's COST Position: Q2 2026 in Review

Vilga Financial Planning increased its Costco (COST) stake by 7.9% in Q2 2026, buying an estimated $27.9K and bringing the position to 382 shares worth $357K. The position accounts for 0.27% of the portfolio, ranked #60.

Vilga Financial Planning first reported a position in COST in Q4 2025 and has held it in 3 quarters since. 4,211 funds tracked by Wall St. Rank hold COST as of Q2 2026.

Vilga Financial Planning held 382 shares of Costco worth $357K as of Q2 2026.
Vilga Financial Planning bought 28 Costco shares in Q2 2026, an estimated $27.9K.
Costco made up 0.27% of Vilga Financial Planning's portfolio in Q2 2026, its #60 holding.
Vilga Financial Planning first reported a position in Costco in Q4 2025 and has held it in 3 quarters since.
4,211 funds tracked by Wall St. Rank held Costco as of Q2 2026.

Based on Vilga Financial Planning's 13F filing for Q2 2026, filed 9 Jul 2026.