CI Investments Inc
COST icon

CI Investments Inc’s Costco COST Stock Holding History

CI Investments Inc’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
2025
Q4 		– Sell
-13
Closed -$9K – 783
2025
Q3 		$9K Buy
+13
New +$12.5K ﹤0.01% 1225

Other funds holding COST

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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 $1.88T AUM 44.46% 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

CI Investments Inc's COST Position: Q1 2026 in Review

CI Investments Inc increased its Costco (COST) stake by 408% in Q1 2026, buying an estimated $77.7M and bringing the position to 99,247 shares worth $98.9M. The position accounts for 0.48% of the portfolio, ranked #54.

CI Investments Inc first reported a position in COST in Q2 2014 and has held it in 47 quarters since. The position peaked at $216M in Q2 2021. 4,251 funds tracked by Wall St. Rank hold COST as of Q1 2026.

  • CI Investments Inc held 99,247 shares of Costco worth $98.9M as of Q1 2026.
  • CI Investments Inc bought 79,710 Costco shares in Q1 2026, an estimated $77.7M.
  • Costco made up 0.48% of CI Investments Inc's portfolio in Q1 2026, its #54 holding.
  • CI Investments Inc first reported a position in Costco in Q2 2014 and has held it in 47 quarters since.
  • CI Investments Inc's Costco position peaked at $216M in Q2 2021.
  • 4,251 funds tracked by Wall St. Rank held Costco as of Q1 2026.

Based on CI Investments Inc's 13F filing for Q1 2026, filed 13 May 2026.