Diversify Advisory Services’s Costco COST Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$31.2M Buy
32,762
+31,837
+3,442% +$31.7M 0.52% 31
2026
Q1
$924K Sell
925
-27,408
-97% -$26.7M 0.14% 73
2025
Q4
$27.3M Buy
28,333
+2,225
+9% +$2.02M 0.86% 24
2025
Q3
$24.2M Sell
26,108
-1,290
-5% -$1.24M 0.81% 25
2025
Q2
$27.2M Buy
27,398
+6,151
+29% +$6.11M 1.04% 17
2025
Q1
$21.1M Sell
21,247
-2,504
-11% -$2.44M 1.32% 14
2024
Q4
$22.3M Buy
23,751
+268
+1% +$249K 1.23% 14
2024
Q3
$21M Sell
23,483
-514
-2% -$446K 1.13% 15
2024
Q2
$21.3M Sell
23,997
-840
-3% -$655K 1.17% 17
2024
Q1
$17.9M Buy
+24,837
New +$17.7M 1.05% 20

Other funds holding COST

Diversify Advisory Services's COST Position: Q2 2026 in Review

Diversify Advisory Services increased its Costco (COST) stake by 3,442% in Q2 2026, buying an estimated $31.7M and bringing the position to 32,762 shares worth $31.2M. The position accounts for 0.52% of the portfolio, ranked #31.

Diversify Advisory Services first reported a position in COST in Q1 2024 and has held it in 10 quarters since. 4,238 funds tracked by Wall St. Rank hold COST as of Q2 2026.

  • Diversify Advisory Services held 32,762 shares of Costco worth $31.2M as of Q2 2026.
  • Diversify Advisory Services bought 31,837 Costco shares in Q2 2026, an estimated $31.7M.
  • Costco made up 0.52% of Diversify Advisory Services's portfolio in Q2 2026, its #31 holding.
  • Diversify Advisory Services first reported a position in Costco in Q1 2024 and has held it in 10 quarters since.
  • 4,238 funds tracked by Wall St. Rank held Costco as of Q2 2026.

Based on Diversify Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.