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HFM Investment Advisors’s Costco COST Stock Holding History

HFM Investment 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
Q2 		$28.1K Buy
30
+1
+3% +$996 0.01% 70
2026
Q1 		$28.9K Buy
29
+1
+4% +$975 0.01% 70
2025
Q4 		$24.1K Buy
28
+25
+833% +$22.7K 0.01% 82
2025
Q3 		$2.78K Sell
3
-5
-63% -$4.79K ﹤0.01% 155
2025
Q2 		$7.92K Buy
8
+4
+100% +$3.98K ﹤0.01% 95
2025
Q1 		$3.78K Buy
+4
New +$3.9K ﹤0.01% 117

Other funds holding COST

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

HFM Investment Advisors's COST Position: Q2 2026 in Review

HFM Investment Advisors increased its Costco (COST) stake by 3.4% in Q2 2026, buying an estimated $996 and bringing the position to 30 shares worth $28.1K. The position accounts for 0.01% of the portfolio, ranked #70.

HFM Investment Advisors first reported a position in COST in Q1 2025 and has held it in 6 quarters since. The position peaked at $28.9K in Q1 2026. 4,260 funds tracked by Wall St. Rank hold COST as of Q2 2026.

  • HFM Investment Advisors held 30 shares of Costco worth $28.1K as of Q2 2026.
  • HFM Investment Advisors bought 1 Costco share in Q2 2026, an estimated $996.
  • Costco made up 0.01% of HFM Investment Advisors's portfolio in Q2 2026, its #70 holding.
  • HFM Investment Advisors first reported a position in Costco in Q1 2025 and has held it in 6 quarters since.
  • HFM Investment Advisors's Costco position peaked at $28.9K in Q1 2026.
  • 4,260 funds tracked by Wall St. Rank held Costco as of Q2 2026.

Based on HFM Investment Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.