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Wealth Preservation Advisors’s Costco COST Stock Holding History

Wealth Preservation Advisors’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
Q1 		$71.7K Buy
72
+71
+7,100% +$69.2K 0.06% 132
2025
Q4 		$862 Hold
1
– – ﹤0.01% 568
2025
Q3 		$926 Hold
1
– – ﹤0.01% 540
2025
Q2 		$990 Buy
+1
New +$994 ﹤0.01% 539

Other funds holding COST

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
DAM
Diamant Asset Management Ridgefield, Connecticut $137B AUM 18.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wealth Preservation Advisors's COST Position: Q1 2026 in Review

Wealth Preservation Advisors increased its Costco (COST) stake by 7,100% in Q1 2026, buying an estimated $69.2K and bringing the position to 72 shares worth $71.7K. The position accounts for 0.06% of the portfolio, ranked #132.

Wealth Preservation Advisors first reported a position in COST in Q2 2025 and has held it in 4 quarters since. 4,238 funds tracked by Wall St. Rank hold COST as of Q1 2026.

  • Wealth Preservation Advisors held 72 shares of Costco worth $71.7K as of Q1 2026.
  • Wealth Preservation Advisors bought 71 Costco shares in Q1 2026, an estimated $69.2K.
  • Costco made up 0.06% of Wealth Preservation Advisors's portfolio in Q1 2026, its #132 holding.
  • Wealth Preservation Advisors first reported a position in Costco in Q2 2025 and has held it in 4 quarters since.
  • 4,238 funds tracked by Wall St. Rank held Costco as of Q1 2026.

Based on Wealth Preservation Advisors's 13F filing for Q1 2026, filed 15 May 2026.