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Index Technologies Group’s Costco COST Stock Holding History

Index Technologies Group’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 		$500K Buy
502
+14
+3% +$13.6K 0.55% 65
2025
Q4 		$421K Buy
+488
New +$442K 0.44% 83

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 $147M AUM 25.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Index Technologies Group's COST Position: Q1 2026 in Review

Index Technologies Group increased its Costco (COST) stake by 2.9% in Q1 2026, buying an estimated $13.6K and bringing the position to 502 shares worth $500K. The position accounts for 0.55% of the portfolio, ranked #65.

Index Technologies Group first reported a position in COST in Q4 2025 and has held it in 2 quarters since. 4,239 funds tracked by Wall St. Rank hold COST as of Q1 2026.

  • Index Technologies Group held 502 shares of Costco worth $500K as of Q1 2026.
  • Index Technologies Group bought 14 Costco shares in Q1 2026, an estimated $13.6K.
  • Costco made up 0.55% of Index Technologies Group's portfolio in Q1 2026, its #65 holding.
  • Index Technologies Group first reported a position in Costco in Q4 2025 and has held it in 2 quarters since.
  • 4,239 funds tracked by Wall St. Rank held Costco as of Q1 2026.

Based on Index Technologies Group's 13F filing for Q1 2026, filed 29 Apr 2026.