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Investment Research Partners’s Costco COST Stock Holding History

Investment Research Partners’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 		$1.73M Buy
1,847
+140
+8% +$139K 0.58% 35
2026
Q1 		$1.7M Buy
1,707
+194
+13% +$189K 0.69% 27
2025
Q4 		$1.3M Buy
1,513
+49
+3% +$44.4K 0.56% 38
2025
Q3 		$1.34M Buy
+1,464
New +$1.4M 0.6% 33

Other funds holding COST

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Amundi
Amundi Paris, France $413B AUM 44.57% 1-Year Est. Return

Investment Research Partners's COST Position: Q2 2026 in Review

Investment Research Partners increased its Costco (COST) stake by 8.2% in Q2 2026, buying an estimated $139K and bringing the position to 1,847 shares worth $1.73M. The position accounts for 0.58% of the portfolio, ranked #35.

Investment Research Partners first reported a position in COST in Q3 2025 and has held it in 4 quarters since. 3,426 funds tracked by Wall St. Rank hold COST as of Q2 2026.

  • Investment Research Partners held 1,847 shares of Costco worth $1.73M as of Q2 2026.
  • Investment Research Partners bought 140 Costco shares in Q2 2026, an estimated $139K.
  • Costco made up 0.58% of Investment Research Partners's portfolio in Q2 2026, its #35 holding.
  • Investment Research Partners first reported a position in Costco in Q3 2025 and has held it in 4 quarters since.
  • 3,426 funds tracked by Wall St. Rank held Costco as of Q2 2026.

Based on Investment Research Partners's 13F filing for Q2 2026, filed 4 Aug 2026.