Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$1.72M Buy
1,721
+559
+48% +$545K 0.08% 125
2025
Q4
$1M Buy
1,162
+507
+77% +$459K 0.06% 132
2025
Q3
$607K Buy
655
+22
+3% +$21.1K 0.04% 149
2025
Q2
$627K Sell
633
-21
-3% -$20.9K 0.04% 128
2025
Q1
$619K Buy
654
+20
+3% +$19.5K 0.04% 124
2024
Q4
$581K Hold
634
0.04% 125
2024
Q3
$562K Sell
634
-3
-0.5% -$2.6K 0.04% 132
2024
Q2
$542K Buy
637
+8
+1% +$6.24K 0.04% 125
2024
Q1
$461K Sell
629
-66
-9% -$47.1K 0.04% 146
2023
Q4
$468K Sell
695
-1,510
-68% -$895K 0.04% 144
2023
Q3
$1.25M Buy
2,205
+225
+11% +$124K 0.11% 68
2023
Q2
$1.07M Buy
1,980
+3
+0.2% +$1.52K 0.1% 68
2023
Q1
$983K Buy
1,977
+45
+2% +$22.1K 0.09% 74
2022
Q4
$882K Buy
1,932
+77
+4% +$37.6K 0.09% 78
2022
Q3
$876K Buy
1,855
+1,296
+232% +$674K 0.1% 72
2022
Q2
$268K Hold
559
0.03% 158
2022
Q1
$322K Buy
+559
New +$293K 0.03% 149
2021
Q4
Sell
-514
Closed -$231K 171
2021
Q3
$231K Buy
514
+21
+4% +$9.23K 0.02% 167
2021
Q2
$195K Buy
493
+158
+47% +$59.7K 0.02% 175
2021
Q1
$118K Buy
335
+310
+1,240% +$108K 0.01% 203
2020
Q4
$9K Hold
25
﹤0.01% 388
2020
Q3
$9K Hold
25
﹤0.01% 390
2020
Q2
$8K Hold
25
﹤0.01% 383
2020
Q1
$7K Hold
25
﹤0.01% 386
2019
Q4
$7K Hold
25
﹤0.01% 385
2019
Q3
$7K Hold
25
﹤0.01% 376
2019
Q2
$7K Hold
25
﹤0.01% 368
2019
Q1
$6K Sell
25
-33
-57% -$7.22K ﹤0.01% 367
2018
Q4
$12K Hold
58
﹤0.01% 338
2018
Q3
$14K Hold
58
﹤0.01% 329
2018
Q2
$12K Hold
58
﹤0.01% 321
2018
Q1
$11K Sell
58
-27
-32% -$5.09K ﹤0.01% 327
2017
Q4
$16K Buy
85
+27
+47% +$4.66K ﹤0.01% 309
2017
Q3
$10K Buy
58
+33
+132% +$5.18K ﹤0.01% 342
2017
Q2
$4K Sell
25
-75
-75% -$12.9K ﹤0.01% 408
2017
Q1
$17K Buy
+100
New +$16.8K ﹤0.01% 316
2016
Q1
Sell
-120
Closed -$19K 440
2015
Q4
$19K Buy
+120
New +$19K 0.01% 273
2015
Q2
Sell
-64
Closed -$10K 437
2015
Q1
$10K Hold
64
﹤0.01% 324
2014
Q4
$9K Sell
64
-300
-82% -$40.8K ﹤0.01% 316
2014
Q3
$41K Buy
+364
New +$44K 0.01% 190

Other funds holding COST

MCF Advisors's COST Position: Q1 2026 in Review

MCF Advisors increased its Costco (COST) stake by 48% in Q1 2026, buying an estimated $545K and bringing the position to 1,721 shares worth $1.72M. The position accounts for 0.08% of the portfolio, ranked #125.

MCF Advisors first reported a position in COST in Q3 2014 and has held it in 40 quarters since. 4,239 funds tracked by Wall St. Rank hold COST as of Q1 2026.

  • MCF Advisors held 1,721 shares of Costco worth $1.72M as of Q1 2026.
  • MCF Advisors bought 559 Costco shares in Q1 2026, an estimated $545K.
  • Costco made up 0.08% of MCF Advisors's portfolio in Q1 2026, its #125 holding.
  • MCF Advisors first reported a position in Costco in Q3 2014 and has held it in 40 quarters since.
  • 4,239 funds tracked by Wall St. Rank held Costco as of Q1 2026.

Based on MCF Advisors's 13F filing for Q1 2026, filed 11 May 2026.