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Investors Research Corp’s Costco COST Stock Holding History

Investors Research Corp’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 		$41.9K Hold
46
– – 0.01% 416
2026
Q2 		$43K Hold
46
– – 0.01% 408
2026
Q1 		$45.8K Hold
46
– – 0.01% 398
2025
Q4 		$39.7K Buy
46
+37
+411% +$33.5K 0.01% 465
2025
Q3 		$8.33K Hold
9
– – ﹤0.01% 660
2025
Q2 		$8.91K Buy
+9
New +$8.95K ﹤0.01% 681
2024
Q1 		– Sell
-98
Closed -$64.7K – 1044
2023
Q4 		$64.7K Sell
98
-28
-22% -$16.6K 0.02% 473
2023
Q3 		$71.2K Hold
126
– – 0.02% 459
2023
Q2 		$67.8K Hold
126
– – 0.02% 470
2023
Q1 		$62.6K Hold
126
– – 0.02% 488
2022
Q4 		$57.5K Buy
126
+13
+12% +$6.35K 0.02% 492
2022
Q3 		$53K Buy
113
+7
+7% +$3.64K 0.02% 482
2022
Q2 		$51K Buy
106
+98
+1,225% +$49.7K 0.02% 502
2022
Q1 		$5K Buy
+8
New +$4.2K ﹤0.01% 832
2020
Q1 		– Sell
-75
Closed -$22K – 1124
2019
Q4 		$22K Hold
75
– – 0.01% 687
2019
Q3 		$22K Hold
75
– – 0.01% 678
2019
Q2 		$20K Hold
75
– – 0.01% 697
2019
Q1 		$18K Buy
+75
New +$16.4K 0.01% 706

Other funds holding COST

CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
SC
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
SC
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
LC
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

Investors Research Corp's COST Position: Q3 2026 in Review

Investors Research Corp held its Costco (COST) position steady in Q3 2026 at 46 shares worth $41.9K. The position accounts for 0.01% of the portfolio, ranked #416.

Investors Research Corp first reported a position in COST in Q1 2019 and has held it in 18 quarters since. The position peaked at $71.2K in Q3 2023. 231 funds tracked by Wall St. Rank hold COST as of Q3 2026.

  • Investors Research Corp held 46 shares of Costco worth $41.9K as of Q3 2026.
  • Investors Research Corp left its Costco share count unchanged in Q3 2026.
  • Costco made up 0.01% of Investors Research Corp's portfolio in Q3 2026, its #416 holding.
  • Investors Research Corp first reported a position in Costco in Q1 2019 and has held it in 18 quarters since.
  • Investors Research Corp's Costco position peaked at $71.2K in Q3 2023.
  • 231 funds tracked by Wall St. Rank held Costco as of Q3 2026.

Based on Investors Research Corp's 13F filing for Q3 2026, filed 7 Oct 2026.