West Wealth Group
COST icon

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
Q3 		$791K Buy
18,896
+18,119
+2,332% +$16.9M 0.12% 55
2026
Q2 		$728K Buy
777
+67
+9% +$66.8K 0.12% 62
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

Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

West Wealth Group's COST Position: Q3 2026 in Review

West Wealth Group increased its Costco (COST) stake by 2,332% in Q3 2026, buying an estimated $16.9M and bringing the position to 18,896 shares worth $791K. The position accounts for 0.12% of the portfolio, ranked #55.

West Wealth Group first reported a position in COST in Q1 2022 and has held it in 14 quarters since. 3,654 funds tracked by Wall St. Rank hold COST as of Q3 2026.

  • West Wealth Group held 18,896 shares of Costco worth $791K as of Q3 2026.
  • West Wealth Group bought 18,119 Costco shares in Q3 2026, an estimated $16.9M.
  • Costco made up 0.12% of West Wealth Group's portfolio in Q3 2026, its #55 holding.
  • West Wealth Group first reported a position in Costco in Q1 2022 and has held it in 14 quarters since.
  • 3,654 funds tracked by Wall St. Rank held Costco as of Q3 2026.

Based on West Wealth Group's 13F filing for Q3 2026, filed 14 Oct 2026.