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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
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
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Accelerate Investment Advisors's COST Position: Q1 2026 in Review

Accelerate Investment Advisors increased its Costco (COST) stake by 5.7% in Q1 2026, buying an estimated $35.1K and bringing the position to 670 shares worth $667K. The position accounts for 0.45% of the portfolio, ranked #41.

Accelerate Investment Advisors first reported a position in COST in Q3 2024 and has held it in 7 quarters since. 4,236 funds tracked by Wall St. Rank hold COST as of Q1 2026.

  • Accelerate Investment Advisors held 670 shares of Costco worth $667K as of Q1 2026.
  • Accelerate Investment Advisors bought 36 Costco shares in Q1 2026, an estimated $35.1K.
  • Costco made up 0.45% of Accelerate Investment Advisors's portfolio in Q1 2026, its #41 holding.
  • Accelerate Investment Advisors first reported a position in Costco in Q3 2024 and has held it in 7 quarters since.
  • 4,236 funds tracked by Wall St. Rank held Costco as of Q1 2026.

Based on Accelerate Investment Advisors's 13F filing for Q1 2026, filed 13 Apr 2026.