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Fiduciary Advisors Inc’s Costco COST Stock Holding History

Fiduciary Advisors Inc’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 		$6.55K Buy
7
+4
+133% +$3.98K ﹤0.01% 101
2026
Q1 		$2.99K Hold
3
– – ﹤0.01% 102
2025
Q4 		$2.59K Hold
3
– – ﹤0.01% 108
2025
Q3 		$2.78K Hold
3
– – ﹤0.01% 89
2025
Q2 		$2.97K Hold
3
– – ﹤0.01% 88
2025
Q1 		$2.84K Hold
3
– – ﹤0.01% 87
2024
Q4 		$2.75K Buy
+3
New +$2.78K ﹤0.01% 91

Other funds holding COST

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
EA
Emerald Advisors Bellevue, Washington $796M AUM 2.51% 1-Year Est. Return
PTC
Provident Trust Company Waukesha, Wisconsin $4.77B AUM 29.31% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Fiduciary Advisors Inc's COST Position: Q2 2026 in Review

Fiduciary Advisors Inc increased its Costco (COST) stake by 133% in Q2 2026, buying an estimated $3.98K and bringing the position to 7 shares worth $6.55K. The position accounts for ﹤0.01% of the portfolio, ranked #101.

Fiduciary Advisors Inc first reported a position in COST in Q4 2024 and has held it in 7 quarters since. 1,717 funds tracked by Wall St. Rank hold COST as of Q2 2026.

  • Fiduciary Advisors Inc held 7 shares of Costco worth $6.55K as of Q2 2026.
  • Fiduciary Advisors Inc bought 4 Costco shares in Q2 2026, an estimated $3.98K.
  • Costco made up ﹤0.01% of Fiduciary Advisors Inc's portfolio in Q2 2026, its #101 holding.
  • Fiduciary Advisors Inc first reported a position in Costco in Q4 2024 and has held it in 7 quarters since.
  • 1,717 funds tracked by Wall St. Rank held Costco as of Q2 2026.

Based on Fiduciary Advisors Inc's 13F filing for Q2 2026, filed 24 Jul 2026.