CIBC Private Wealth Group’s Costco COST Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q4
$94.9M Sell
109,995
-37
-0% -$33.5K 0.16% 133
2025
Q3
$102M Buy
110,032
+2,328
+2% +$2.23M 0.17% 132
2025
Q2
$107M Sell
107,704
-14,172
-12% -$14.1M 0.19% 125
2025
Q1
$111M Sell
121,876
-2,964
-2% -$2.89M 0.23% 101
2024
Q4
$116M Sell
124,840
-5,632
-4% -$5.23M 0.21% 109
2024
Q3
$116M Sell
130,472
-8,252
-6% -$7.16M 0.21% 115
2024
Q2
$122M Buy
138,724
+2,716
+2% +$2.12M 0.23% 106
2024
Q1
$98.1M Sell
136,008
-328,158
-71% -$234M 0.19% 120
2023
Q4
$306M Sell
464,166
-74,168
-14% -$44M 0.65% 38
2023
Q3
$304M Sell
538,334
-34,541
-6% -$19.1M 0.72% 33
2023
Q2
$308M Sell
572,875
-100,055
-15% -$50.6M 0.67% 38
2023
Q1
$334M Sell
672,930
-3,888
-0.6% -$1.91M 0.74% 30
2022
Q4
$243M Sell
676,818
-4,673
-0.7% -$2.28M 0.82% 39
2022
Q3
$322M Buy
681,491
+105,784
+18% +$55M 0.87% 33
2022
Q2
$276M Sell
575,707
-152,752
-21% -$77.5M 0.72% 41
2022
Q1
$419M Buy
728,459
+4,517
+0.6% +$2.37M 0.92% 23
2021
Q4
$411M Buy
723,942
+6,790
+0.9% +$3.48M 0.85% 26
2021
Q3
$322M Buy
717,152
+8,444
+1% +$3.71M 0.75% 33
2021
Q2
$280M Buy
708,708
+16,808
+2% +$6.36M 0.64% 42
2021
Q1
$244M Buy
691,900
+562,834
+436% +$196M 0.61% 47
2020
Q4
$48.6M Buy
129,066
+2,690
+2% +$1.01M 0.13% 140
2020
Q3
$44.8M Buy
126,376
+38,774
+44% +$13M 0.14% 134
2020
Q2
$26.6M Sell
87,602
-32,733
-27% -$9.96M 0.13% 116
2020
Q1
$34.3M Sell
120,335
-14,408
-11% -$4.37M 0.15% 130
2019
Q4
$39.6M Sell
134,743
-720
-0.5% -$214K 0.13% 144
2019
Q3
$39M Buy
135,463
+3,355
+3% +$944K 0.14% 140
2019
Q2
$34.9M Sell
132,108
-3,486
-3% -$869K 0.12% 157
2019
Q1
$32.8M Buy
135,594
+646
+0.5% +$141K 0.13% 156
2018
Q4
$27.5M Buy
134,948
+2,200
+2% +$491K 0.12% 161
2018
Q3
$31.2M Sell
132,748
-757
-0.6% -$171K 0.12% 165
2018
Q2
$27.9M Buy
133,505
+1,877
+1% +$371K 0.11% 175
2018
Q1
$24.8M Sell
131,628
-1,367
-1% -$258K 0.11% 182
2017
Q4
$24.8M Sell
132,995
-2,046
-2% -$353K 0.11% 183
2017
Q3
$22.2M Buy
135,041
+42,017
+45% +$6.6M 0.1% 182
2017
Q2
$14.9M Sell
93,024
-3,166
-3% -$546K 0.09% 164
2017
Q1
$16.1M Sell
96,190
-2,194
-2% -$368K 0.1% 149
2016
Q4
$15.8M Sell
98,384
-106
-0.1% -$16.2K 0.1% 146
2016
Q3
$15M Buy
98,490
+599
+0.6% +$96.8K 0.1% 152
2016
Q2
$15.4M Buy
97,891
+1,681
+2% +$255K 0.11% 155
2016
Q1
$15.2M Sell
96,210
-158
-0.2% -$23.9K 0.12% 149
2015
Q4
$15.6M Sell
96,368
-1,711
-2% -$270K 0.12% 153
2015
Q3
$14.2M Buy
98,079
+4,924
+5% +$703K 0.12% 149
2015
Q2
$12.6M Sell
93,155
-2,964
-3% -$426K 0.09% 181
2015
Q1
$14.6M Sell
96,119
-1,743
-2% -$256K 0.11% 158
2014
Q4
$13.9M Sell
97,862
-2,304
-2% -$313K 0.11% 153
2014
Q3
$12.6M Buy
100,166
+4,522
+5% +$547K 0.1% 167
2014
Q2
$11M Sell
95,644
-4,533
-5% -$520K 0.09% 178
2014
Q1
$11.2M Buy
+100,177
New +$11.5M 0.1% 170

Other funds holding COST

CIBC Private Wealth Group's COST Position: Q4 2025 in Review

CIBC Private Wealth Group reduced its Costco (COST) stake by 0.03% in Q4 2025, selling an estimated $33.5K and leaving 109,995 shares worth $94.9M. The position accounts for 0.16% of the portfolio, ranked #133.

CIBC Private Wealth Group first reported a position in COST in Q1 2014 and has held it in 48 quarters since. The position peaked at $419M in Q1 2022. 4,113 funds tracked by Wall St. Rank hold COST as of Q4 2025.

  • CIBC Private Wealth Group held 109,995 shares of Costco worth $94.9M as of Q4 2025.
  • CIBC Private Wealth Group sold 37 Costco shares in Q4 2025, an estimated $33.5K.
  • Costco made up 0.16% of CIBC Private Wealth Group's portfolio in Q4 2025, its #133 holding.
  • CIBC Private Wealth Group first reported a position in Costco in Q1 2014 and has held it in 48 quarters since.
  • CIBC Private Wealth Group's Costco position peaked at $419M in Q1 2022.
  • 4,113 funds tracked by Wall St. Rank held Costco as of Q4 2025.

Based on CIBC Private Wealth Group's 13F filing for Q4 2025, filed 12 Feb 2026.