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Bridgewater Advisors’s Costco COST Stock Holding History

Bridgewater 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 		$1.84M Buy
1,785
+45
+3% +$43.9K 0.11% 91
2025
Q4 		$1.71M Buy
1,740
+54
+3% +$48.9K 0.11% 89
2025
Q3 		$1.56M Sell
1,686
-94
-5% -$90.1K 0.11% 93
2025
Q2 		$1.66M Sell
1,780
-17
-0.9% -$16.9K 0.13% 86
2025
Q1 		$1.78M Buy
+1,797
New +$1.75M 0.15% 82
2014
Q2 		$2.05M Sell
17,772
-209
-1% -$24K 1.71% 19
2014
Q1 		$2.01M Sell
17,981
-195
-1% -$22.3K 2.02% 17
2013
Q4 		$2.16M Buy
+18,176
New +$2.17M 2.22% 15

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

Bridgewater Advisors's COST Position: Q1 2026 in Review

Bridgewater Advisors increased its Costco (COST) stake by 2.6% in Q1 2026, buying an estimated $43.9K and bringing the position to 1,785 shares worth $1.84M. The position accounts for 0.11% of the portfolio, ranked #91.

Bridgewater Advisors first reported a position in COST in Q4 2013 and has held it in 8 quarters since. The position peaked at $2.16M in Q4 2013. 4,239 funds tracked by Wall St. Rank hold COST as of Q1 2026.

  • Bridgewater Advisors held 1,785 shares of Costco worth $1.84M as of Q1 2026.
  • Bridgewater Advisors bought 45 Costco shares in Q1 2026, an estimated $43.9K.
  • Costco made up 0.11% of Bridgewater Advisors's portfolio in Q1 2026, its #91 holding.
  • Bridgewater Advisors first reported a position in Costco in Q4 2013 and has held it in 8 quarters since.
  • Bridgewater Advisors's Costco position peaked at $2.16M in Q4 2013.
  • 4,239 funds tracked by Wall St. Rank held Costco as of Q1 2026.

Based on Bridgewater Advisors's 13F filing for Q1 2026, filed 14 May 2026.