White Lighthouse Investment Management’s Costco COST Stock Holding History

White Lighthouse Investment Management’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	$290K	Buy	291 +2	+0.7%	+$1.95K	0.04%	125
2025 Q4	$249K	Sell	289 -8	-3%	-$7.25K	0.03%	133
2025 Q3	$275K	Buy	297 +2	+0.7%	+$1.92K	0.04%	122
2025 Q2	$292K	Sell	295 -1	-0.3%	-$994	0.05%	113
2025 Q1	$280K	Sell	296 -18	-6%	-$17.5K	0.05%	115
2024 Q4	$288K	Hold	314	–	–	0.05%	113
2024 Q3	$278K	Buy	+314	New	+$273K	0.05%	115

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

White Lighthouse Investment Management's COST Position: Q1 2026 in Review

White Lighthouse Investment Management increased its Costco (COST) stake by 0.69% in Q1 2026, buying an estimated $1.95K and bringing the position to 291 shares worth $290K. The position accounts for 0.04% of the portfolio, ranked #125.

White Lighthouse Investment Management first reported a position in COST in Q3 2024 and has held it in 7 quarters since. The position peaked at $292K in Q2 2025. 4,238 funds tracked by Wall St. Rank hold COST as of Q1 2026.

White Lighthouse Investment Management held 291 shares of Costco worth $290K as of Q1 2026.
White Lighthouse Investment Management bought 2 Costco shares in Q1 2026, an estimated $1.95K.
Costco made up 0.04% of White Lighthouse Investment Management's portfolio in Q1 2026, its #125 holding.
White Lighthouse Investment Management first reported a position in Costco in Q3 2024 and has held it in 7 quarters since.
White Lighthouse Investment Management's Costco position peaked at $292K in Q2 2025.
4,238 funds tracked by Wall St. Rank held Costco as of Q1 2026.

Based on White Lighthouse Investment Management's 13F filing for Q1 2026, filed 15 May 2026.