Efficient Advisors’s Costco COST Stock Holding History

Efficient 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 Q3	–	Sell	-385	Closed	-$381K	–	65
2025 Q2	$381K	Buy	+385	New	+$383K	0.02%	86

Other funds holding COST

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

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

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

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

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

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Efficient Advisors's COST Position: Q3 2025 in Review

Efficient Advisors sold out of Costco (COST) in Q3 2025, closing a stake of 385 shares — an estimated $381K sold.

Efficient Advisors first reported a position in COST in Q2 2025 and held it in 1 quarter. The position peaked at $381K in Q2 2025. 3,939 funds tracked by Wall St. Rank hold COST as of Q3 2025.

Efficient Advisors reported no remaining Costco position as of Q3 2025 after selling out during the quarter.
Efficient Advisors sold 385 Costco shares in Q3 2025, an estimated $381K.
Efficient Advisors first reported a position in Costco in Q2 2025 and held it in 1 quarter.
Efficient Advisors's Costco position peaked at $381K in Q2 2025.
3,939 funds tracked by Wall St. Rank held Costco as of Q3 2025.

Based on Efficient Advisors's 13F filing for Q3 2025, filed 10 Nov 2025.