Diversify Advisory Services
COST icon

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
Q3 		$489K Hold
50,000
– – 0.01% 913
2026
Q2 		$476K Buy
+50,000
New +$49.8M 0.01% 878

Other funds holding COST

Emerald Advisors
Emerald Advisors Bellevue, Washington $781M AUM 4.78% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
Cardano Risk Management
Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Sarasin & Partners
Sarasin & Partners London, United Kingdom $8.93B AUM 11.81% 1-Year Est. Return
Congress Asset Management
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
Bank Pictet & Cie (Europe)
Bank Pictet & Cie (Europe) Frankfurt Am Main, Germany $5.31B AUM 25.55% 1-Year Est. Return

Diversify Advisory Services's COST Position: Q3 2026 in Review

Diversify Advisory Services increased its Costco (COST) stake by 6.3% in Q3 2026, buying an estimated $1.93M and bringing the position to 34,829 shares worth $34.1M. The position accounts for 0.51% of the portfolio, ranked #34.

Diversify Advisory Services first reported a position in COST in Q1 2024 and has held it in 11 quarters since. 1,028 funds tracked by Wall St. Rank hold COST as of Q3 2026.

  • Diversify Advisory Services held 34,829 shares of Costco worth $34.1M as of Q3 2026.
  • Diversify Advisory Services bought 2,067 Costco shares in Q3 2026, an estimated $1.93M.
  • Costco made up 0.51% of Diversify Advisory Services's portfolio in Q3 2026, its #34 holding.
  • Diversify Advisory Services first reported a position in Costco in Q1 2024 and has held it in 11 quarters since.
  • 1,028 funds tracked by Wall St. Rank held Costco as of Q3 2026.

Based on Diversify Advisory Services's 13F filing for Q3 2026, filed 20 Oct 2026.