Insight Wealth Strategies’s Costco COST Stock Holding History

Insight Wealth Strategies’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	$279K	Sell	307 -76	-20%	-$70.9K	0.03%	168
2026 Q2	$354K	Buy	383 +171	+81%	+$170K	0.03%	145
2026 Q1	$212K	Buy	+212	New	+$207K	0.02%	172
2021 Q2	–	Sell	-831	Closed	-$293K	–	196
2021 Q1	$293K	Sell	831 -6	-0.7%	-$2.09K	0.04%	179
2020 Q4	$315K	Buy	837 +107	+15%	+$40K	0.05%	160
2020 Q3	$259K	Buy	+730	New	+$245K	0.05%	160
2019 Q1	–	Sell	-4,401	Closed	-$896K	–	137
2018 Q4	$896K	Buy	+4,401	New	+$983K	0.27%	55

Other funds holding COST

CAM

Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return

Steginsky Capital Port Washington, New York $610M AUM 12.34% 1-Year Est. Return

MSV

MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return

NFGCM

Norman Fields Gottscho Capital Management New York $329M AUM 22.06% 1-Year Est. Return

VCM

Violich Capital Management San Francisco, California $927M AUM 28.93% 1-Year Est. Return

YIA

YHB Investment Advisors West Hartford, Connecticut $1.59B AUM 21.04% 1-Year Est. Return

Lincoln Capital Lincoln, Nebraska $570M AUM 10.88% 1-Year Est. Return

PNC

Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Insight Wealth Strategies's COST Position: Q3 2026 in Review

Insight Wealth Strategies reduced its Costco (COST) stake by 20% in Q3 2026, selling an estimated $70.9K and leaving 307 shares worth $279K. The position accounts for 0.03% of the portfolio, ranked #168.

Insight Wealth Strategies first reported a position in COST in Q4 2018 and has held it in 7 quarters since. The position peaked at $896K in Q4 2018. 231 funds tracked by Wall St. Rank hold COST as of Q3 2026.

Insight Wealth Strategies held 307 shares of Costco worth $279K as of Q3 2026.
Insight Wealth Strategies sold 76 Costco shares in Q3 2026, an estimated $70.9K.
Costco made up 0.03% of Insight Wealth Strategies's portfolio in Q3 2026, its #168 holding.
Insight Wealth Strategies first reported a position in Costco in Q4 2018 and has held it in 7 quarters since.
Insight Wealth Strategies's Costco position peaked at $896K in Q4 2018.
231 funds tracked by Wall St. Rank held Costco as of Q3 2026.

Based on Insight Wealth Strategies's 13F filing for Q3 2026, filed 9 Oct 2026.