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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
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

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

Intelligence Driven Advisers's COST Position: Q1 2026 in Review

Intelligence Driven Advisers opened a new position in Costco (COST) in Q1 2026: 234 shares worth $233K. The stake represents 0.04% of the portfolio and ranks #111 among its holdings. This is a return to the name: Intelligence Driven Advisers previously reported a position in COST as recently as Q4 2024.

Intelligence Driven Advisers first reported a position in COST in Q4 2024 and has held it in 2 quarters since. 4,238 funds tracked by Wall St. Rank hold COST as of Q1 2026.

  • Intelligence Driven Advisers held 234 shares of Costco worth $233K as of Q1 2026.
  • Costco was a new Intelligence Driven Advisers position in Q1 2026.
  • Costco made up 0.04% of Intelligence Driven Advisers's portfolio in Q1 2026, its #111 holding.
  • Intelligence Driven Advisers first reported a position in Costco in Q4 2024 and has held it in 2 quarters since.
  • 4,238 funds tracked by Wall St. Rank held Costco as of Q1 2026.

Based on Intelligence Driven Advisers's 13F filing for Q1 2026, filed 15 May 2026.