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Atlas Capital Advisors’s Costco COST Stock Holding History

Atlas Capital 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
2019
Q3 		– Hold
0
– -$161 – 648
2019
Q2 		– Hold
0
– – – 650

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 $147M AUM 25.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Atlas Capital Advisors's COST Position: Q1 2026 in Review

Atlas Capital Advisors increased its Costco (COST) stake by 0.23% in Q1 2026, buying an estimated $12.7K and bringing the position to 5,567 shares worth $5.55M. The position accounts for 0.63% of the portfolio, ranked #44.

Atlas Capital Advisors first reported a position in COST in Q1 2018 and has held it in 32 quarters since. The position peaked at $5.81M in Q1 2025. 4,242 funds tracked by Wall St. Rank hold COST as of Q1 2026.

  • Atlas Capital Advisors held 5,567 shares of Costco worth $5.55M as of Q1 2026.
  • Atlas Capital Advisors bought 13 Costco shares in Q1 2026, an estimated $12.7K.
  • Costco made up 0.63% of Atlas Capital Advisors's portfolio in Q1 2026, its #44 holding.
  • Atlas Capital Advisors first reported a position in Costco in Q1 2018 and has held it in 32 quarters since.
  • Atlas Capital Advisors's Costco position peaked at $5.81M in Q1 2025.
  • 4,242 funds tracked by Wall St. Rank held Costco as of Q1 2026.

Based on Atlas Capital Advisors's 13F filing for Q1 2026, filed 11 May 2026.