Diversify Advisory Services’s Costco COST Stock Holding History

Diversify Advisory Services’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 Q2	$476K	Buy	+50,000	New	+$49.8M	0.01%	878

Other funds holding COST

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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.