Insight Advisors
COST icon

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
Q3 		$2.88M Sell
3,164
-5
-0.2% -$4.67K 0.51% 28
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

Emerald Advisors
Emerald Advisors Bellevue, Washington $781M AUM 4.78% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
Cardano Risk Management
Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return
Loring Wolcott & Coolidge Fiduciary Advisors
Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts $10.8B AUM 9.05% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Sarasin & Partners
Sarasin & Partners London, United Kingdom $8.93B AUM 11.81% 1-Year Est. Return
Congress Asset Management
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.39% 1-Year Est. Return

Insight Advisors's COST Position: Q3 2026 in Review

Insight Advisors reduced its Costco (COST) stake by 0.16% in Q3 2026, selling an estimated $4.67K and leaving 3,164 shares worth $2.88M. The position accounts for 0.51% of the portfolio, ranked #28.

Insight Advisors first reported a position in COST in Q4 2020 and has held it in 24 quarters since. The position peaked at $3.35M in Q1 2026. 1,392 funds tracked by Wall St. Rank hold COST as of Q3 2026.

  • Insight Advisors held 3,164 shares of Costco worth $2.88M as of Q3 2026.
  • Insight Advisors sold 5 Costco shares in Q3 2026, an estimated $4.67K.
  • Costco made up 0.51% of Insight Advisors's portfolio in Q3 2026, its #28 holding.
  • Insight Advisors first reported a position in Costco in Q4 2020 and has held it in 24 quarters since.
  • Insight Advisors's Costco position peaked at $3.35M in Q1 2026.
  • 1,392 funds tracked by Wall St. Rank held Costco as of Q3 2026.

Based on Insight Advisors's 13F filing for Q3 2026, filed 22 Oct 2026.