AIMZ Investment Advisors’s Costco COST Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $698K | Hold |
746
| – | – | 0.19% | 92 |
|
|
2026
Q1 | $743K | Buy |
746
+2
| +0.3% | +$1.95K | 0.23% | 81 |
|
|
2025
Q4 | $642K | Hold |
744
| – | – | 0.18% | 85 |
|
|
2025
Q3 | $689K | Buy |
744
+14
| +2% | +$13.4K | 0.22% | 81 |
|
|
2025
Q2 | $723K | Sell |
730
-25
| -3% | -$24.8K | 0.24% | 76 |
|
|
2025
Q1 | $714K | Hold |
755
| – | – | 0.25% | 75 |
|
|
2024
Q4 | $692K | Hold |
755
| – | – | 0.24% | 74 |
|
|
2024
Q3 | $669K | Buy |
755
+15
| +2% | +$13K | 0.23% | 76 |
|
|
2024
Q2 | $629K | Hold |
740
| – | – | 0.23% | 77 |
|
|
2024
Q1 | $542K | Hold |
740
| – | – | 0.2% | 81 |
|
|
2023
Q4 | $488K | Hold |
740
| – | – | 0.2% | 81 |
|
|
2023
Q3 | $418K | Hold |
740
| – | – | 0.19% | 83 |
|
|
2023
Q2 | $398K | Hold |
740
| – | – | 0.17% | 83 |
|
|
2023
Q1 | $368K | Hold |
740
| – | – | 0.16% | 86 |
|
|
2022
Q4 | $338K | Hold |
740
| – | – | 0.16% | 88 |
|
|
2022
Q3 | $349K | Sell |
740
-115
| -13% | -$59.8K | 0.18% | 86 |
|
|
2022
Q2 | $410K | Hold |
855
| – | – | 0.2% | 79 |
|
|
2022
Q1 | $492K | Hold |
855
| – | – | 0.2% | 82 |
|
|
2021
Q4 | $485K | Hold |
855
| – | – | 0.19% | 84 |
|
|
2021
Q3 | $384K | Hold |
855
| – | – | 0.17% | 88 |
|
|
2021
Q2 | $338K | Hold |
855
| – | – | 0.15% | 94 |
|
|
2021
Q1 | $301K | Hold |
855
| – | – | 0.15% | 96 |
|
|
2020
Q4 | $322K | Hold |
855
| – | – | 0.17% | 88 |
|
|
2020
Q3 | $304K | Sell |
855
-35
| -4% | -$11.8K | 0.18% | 84 |
|
|
2020
Q2 | $270K | Hold |
890
| – | – | 0.18% | 82 |
|
|
2020
Q1 | $254K | Hold |
890
| – | – | 0.2% | 79 |
|
|
2019
Q4 | $262K | Hold |
890
| – | – | 0.17% | 85 |
|
|
2019
Q3 | $256K | Hold |
890
| – | – | 0.18% | 85 |
|
|
2019
Q2 | $235K | Hold |
890
| – | – | 0.16% | 88 |
|
|
2019
Q1 | $216K | Buy |
+890
| New | +$195K | 0.15% | 92 |
|
|
2018
Q4 | – | Sell |
-890
| Closed | -$209K | – | 96 |
|
|
2018
Q3 | $209K | Buy |
+890
| New | +$200K | 0.13% | 98 |
|
Other funds holding COST
AIMZ Investment Advisors's COST Position: Q2 2026 in Review
AIMZ Investment Advisors held its Costco (COST) position steady in Q2 2026 at 746 shares worth $698K. The position accounts for 0.19% of the portfolio, ranked #92.
AIMZ Investment Advisors first reported a position in COST in Q3 2018 and has held it in 31 quarters since. The position peaked at $743K in Q1 2026. 4,251 funds tracked by Wall St. Rank hold COST as of Q2 2026.
- AIMZ Investment Advisors held 746 shares of Costco worth $698K as of Q2 2026.
- AIMZ Investment Advisors left its Costco share count unchanged in Q2 2026.
- Costco made up 0.19% of AIMZ Investment Advisors's portfolio in Q2 2026, its #92 holding.
- AIMZ Investment Advisors first reported a position in Costco in Q3 2018 and has held it in 31 quarters since.
- AIMZ Investment Advisors's Costco position peaked at $743K in Q1 2026.
- 4,251 funds tracked by Wall St. Rank held Costco as of Q2 2026.
Based on AIMZ Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.