IAG Wealth Partners
COST icon

IAG Wealth Partners’s Costco COST Stock Holding History

IAG Wealth Partners’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 		$347K Buy
381
+53
+16% +$49.5K 0.03% 106
2026
Q2 		$307K Hold
328
– – 0.03% 109
2026
Q1 		$327K Hold
328
– – 0.04% 98
2025
Q4 		$283K Hold
328
– – 0.03% 104
2025
Q3 		$304K Sell
328
-47
-13% -$45K 0.04% 100
2025
Q2 		$371K Hold
375
– – 0.05% 89
2025
Q1 		$355K Buy
375
+2
+0.5% +$1.95K 0.06% 86
2024
Q4 		$342K Buy
373
+100
+37% +$92.8K 0.06% 81
2024
Q3 		$242K Hold
273
– – 0.04% 91
2024
Q2 		$232K Hold
273
– – 0.05% 88
2024
Q1 		$200K Buy
273
+12
+5% +$8.57K 0.04% 95
2023
Q4 		$172K Sell
261
-14
-5% -$8.3K 0.04% 90
2023
Q3 		$155K Hold
275
– – 0.04% 88
2023
Q2 		$148K Buy
275
+14
+5% +$7.08K 0.04% 100
2023
Q1 		$130K Buy
261
+75
+40% +$36.8K 0.04% 92
2022
Q4 		$84.9K Hold
186
– – 0.03% 104
2022
Q3 		$88K Sell
186
-57
-23% -$29.6K 0.03% 93
2022
Q2 		$116K Sell
243
-19
-7% -$9.6K 0.04% 84
2022
Q1 		$151K Buy
262
+9
+4% +$4.72K 0.05% 74
2021
Q4 		$144K Buy
253
+200
+377% +$102K 0.05% 68
2021
Q3 		$24K Hold
53
– – 0.01% 182
2021
Q2 		$21K Hold
53
– – 0.01% 188
2021
Q1 		$19K Hold
53
– – 0.01% 186
2020
Q4 		$20K Buy
+53
New +$19.8K 0.01% 161

Other funds holding COST

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

IAG Wealth Partners's COST Position: Q3 2026 in Review

IAG Wealth Partners increased its Costco (COST) stake by 16% in Q3 2026, buying an estimated $49.5K and bringing the position to 381 shares worth $347K. The position accounts for 0.03% of the portfolio, ranked #106.

IAG Wealth Partners first reported a position in COST in Q4 2020 and has held it in 24 quarters since. The position peaked at $371K in Q2 2025. 3,744 funds tracked by Wall St. Rank hold COST as of Q3 2026.

  • IAG Wealth Partners held 381 shares of Costco worth $347K as of Q3 2026.
  • IAG Wealth Partners bought 53 Costco shares in Q3 2026, an estimated $49.5K.
  • Costco made up 0.03% of IAG Wealth Partners's portfolio in Q3 2026, its #106 holding.
  • IAG Wealth Partners first reported a position in Costco in Q4 2020 and has held it in 24 quarters since.
  • IAG Wealth Partners's Costco position peaked at $371K in Q2 2025.
  • 3,744 funds tracked by Wall St. Rank held Costco as of Q3 2026.

Based on IAG Wealth Partners's 13F filing for Q3 2026, filed 6 Nov 2026.