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Acropolis Investment Management’s Costco COST Stock Holding History

Acropolis 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
Q3 		$1.67M Buy
1,834
+8
+0.4% +$7.47K 0.07% 93
2026
Q2 		$1.71M Buy
1,826
+2
+0.1% +$1.99K 0.07% 93
2026
Q1 		$1.82M Buy
1,824
+43
+2% +$41.9K 0.08% 80
2025
Q4 		$1.54M Sell
1,781
-6
-0.3% -$5.44K 0.07% 92
2025
Q3 		$1.77M Buy
1,787
+592
+50% +$567K 0.09% 81
2025
Q2 		$1.18M Buy
1,195
+18
+2% +$17.9K 0.07% 91
2025
Q1 		$1.11M Buy
1,177
+10
+0.9% +$9.75K 0.07% 94
2024
Q4 		$1.07M Sell
1,167
-1
-0.1% -$928 0.06% 96
2024
Q3 		$1.04M Sell
1,168
-2
-0.2% -$1.74K 0.06% 98
2024
Q2 		$994K Buy
1,170
+208
+22% +$162K 0.06% 98
2024
Q1 		$705K Buy
962
+51
+6% +$36.4K 0.05% 120
2023
Q4 		$601K Buy
911
+400
+78% +$237K 0.04% 128
2023
Q3 		$289K Sell
511
-8
-2% -$4.42K 0.02% 180
2023
Q2 		$279K Buy
519
+5
+1% +$2.53K 0.02% 176
2023
Q1 		$255K Buy
514
+11
+2% +$5.39K 0.02% 182
2022
Q4 		$230K Sell
503
-11
-2% -$5.38K 0.02% 184
2022
Q3 		$243K Buy
514
+1
+0.2% +$520 0.02% 169
2022
Q2 		$246K Buy
513
+9
+2% +$4.57K 0.02% 171
2022
Q1 		$290K Buy
504
+4
+0.8% +$2.1K 0.03% 158
2021
Q4 		$284K Hold
500
– – 0.03% 159
2021
Q3 		$223K Sell
500
-10
-2% -$4.4K 0.03% 171
2021
Q2 		$202K Sell
510
-12
-2% -$4.54K 0.02% 179
2021
Q1 		$184K Sell
522
-4
-0.8% -$1.39K 0.02% 182
2020
Q4 		$198K Sell
526
-1
-0.2% -$374 0.02% 170
2020
Q3 		$187K Hold
527
– – 0.02% 161
2020
Q2 		$160K Buy
527
+115
+28% +$35K 0.02% 161
2020
Q1 		$117K Buy
+412
New +$125K 0.02% 170

Other funds holding COST

CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
SC
Steginsky Capital Port Washington, New York $610M AUM 12.34% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return
NFGCM
Norman Fields Gottscho Capital Management New York $329M AUM 22.06% 1-Year Est. Return
VCM
Violich Capital Management San Francisco, California $927M AUM 28.93% 1-Year Est. Return
YIA
YHB Investment Advisors West Hartford, Connecticut $1.59B AUM 21.04% 1-Year Est. Return
LC
Lincoln Capital Lincoln, Nebraska $570M AUM 10.88% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Acropolis Investment Management's COST Position: Q3 2026 in Review

Acropolis Investment Management increased its Costco (COST) stake by 0.44% in Q3 2026, buying an estimated $7.47K and bringing the position to 1,834 shares worth $1.67M. The position accounts for 0.07% of the portfolio, ranked #93.

Acropolis Investment Management first reported a position in COST in Q1 2020 and has held it in 27 quarters since. The position peaked at $1.82M in Q1 2026. 231 funds tracked by Wall St. Rank hold COST as of Q3 2026.

  • Acropolis Investment Management held 1,834 shares of Costco worth $1.67M as of Q3 2026.
  • Acropolis Investment Management bought 8 Costco shares in Q3 2026, an estimated $7.47K.
  • Costco made up 0.07% of Acropolis Investment Management's portfolio in Q3 2026, its #93 holding.
  • Acropolis Investment Management first reported a position in Costco in Q1 2020 and has held it in 27 quarters since.
  • Acropolis Investment Management's Costco position peaked at $1.82M in Q1 2026.
  • 231 funds tracked by Wall St. Rank held Costco as of Q3 2026.

Based on Acropolis Investment Management's 13F filing for Q3 2026, filed 8 Oct 2026.