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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
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 $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

Insight Advisors's COST Position: Q1 2026 in Review

Insight Advisors increased its Costco (COST) stake by 3.6% in Q1 2026, buying an estimated $114K and bringing the position to 3,366 shares worth $3.35M. The position accounts for 0.64% of the portfolio, ranked #24.

Insight Advisors first reported a position in COST in Q4 2020 and has held it in 22 quarters since. 4,236 funds tracked by Wall St. Rank hold COST as of Q1 2026.

  • Insight Advisors held 3,366 shares of Costco worth $3.35M as of Q1 2026.
  • Insight Advisors bought 117 Costco shares in Q1 2026, an estimated $114K.
  • Costco made up 0.64% of Insight Advisors's portfolio in Q1 2026, its #24 holding.
  • Insight Advisors first reported a position in Costco in Q4 2020 and has held it in 22 quarters since.
  • 4,236 funds tracked by Wall St. Rank held Costco as of Q1 2026.

Based on Insight Advisors's 13F filing for Q1 2026, filed 12 May 2026.