Iron Gate Global Advisors’s Costco COST Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q4
Sell
-100
Closed -$1.2K 106
2025
Q3
$1.2K Buy
+100
New +$95.9K ﹤0.01% 114
2023
Q1
Sell
-100
Closed -$985 91
2022
Q4
$985 Buy
+100
New +$48.9K ﹤0.01% 93

Other funds holding COST

Iron Gate Global Advisors's COST Position: Q2 2026 in Review

Iron Gate Global Advisors increased its Costco (COST) stake by 43% in Q2 2026, buying an estimated $788K and bringing the position to 2,618 shares worth $2.45M. The position accounts for 0.24% of the portfolio, ranked #30.

Iron Gate Global Advisors first reported a position in COST in Q2 2020 and has held it in 25 quarters since. 4,243 funds tracked by Wall St. Rank hold COST as of Q2 2026.

  • Iron Gate Global Advisors held 2,618 shares of Costco worth $2.45M as of Q2 2026.
  • Iron Gate Global Advisors bought 791 Costco shares in Q2 2026, an estimated $788K.
  • Costco made up 0.24% of Iron Gate Global Advisors's portfolio in Q2 2026, its #30 holding.
  • Iron Gate Global Advisors first reported a position in Costco in Q2 2020 and has held it in 25 quarters since.
  • 4,243 funds tracked by Wall St. Rank held Costco as of Q2 2026.

Based on Iron Gate Global Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.