Y.D. More Investments’s Costco COST Stock Holding History

Y.D. More Investments’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	$1.23M	Sell	1,260 -328	-21%	-$320K	0.05%	104
2025 Q4	$1.35M	Sell	1,588 -136	-8%	-$123K	0.06%	108
2025 Q3	$1.45M	Buy	1,724 +353	+26%	+$338K	0.08%	102
2025 Q2	$1.3M	Buy	1,371 +535	+64%	+$532K	0.09%	108
2025 Q1	$629K	Buy	836 +91	+12%	+$88.7K	0.06%	137
2024 Q4	$610K	Sell	745 -46	-6%	-$42.7K	0.05%	133
2024 Q3	$590K	Sell	791 -235	-23%	-$204K	0.06%	134
2024 Q2	$775K	Buy	1,026 +115	+13%	+$89.7K	0.08%	114
2024 Q1	$667K	Hold	911	–	–	0.12%	101
2023 Q4	$601K	Buy	911 +11	+1%	+$6.52K	0.12%	101
2023 Q3	$508K	Hold	900	–	–	0.1%	106
2023 Q2	$485K	Hold	900	–	–	0.11%	90
2023 Q1	$447K	Hold	900	–	–	0.1%	90
2022 Q4	$411K	Buy	+900	New	+$440K	0.1%	117

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 $147M AUM 25.76% 1-Year Est. Return

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

Y.D. More Investments's COST Position: Q1 2026 in Review

Y.D. More Investments reduced its Costco (COST) stake by 21% in Q1 2026, selling an estimated $320K and leaving 1,260 shares worth $1.23M. The position accounts for 0.05% of the portfolio, ranked #104.

Y.D. More Investments first reported a position in COST in Q4 2022 and has held it in 14 quarters since. The position peaked at $1.45M in Q3 2025. 4,239 funds tracked by Wall St. Rank hold COST as of Q1 2026.

Y.D. More Investments held 1,260 shares of Costco worth $1.23M as of Q1 2026.
Y.D. More Investments sold 328 Costco shares in Q1 2026, an estimated $320K.
Costco made up 0.05% of Y.D. More Investments's portfolio in Q1 2026, its #104 holding.
Y.D. More Investments first reported a position in Costco in Q4 2022 and has held it in 14 quarters since.
Y.D. More Investments's Costco position peaked at $1.45M in Q3 2025.
4,239 funds tracked by Wall St. Rank held Costco as of Q1 2026.

Based on Y.D. More Investments's 13F filing for Q1 2026, filed 4 May 2026.