IGGA
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Iron Gate Global Advisors’s Costco COST Stock Holding History

Iron Gate Global Advisors’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
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

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
DAM
Diamant Asset Management Ridgefield, Connecticut $137B AUM 18.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Iron Gate Global Advisors's COST Position: Q1 2026 in Review

Iron Gate Global Advisors increased its Costco (COST) stake by 7.6% in Q1 2026, buying an estimated $126K and bringing the position to 1,827 shares worth $1.82M. The position accounts for 0.19% of the portfolio, ranked #31.

Iron Gate Global Advisors first reported a position in COST in Q2 2020 and has held it in 24 quarters since. 4,237 funds tracked by Wall St. Rank hold COST as of Q1 2026.

  • Iron Gate Global Advisors held 1,827 shares of Costco worth $1.82M as of Q1 2026.
  • Iron Gate Global Advisors bought 129 Costco shares in Q1 2026, an estimated $126K.
  • Costco made up 0.19% of Iron Gate Global Advisors's portfolio in Q1 2026, its #31 holding.
  • Iron Gate Global Advisors first reported a position in Costco in Q2 2020 and has held it in 24 quarters since.
  • 4,237 funds tracked by Wall St. Rank held Costco as of Q1 2026.

Based on Iron Gate Global Advisors's 13F filing for Q1 2026, filed 15 May 2026.