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Investment Planning Advisors’s Costco COST Stock Holding History

Investment Planning 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
Q2 		$490K Buy
523
+135
+35% +$135K 0.11% 67
2026
Q1 		$386K Buy
388
+127
+49% +$124K 0.11% 76
2025
Q4 		$225K Buy
+261
New +$237K 0.07% 90

Other funds holding COST

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
EA
Emerald Advisors Bellevue, Washington $796M AUM 2.51% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
PTC
Provident Trust Company Waukesha, Wisconsin $4.77B AUM 29.31% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

Investment Planning Advisors's COST Position: Q2 2026 in Review

Investment Planning Advisors increased its Costco (COST) stake by 35% in Q2 2026, buying an estimated $135K and bringing the position to 523 shares worth $490K. The position accounts for 0.11% of the portfolio, ranked #67.

Investment Planning Advisors first reported a position in COST in Q4 2025 and has held it in 3 quarters since. 1,853 funds tracked by Wall St. Rank hold COST as of Q2 2026.

  • Investment Planning Advisors held 523 shares of Costco worth $490K as of Q2 2026.
  • Investment Planning Advisors bought 135 Costco shares in Q2 2026, an estimated $135K.
  • Costco made up 0.11% of Investment Planning Advisors's portfolio in Q2 2026, its #67 holding.
  • Investment Planning Advisors first reported a position in Costco in Q4 2025 and has held it in 3 quarters since.
  • 1,853 funds tracked by Wall St. Rank held Costco as of Q2 2026.

Based on Investment Planning Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.