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Clearview Wealth Advisors’s Costco COST Stock Holding History

Clearview Wealth 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
2025
Q4 		$851K Sell
987
-112
-10% -$101K 0.54% 41
2025
Q3 		$1.02M Hold
1,099
– – 0.65% 35
2025
Q2 		$1.09M Buy
1,099
+1
+0.1% +$994 0.76% 31
2025
Q1 		$1.04M Hold
1,098
– – 0.78% 29
2024
Q4 		$1.01M Hold
1,098
– – 0.76% 30
2024
Q3 		$973K Buy
1,098
+1
+0.1% +$868 0.75% 29
2024
Q2 		$933K Buy
1,097
+199
+22% +$155K 0.81% 30
2024
Q1 		$658K Sell
898
-173
-16% -$124K 0.67% 34
2023
Q4 		$707K Buy
1,071
+1
+0.1% +$593 0.82% 43
2023
Q3 		$604K Sell
1,070
-55
-5% -$30.4K 0.75% 48
2023
Q2 		$606K Sell
1,125
-60
-5% -$30.4K 0.62% 49
2023
Q1 		$589K Sell
1,185
-85
-7% -$41.7K 0.6% 48
2022
Q4 		$580K Sell
1,270
-19
-1% -$9.29K 0.45% 54
2022
Q3 		$609K Sell
1,289
-140
-10% -$72.8K 0.48% 38
2022
Q2 		$685K Buy
1,429
+1
+0.1% +$507 0.51% 36
2022
Q1 		$823K Sell
1,428
-1,321
-48% -$693K 0.54% 35
2021
Q4 		$1.56M Sell
2,749
-539
-16% -$276K 0.95% 22
2021
Q3 		$1.48M Sell
3,288
-79
-2% -$34.7K 0.94% 24
2021
Q2 		$1.33M Sell
3,367
-49
-1% -$18.5K 0.82% 27
2021
Q1 		$1.2M Buy
3,416
+231
+7% +$80.4K 0.78% 30
2020
Q4 		$1.2M Buy
+3,185
New +$1.19M 0.81% 28

Other funds holding COST

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Clearview Wealth Advisors's COST Position: Q4 2025 in Review

Clearview Wealth Advisors reduced its Costco (COST) stake by 10% in Q4 2025, selling an estimated $101K and leaving 987 shares worth $851K. The position accounts for 0.54% of the portfolio, ranked #41.

Clearview Wealth Advisors first reported a position in COST in Q4 2020 and has held it in 21 quarters since. The position peaked at $1.56M in Q4 2021. 4,128 funds tracked by Wall St. Rank hold COST as of Q4 2025.

  • Clearview Wealth Advisors held 987 shares of Costco worth $851K as of Q4 2025.
  • Clearview Wealth Advisors sold 112 Costco shares in Q4 2025, an estimated $101K.
  • Costco made up 0.54% of Clearview Wealth Advisors's portfolio in Q4 2025, its #41 holding.
  • Clearview Wealth Advisors first reported a position in Costco in Q4 2020 and has held it in 21 quarters since.
  • Clearview Wealth Advisors's Costco position peaked at $1.56M in Q4 2021.
  • 4,128 funds tracked by Wall St. Rank held Costco as of Q4 2025.

Based on Clearview Wealth Advisors's 13F filing for Q4 2025, filed 17 Feb 2026.