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Cambridge Financial Group (Arizona)’s Costco COST Stock Holding History

Cambridge Financial Group (Arizona)’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 		$474K Hold
507
– – 0.15% 102
2026
Q2 		$474K Sell
507
-32
-6% -$31.9K 0.15% 103
2026
Q1 		$537K Sell
539
-43
-7% -$41.9K 0.18% 97
2025
Q4 		$525K Buy
582
+25
+4% +$22.7K 0.18% 92
2025
Q3 		$515K Buy
557
+36
+7% +$34.5K 0.17% 102
2025
Q2 		$516K Sell
521
-4
-0.8% -$3.98K 0.19% 81
2025
Q1 		$495K Buy
525
+76
+17% +$74.1K 0.21% 83
2024
Q4 		$412K Sell
449
-4
-0.9% -$3.71K 0.18% 85
2024
Q3 		$402K Sell
453
-10
-2% -$8.68K 0.17% 86
2024
Q2 		$393K Buy
463
+7
+2% +$5.46K 0.18% 83
2024
Q1 		$335K Hold
456
– – 0.16% 91
2023
Q4 		$301K Buy
+456
New +$270K 0.16% 94

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

Cambridge Financial Group (Arizona)'s COST Position: Q3 2026 in Review

Cambridge Financial Group (Arizona) held its Costco (COST) position steady in Q3 2026 at 507 shares worth $474K. The position accounts for 0.15% of the portfolio, ranked #102.

Cambridge Financial Group (Arizona) first reported a position in COST in Q4 2023 and has held it in 12 quarters since. The position peaked at $537K in Q1 2026. 231 funds tracked by Wall St. Rank hold COST as of Q3 2026.

  • Cambridge Financial Group (Arizona) held 507 shares of Costco worth $474K as of Q3 2026.
  • Cambridge Financial Group (Arizona) left its Costco share count unchanged in Q3 2026.
  • Costco made up 0.15% of Cambridge Financial Group (Arizona)'s portfolio in Q3 2026, its #102 holding.
  • Cambridge Financial Group (Arizona) first reported a position in Costco in Q4 2023 and has held it in 12 quarters since.
  • Cambridge Financial Group (Arizona)'s Costco position peaked at $537K in Q1 2026.
  • 231 funds tracked by Wall St. Rank held Costco as of Q3 2026.

Based on Cambridge Financial Group (Arizona)'s 13F filing for Q3 2026, filed 6 Oct 2026.