Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$3.52M Buy
3,805
+1,364
+56% +$1.31M 1.3% 24
2025
Q2
$2.42M Buy
2,441
+347
+17% +$345K 1.14% 30
2025
Q1
$1.98M Buy
2,094
+388
+23% +$378K 1.11% 29
2024
Q4
$1.56M Buy
+1,706
New +$1.58M 0.87% 26

Other funds holding COST

Guerra Advisors's COST Position: Q3 2025 in Review

Guerra Advisors increased its Costco (COST) stake by 56% in Q3 2025, buying an estimated $1.31M and bringing the position to 3,805 shares worth $3.52M. The position accounts for 1.3% of the portfolio, ranked #24.

Guerra Advisors first reported a position in COST in Q4 2024 and has held it in 4 quarters since. 3,933 funds tracked by Wall St. Rank hold COST as of Q3 2025.

  • Guerra Advisors held 3,805 shares of Costco worth $3.52M as of Q3 2025.
  • Guerra Advisors bought 1,364 Costco shares in Q3 2025, an estimated $1.31M.
  • Costco made up 1.3% of Guerra Advisors's portfolio in Q3 2025, its #24 holding.
  • Guerra Advisors first reported a position in Costco in Q4 2024 and has held it in 4 quarters since.
  • 3,933 funds tracked by Wall St. Rank held Costco as of Q3 2025.

Based on Guerra Advisors's 13F filing for Q3 2025, filed 4 Nov 2025.