FFA
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Farther Finance Advisors’s Costco COST Stock Holding History

Farther Finance 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
2026
Q3 		$29.4M Buy
32,263
+4,727
+17% +$4.41M 0.21% 90
2026
Q2 		$25.8M Buy
27,536
+3,517
+15% +$3.5M 0.2% 95
2026
Q1 		$23.9M Buy
24,019
+2,884
+14% +$2.81M 0.23% 88
2025
Q4 		$18.2M Buy
21,135
+4,448
+27% +$4.03M 0.2% 95
2025
Q3 		$15.4M Buy
16,687
+3,497
+27% +$3.35M 0.23% 81
2025
Q2 		$13.1M Buy
13,190
+3,486
+36% +$3.46M 0.26% 75
2025
Q1 		$9.26M Buy
9,704
+1,402
+17% +$1.37M 0.24% 89
2024
Q4 		$7.61M Sell
8,302
-119
-1% -$110K 0.28% 78
2024
Q3 		$7.47M Buy
8,421
+1,409
+20% +$1.22M 0.28% 70
2024
Q2 		$5.93M Buy
7,012
+1,521
+28% +$1.19M 0.29% 67
2024
Q1 		$3.96M Sell
5,491
-447
-8% -$319K 0.24% 85
2023
Q4 		$3.92M Buy
5,938
+3,525
+146% +$2.09M 0.28% 71
2023
Q3 		$1.36M Buy
2,413
+834
+53% +$460K 0.21% 92
2023
Q2 		$850K Buy
1,579
+166
+12% +$84K 0.19% 102
2023
Q1 		$702K Buy
1,413
+227
+19% +$111K 0.21% 95
2022
Q4 		$541K Buy
+1,186
New +$580K 0.21% 93

Other funds holding COST

CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
SC
Steginsky Capital Port Washington, New York $610M AUM 12.34% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return
NFGCM
Norman Fields Gottscho Capital Management New York $329M AUM 22.06% 1-Year Est. Return
VCM
Violich Capital Management San Francisco, California $927M AUM 28.93% 1-Year Est. Return
YIA
YHB Investment Advisors West Hartford, Connecticut $1.59B AUM 21.04% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
NRS
Neville Rodie & Shaw New York $1.48B AUM 34.49% 1-Year Est. Return

Farther Finance Advisors's COST Position: Q3 2026 in Review

Farther Finance Advisors increased its Costco (COST) stake by 17% in Q3 2026, buying an estimated $4.41M and bringing the position to 32,263 shares worth $29.4M. The position accounts for 0.21% of the portfolio, ranked #90.

Farther Finance Advisors first reported a position in COST in Q4 2022 and has held it in 16 quarters since. 152 funds tracked by Wall St. Rank hold COST as of Q3 2026.

  • Farther Finance Advisors held 32,263 shares of Costco worth $29.4M as of Q3 2026.
  • Farther Finance Advisors bought 4,727 Costco shares in Q3 2026, an estimated $4.41M.
  • Costco made up 0.21% of Farther Finance Advisors's portfolio in Q3 2026, its #90 holding.
  • Farther Finance Advisors first reported a position in Costco in Q4 2022 and has held it in 16 quarters since.
  • 152 funds tracked by Wall St. Rank held Costco as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.