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Insight Advisors’s Costco COST Stock Holding History

Insight 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
Q2 		$2.97M Sell
3,169
-197
-6% -$196K 0.52% 28
2026
Q1 		$3.35M Buy
3,366
+117
+4% +$114K 0.64% 24
2025
Q4 		$2.8M Sell
3,249
-131
-4% -$119K 0.42% 40
2025
Q3 		$3.14M Buy
3,380
+40
+1% +$38.3K 0.48% 35
2025
Q2 		$3.31M Sell
3,340
-31
-0.9% -$30.8K 0.53% 33
2025
Q1 		$3.19M Buy
3,371
+86
+3% +$83.8K 0.55% 29
2024
Q4 		$3.03M Buy
3,285
+8
+0.2% +$7.42K 0.51% 32
2024
Q3 		$2.9M Buy
3,277
+247
+8% +$214K 0.5% 32
2024
Q2 		$2.58M Buy
3,030
+37
+1% +$28.9K 0.47% 36
2024
Q1 		$2.19M Buy
2,993
+257
+9% +$183K 0.42% 41
2023
Q4 		$1.81M Buy
2,736
+15
+0.6% +$8.89K 0.38% 42
2023
Q3 		$1.54M Sell
2,721
-76
-3% -$42K 0.35% 46
2023
Q2 		$1.51M Sell
2,797
-40
-1% -$20.2K 0.34% 45
2023
Q1 		$1.41M Sell
2,837
-437
-13% -$214K 0.33% 51
2022
Q4 		$1.48M Buy
3,274
+1,234
+60% +$603K 0.52% 45
2022
Q3 		$963K Buy
2,040
+51
+3% +$26.5K 0.38% 68
2022
Q2 		$1.07M Buy
1,989
+21
+1% +$10.7K 0.36% 73
2022
Q1 		$1.13M Buy
1,968
+271
+16% +$142K 0.34% 80
2021
Q4 		$963K Sell
1,697
-76
-4% -$38.9K 0.28% 92
2021
Q3 		$914K Buy
1,773
+41
+2% +$18K 0.27% 101
2021
Q2 		$743K Sell
1,732
-51
-3% -$19.3K 0.23% 113
2021
Q1 		$663K Sell
1,783
-70
-4% -$24.4K 0.21% 127
2020
Q4 		$698K Buy
+1,853
New +$692K 0.26% 100

Other funds holding COST

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Insight Advisors's COST Position: Q2 2026 in Review

Insight Advisors reduced its Costco (COST) stake by 5.9% in Q2 2026, selling an estimated $196K and leaving 3,169 shares worth $2.97M. The position accounts for 0.52% of the portfolio, ranked #28.

Insight Advisors first reported a position in COST in Q4 2020 and has held it in 23 quarters since. The position peaked at $3.35M in Q1 2026. 4,238 funds tracked by Wall St. Rank hold COST as of Q2 2026.

  • Insight Advisors held 3,169 shares of Costco worth $2.97M as of Q2 2026.
  • Insight Advisors sold 197 Costco shares in Q2 2026, an estimated $196K.
  • Costco made up 0.52% of Insight Advisors's portfolio in Q2 2026, its #28 holding.
  • Insight Advisors first reported a position in Costco in Q4 2020 and has held it in 23 quarters since.
  • Insight Advisors's Costco position peaked at $3.35M in Q1 2026.
  • 4,238 funds tracked by Wall St. Rank held Costco as of Q2 2026.

Based on Insight Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.