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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
DAM
Diamant Asset Management Ridgefield, Connecticut $137B AUM 18.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

HFM Investment Advisors's COST Position: Q1 2026 in Review

HFM Investment Advisors increased its Costco (COST) stake by 3.6% in Q1 2026, buying an estimated $975 and bringing the position to 29 shares worth $28.9K. 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 5 quarters since. 4,238 funds tracked by Wall St. Rank hold COST as of Q1 2026.

  • HFM Investment Advisors held 29 shares of Costco worth $28.9K as of Q1 2026.
  • HFM Investment Advisors bought 1 Costco share in Q1 2026, an estimated $975.
  • Costco made up 0.01% of HFM Investment Advisors's portfolio in Q1 2026, its #70 holding.
  • HFM Investment Advisors first reported a position in Costco in Q1 2025 and has held it in 5 quarters since.
  • 4,238 funds tracked by Wall St. Rank held Costco as of Q1 2026.

Based on HFM Investment Advisors's 13F filing for Q1 2026, filed 1 May 2026.