Cedar Mountain Advisors’s Costco COST Stock Holding History

Cedar Mountain 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 Q3	$345K	Sell	379 -13	-3%	-$12.1K	0.06%	56
2026 Q2	$367K	Hold	392	–	–	0.06%	57
2026 Q1	$391K	Buy	392 +13	+3%	+$12.7K	0.08%	48
2025 Q4	$327K	Hold	379	–	–	0.06%	53
2025 Q3	$351K	Buy	379 +18	+5%	+$17.3K	0.07%	50
2025 Q2	$357K	Hold	361	–	–	0.07%	45
2025 Q1	$341K	Sell	361 -3	-0.8%	-$2.92K	0.08%	44
2024 Q4	$333K	Buy	364 +38	+12%	+$35.3K	0.07%	45
2024 Q3	$289K	Hold	326	–	–	0.07%	51
2024 Q2	$277K	Hold	326	–	–	0.07%	42
2024 Q1	$239K	Hold	326	–	–	0.06%	46
2023 Q4	$215K	Buy	326 +1	+0.3%	+$593	0.06%	43
2023 Q3	$184K	Buy	325 +28	+9%	+$15.5K	0.05%	45
2023 Q2	$160K	Buy	297 +6	+2%	+$3.04K	0.05%	48
2023 Q1	$145K	Hold	291	–	–	0.04%	50
2022 Q4	$133K	Hold	291	–	–	0.04%	48
2022 Q3	$137K	Hold	291	–	–	0.05%	45
2022 Q2	$139K	Hold	291	–	–	0.05%	46
2022 Q1	$168K	Hold	291	–	–	0.05%	47
2021 Q4	$165K	Hold	291	–	–	0.05%	43
2021 Q3	$131K	Hold	291	–	–	0.04%	48
2021 Q2	$115K	Hold	291	–	–	0.04%	50
2021 Q1	$103K	Hold	291	–	–	0.03%	51
2020 Q4	$110K	Hold	291	–	–	0.04%	48
2020 Q3	$103K	Hold	291	–	–	0.04%	47
2020 Q2	$88K	Buy	291 +18	+7%	+$5.48K	0.04%	48
2020 Q1	$78K	Hold	273	–	–	0.04%	44
2019 Q4	$80K	Buy	+273	New	+$81.1K	0.03%	51

Other funds holding COST

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Everett Harris & Co Los Angeles, California $8.46B AUM 13.48% 1-Year Est. Return

Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return

Emerald Advisors Bellevue, Washington $781M AUM 4.78% 1-Year Est. Return

Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return

Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return

Provident Trust Company Waukesha, Wisconsin $3.22B AUM 13.63% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Cedar Mountain Advisors's COST Position: Q3 2026 in Review

Cedar Mountain Advisors reduced its Costco (COST) stake by 3.3% in Q3 2026, selling an estimated $12.1K and leaving 379 shares worth $345K. The position accounts for 0.06% of the portfolio, ranked #56.

Cedar Mountain Advisors first reported a position in COST in Q4 2019 and has held it in 28 quarters since. The position peaked at $391K in Q1 2026. 1,827 funds tracked by Wall St. Rank hold COST as of Q3 2026.

Cedar Mountain Advisors held 379 shares of Costco worth $345K as of Q3 2026.
Cedar Mountain Advisors sold 13 Costco shares in Q3 2026, an estimated $12.1K.
Costco made up 0.06% of Cedar Mountain Advisors's portfolio in Q3 2026, its #56 holding.
Cedar Mountain Advisors first reported a position in Costco in Q4 2019 and has held it in 28 quarters since.
Cedar Mountain Advisors's Costco position peaked at $391K in Q1 2026.
1,827 funds tracked by Wall St. Rank held Costco as of Q3 2026.

Based on Cedar Mountain Advisors's 13F filing for Q3 2026, filed 15 Oct 2026.