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Iowa State Bank’s Costco COST Stock Holding History

Iowa State Bank’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 		$2.03M Buy
2,235
+124
+6% +$116K 0.34% 71
2026
Q2 		$1.97M Sell
2,111
-6
-0.3% -$5.98K 0.33% 73
2026
Q1 		$2.11M Buy
2,117
+27
+1% +$26.3K 0.39% 72
2025
Q4 		$1.8M Buy
2,090
+3
+0.1% +$2.72K 0.34% 73
2025
Q3 		$1.93M Sell
2,087
-111
-5% -$106K 0.37% 77
2025
Q2 		$2.18M Buy
2,198
+32
+1% +$31.8K 0.43% 72
2025
Q1 		$2.05M Buy
2,166
+37
+2% +$36.1K 0.43% 71
2024
Q4 		$1.95M Buy
2,129
+19
+0.9% +$17.6K 0.41% 73
2024
Q3 		$1.87M Buy
2,110
+157
+8% +$136K 0.38% 74
2024
Q2 		$1.66M Buy
1,953
+54
+3% +$42.1K 0.37% 74
2024
Q1 		$1.39M Buy
+1,899
New +$1.36M 0.31% 81

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

Iowa State Bank's COST Position: Q3 2026 in Review

Iowa State Bank increased its Costco (COST) stake by 5.9% in Q3 2026, buying an estimated $116K and bringing the position to 2,235 shares worth $2.03M. The position accounts for 0.34% of the portfolio, ranked #71.

Iowa State Bank first reported a position in COST in Q1 2024 and has held it in 11 quarters since. The position peaked at $2.18M in Q2 2025. 231 funds tracked by Wall St. Rank hold COST as of Q3 2026.

  • Iowa State Bank held 2,235 shares of Costco worth $2.03M as of Q3 2026.
  • Iowa State Bank bought 124 Costco shares in Q3 2026, an estimated $116K.
  • Costco made up 0.34% of Iowa State Bank's portfolio in Q3 2026, its #71 holding.
  • Iowa State Bank first reported a position in Costco in Q1 2024 and has held it in 11 quarters since.
  • Iowa State Bank's Costco position peaked at $2.18M in Q2 2025.
  • 231 funds tracked by Wall St. Rank held Costco as of Q3 2026.

Based on Iowa State Bank's 13F filing for Q3 2026, filed 6 Oct 2026.