Intelligence Driven Advisers’s Costco COST Stock Holding History

Intelligence Driven Advisers’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	$253K	Sell	278 -72	-21%	-$67.2K	0.04%	120
2026 Q2	$328K	Buy	350 +116	+50%	+$116K	0.05%	98
2026 Q1	$233K	Buy	+234	New	+$228K	0.04%	111
2025 Q1	–	Sell	-234	Closed	-$214K	–	104
2024 Q4	$214K	Buy	+234	New	+$217K	0.04%	98

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

Intelligence Driven Advisers's COST Position: Q3 2026 in Review

Intelligence Driven Advisers reduced its Costco (COST) stake by 21% in Q3 2026, selling an estimated $67.2K and leaving 278 shares worth $253K. The position accounts for 0.04% of the portfolio, ranked #120.

Intelligence Driven Advisers first reported a position in COST in Q4 2024 and has held it in 4 quarters since. The position peaked at $328K in Q2 2026. 231 funds tracked by Wall St. Rank hold COST as of Q3 2026.

Intelligence Driven Advisers held 278 shares of Costco worth $253K as of Q3 2026.
Intelligence Driven Advisers sold 72 Costco shares in Q3 2026, an estimated $67.2K.
Costco made up 0.04% of Intelligence Driven Advisers's portfolio in Q3 2026, its #120 holding.
Intelligence Driven Advisers first reported a position in Costco in Q4 2024 and has held it in 4 quarters since.
Intelligence Driven Advisers's Costco position peaked at $328K in Q2 2026.
231 funds tracked by Wall St. Rank held Costco as of Q3 2026.

Based on Intelligence Driven Advisers's 13F filing for Q3 2026, filed 9 Oct 2026.