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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
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 		$9.52K Buy
+13
New +$9.28K 0.01% 71

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

IFS Advisors's COST Position: Q1 2026 in Review

IFS Advisors increased its Costco (COST) stake by 11% in Q1 2026, buying an estimated $1.95K and bringing the position to 21 shares worth $20.9K. The position accounts for 0.01% of the portfolio, ranked #85.

IFS Advisors first reported a position in COST in Q1 2024 and has held it in 9 quarters since. 4,236 funds tracked by Wall St. Rank hold COST as of Q1 2026.

  • IFS Advisors held 21 shares of Costco worth $20.9K as of Q1 2026.
  • IFS Advisors bought 2 Costco shares in Q1 2026, an estimated $1.95K.
  • Costco made up 0.01% of IFS Advisors's portfolio in Q1 2026, its #85 holding.
  • IFS Advisors first reported a position in Costco in Q1 2024 and has held it in 9 quarters since.
  • 4,236 funds tracked by Wall St. Rank held Costco as of Q1 2026.

Based on IFS Advisors's 13F filing for Q1 2026, filed 6 Apr 2026.