Investor's Fiduciary Advisor Network’s Costco COST Stock Holding History

Investor's Fiduciary Advisor Network’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	$2.35M	Sell	2,354 -75	-3%	-$73.1K	0.72%	32
2025 Q4	$2.09M	Buy	2,429 +308	+15%	+$279K	0.45%	52
2025 Q3	$1.96M	Buy	2,121 +36	+2%	+$34.5K	0.67%	37
2025 Q2	$2.06M	Buy	2,085 +501	+32%	+$498K	0.77%	30
2025 Q1	$1.5M	Sell	1,584 -436	-22%	-$425K	0.71%	39
2024 Q4	$1.85M	Buy	+2,020	New	+$1.87M	0.71%	36

Other funds holding COST

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

DAM

Diamant Asset Management Ridgefield, Connecticut $147M AUM 25.76% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Investor's Fiduciary Advisor Network's COST Position: Q1 2026 in Review

Investor's Fiduciary Advisor Network reduced its Costco (COST) stake by 3.1% in Q1 2026, selling an estimated $73.1K and leaving 2,354 shares worth $2.35M. The position accounts for 0.72% of the portfolio, ranked #32.

Investor's Fiduciary Advisor Network first reported a position in COST in Q4 2024 and has held it in 6 quarters since. 4,239 funds tracked by Wall St. Rank hold COST as of Q1 2026.

Investor's Fiduciary Advisor Network held 2,354 shares of Costco worth $2.35M as of Q1 2026.
Investor's Fiduciary Advisor Network sold 75 Costco shares in Q1 2026, an estimated $73.1K.
Costco made up 0.72% of Investor's Fiduciary Advisor Network's portfolio in Q1 2026, its #32 holding.
Investor's Fiduciary Advisor Network first reported a position in Costco in Q4 2024 and has held it in 6 quarters since.
4,239 funds tracked by Wall St. Rank held Costco as of Q1 2026.

Based on Investor's Fiduciary Advisor Network's 13F filing for Q1 2026, filed 12 May 2026.