IFS Advisors
COST icon

IFS Advisors’s Costco COST Stock Holding History

IFS 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
Q3 		$250K Buy
275
+254
+1,210% +$237K 0.08% 96
2026
Q2 		$19.6K Hold
21
– – 0.01% 93
2026
Q1 		$20.9K Buy
21
+2
+11% +$1.95K 0.01% 85
2025
Q4 		$16.4K Hold
19
– – 0.01% 75
2025
Q3 		$17.6K Hold
19
– – 0.01% 69
2025
Q2 		$18.8K Hold
19
– – 0.01% 60
2025
Q1 		$18K Hold
19
– – 0.01% 71
2024
Q4 		$17.4K Hold
19
– – 0.01% 63
2024
Q3 		$16.8K Hold
19
– – 0.01% 46
2024
Q2 		$16.1K Buy
19
+6
+46% +$4.68K 0.01% 47
2024
Q1 		$9.5K Buy
+13
New +$9.28K 0.01% 71

Other funds holding COST

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

IFS Advisors's COST Position: Q3 2026 in Review

IFS Advisors increased its Costco (COST) stake by 1,210% in Q3 2026, buying an estimated $237K and bringing the position to 275 shares worth $250K. The position accounts for 0.08% of the portfolio, ranked #96.

IFS Advisors first reported a position in COST in Q1 2024 and has held it in 11 quarters since. 2,631 funds tracked by Wall St. Rank hold COST as of Q3 2026.

  • IFS Advisors held 275 shares of Costco worth $250K as of Q3 2026.
  • IFS Advisors bought 254 Costco shares in Q3 2026, an estimated $237K.
  • Costco made up 0.08% of IFS Advisors's portfolio in Q3 2026, its #96 holding.
  • IFS Advisors first reported a position in Costco in Q1 2024 and has held it in 11 quarters since.
  • 2,631 funds tracked by Wall St. Rank held Costco as of Q3 2026.

Based on IFS Advisors's 13F filing for Q3 2026, filed 14 Oct 2026.