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Accelerate Investment Advisors’s Costco COST Stock Holding History

Accelerate Investment Advisors’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 		$685K Buy
732
+62
+9% +$61.8K 0.39% 46
2026
Q1 		$667K Buy
670
+36
+6% +$35.1K 0.45% 41
2025
Q4 		$547K Sell
634
-4
-0.6% -$3.63K 0.37% 43
2025
Q3 		$591K Sell
638
-2
-0.3% -$1.92K 0.4% 46
2025
Q2 		$633K Sell
640
-39
-6% -$38.8K 0.47% 40
2025
Q1 		$643K Buy
679
+83
+14% +$80.9K 0.54% 35
2024
Q4 		$546K Buy
596
+351
+143% +$326K 0.48% 39
2024
Q3 		$217K Buy
+245
New +$213K 0.21% 76

Other funds holding COST

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Accelerate Investment Advisors's COST Position: Q2 2026 in Review

Accelerate Investment Advisors increased its Costco (COST) stake by 9.3% in Q2 2026, buying an estimated $61.8K and bringing the position to 732 shares worth $685K. The position accounts for 0.39% of the portfolio, ranked #46.

Accelerate Investment Advisors first reported a position in COST in Q3 2024 and has held it in 8 quarters since. 4,238 funds tracked by Wall St. Rank hold COST as of Q2 2026.

  • Accelerate Investment Advisors held 732 shares of Costco worth $685K as of Q2 2026.
  • Accelerate Investment Advisors bought 62 Costco shares in Q2 2026, an estimated $61.8K.
  • Costco made up 0.39% of Accelerate Investment Advisors's portfolio in Q2 2026, its #46 holding.
  • Accelerate Investment Advisors first reported a position in Costco in Q3 2024 and has held it in 8 quarters since.
  • 4,238 funds tracked by Wall St. Rank held Costco as of Q2 2026.

Based on Accelerate Investment Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.