West Wealth Group’s Costco COST Stock Holding History

West Wealth 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 Q1	$708K	Buy	710 +58	+9%	+$56.5K	0.14%	54
2025 Q4	$563K	Buy	652 +19	+3%	+$17.2K	0.12%	59
2025 Q3	$605K	Sell	633 -20	-3%	-$19.2K	0.14%	54
2025 Q2	$633K	Sell	653 -136	-17%	-$135K	0.16%	47
2025 Q1	$754K	Buy	789 +107	+16%	+$104K	0.22%	36
2024 Q4	$625K	Buy	682 +15	+2%	+$13.9K	0.19%	40
2024 Q3	$591K	Buy	667 +51	+8%	+$44.3K	0.19%	40
2024 Q2	$524K	Buy	616 +149	+32%	+$116K	0.19%	47
2024 Q1	$342K	Buy	467 +12	+3%	+$8.57K	0.13%	58
2023 Q4	$300K	Buy	455 +79	+21%	+$46.8K	0.12%	63
2023 Q3	$212K	Buy	+376	New	+$208K	0.09%	68
2022 Q2	–	Sell	-359	Closed	-$207K	–	67
2022 Q1	$207K	Buy	+359	New	+$188K	0.08%	62

Other funds holding COST

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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 Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

West Wealth Group's COST Position: Q1 2026 in Review

West Wealth Group increased its Costco (COST) stake by 8.9% in Q1 2026, buying an estimated $56.5K and bringing the position to 710 shares worth $708K. The position accounts for 0.14% of the portfolio, ranked #54.

West Wealth Group first reported a position in COST in Q1 2022 and has held it in 12 quarters since. The position peaked at $754K in Q1 2025. 4,236 funds tracked by Wall St. Rank hold COST as of Q1 2026.

West Wealth Group held 710 shares of Costco worth $708K as of Q1 2026.
West Wealth Group bought 58 Costco shares in Q1 2026, an estimated $56.5K.
Costco made up 0.14% of West Wealth Group's portfolio in Q1 2026, its #54 holding.
West Wealth Group first reported a position in Costco in Q1 2022 and has held it in 12 quarters since.
West Wealth Group's Costco position peaked at $754K in Q1 2025.
4,236 funds tracked by Wall St. Rank held Costco as of Q1 2026.

Based on West Wealth Group's 13F filing for Q1 2026, filed 12 May 2026.