Planning Strategies Inc.’s Costco COST Stock Holding History

Planning Strategies Inc.’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	$22.5K	Buy	+24	New	+$23.9K	0.01%	230

Other funds holding COST

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

Emerald Advisors Bellevue, Washington $796M AUM 2.51% 1-Year Est. Return

PTC

Provident Trust Company Waukesha, Wisconsin $4.77B AUM 29.31% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

TWC

TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Planning Strategies Inc.'s COST Position: Q2 2026 in Review

Planning Strategies Inc. opened a new position in Costco (COST) in Q2 2026: 24 shares worth $22.5K. The stake represents 0.01% of the portfolio and ranks #230 among its holdings.

1,806 funds tracked by Wall St. Rank hold COST as of Q2 2026.

Planning Strategies Inc. held 24 shares of Costco worth $22.5K as of Q2 2026.
Costco was a new Planning Strategies Inc. position in Q2 2026.
Costco made up 0.01% of Planning Strategies Inc.'s portfolio in Q2 2026, its #230 holding.
1,806 funds tracked by Wall St. Rank held Costco as of Q2 2026.

Based on Planning Strategies Inc.'s 13F filing for Q2 2026, filed 27 Jul 2026.