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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Mercer Global Advisors's COST Position: Q2 2026 in Review

Mercer Global Advisors increased its Costco (COST) stake by 14% in Q2 2026, buying an estimated $20.9M and bringing the position to 171,725 shares worth $161M. The position accounts for 0.2% of the portfolio, ranked #67.

Mercer Global Advisors first reported a position in COST in Q1 2019 and has held it in 29 quarters since. The position peaked at $346M in Q3 2024. 4,250 funds tracked by Wall St. Rank hold COST as of Q2 2026.

  • Mercer Global Advisors held 171,725 shares of Costco worth $161M as of Q2 2026.
  • Mercer Global Advisors bought 21,017 Costco shares in Q2 2026, an estimated $20.9M.
  • Costco made up 0.2% of Mercer Global Advisors's portfolio in Q2 2026, its #67 holding.
  • Mercer Global Advisors first reported a position in Costco in Q1 2019 and has held it in 29 quarters since.
  • Mercer Global Advisors's Costco position peaked at $346M in Q3 2024.
  • 4,250 funds tracked by Wall St. Rank held Costco as of Q2 2026.

Based on Mercer Global Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.