IWN
COST icon

Independent Wealth Network’s Costco COST Stock Holding History

Independent Wealth Network’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
2021
Q4 		– Sell
-400
Closed -$67K – 224
2021
Q3 		$67K Buy
+400
New +$176K 0.04% 194

Other funds holding COST

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
EA
Emerald Advisors Bellevue, Washington $796M AUM 2.51% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return

Independent Wealth Network's COST Position: Q2 2026 in Review

Independent Wealth Network reduced its Costco (COST) stake by 1.9% in Q2 2026, selling an estimated $20.9K and leaving 1,076 shares worth $1.01M. The position accounts for 0.26% of the portfolio, ranked #106.

Independent Wealth Network first reported a position in COST in Q3 2021 and has held it in 20 quarters since. The position peaked at $1.14M in Q4 2024. 1,595 funds tracked by Wall St. Rank hold COST as of Q2 2026.

  • Independent Wealth Network held 1,076 shares of Costco worth $1.01M as of Q2 2026.
  • Independent Wealth Network sold 21 Costco shares in Q2 2026, an estimated $20.9K.
  • Costco made up 0.26% of Independent Wealth Network's portfolio in Q2 2026, its #106 holding.
  • Independent Wealth Network first reported a position in Costco in Q3 2021 and has held it in 20 quarters since.
  • Independent Wealth Network's Costco position peaked at $1.14M in Q4 2024.
  • 1,595 funds tracked by Wall St. Rank held Costco as of Q2 2026.

Based on Independent Wealth Network's 13F filing for Q2 2026, filed 20 Jul 2026.