Mercer Global Advisors
COST icon

Mercer Global Advisors’s Costco COST Stock Holding History

Mercer 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
Q3 		– Sell
-121,523
Closed -$120M – 2666
2025
Q2 		$120M Buy
+121,523
New +$121M 0.24% 59

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

Mercer Global Advisors's COST Position: Q1 2026 in Review

Mercer Global Advisors increased its Costco (COST) stake by 18% in Q1 2026, buying an estimated $22.2M and bringing the position to 150,708 shares worth $150M. The position accounts for 0.22% of the portfolio, ranked #57.

Mercer Global Advisors first reported a position in COST in Q1 2019 and has held it in 28 quarters since. The position peaked at $346M in Q3 2024. 4,237 funds tracked by Wall St. Rank hold COST as of Q1 2026.

  • Mercer Global Advisors held 150,708 shares of Costco worth $150M as of Q1 2026.
  • Mercer Global Advisors bought 22,747 Costco shares in Q1 2026, an estimated $22.2M.
  • Costco made up 0.22% of Mercer Global Advisors's portfolio in Q1 2026, its #57 holding.
  • Mercer Global Advisors first reported a position in Costco in Q1 2019 and has held it in 28 quarters since.
  • Mercer Global Advisors's Costco position peaked at $346M in Q3 2024.
  • 4,237 funds tracked by Wall St. Rank held Costco as of Q1 2026.

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