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MFA Wealth Services’s Costco COST Stock Holding History

MFA Wealth Services’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
2026
Q3 		$763K Hold
838
– – 0.45% 59
2026
Q2 		$784K Sell
838
-125
-13% -$125K 0.47% 60
2026
Q1 		$959K Sell
963
-8
-0.8% -$7.8K 0.64% 47
2025
Q4 		$837K Buy
971
+26
+3% +$23.6K 0.57% 49
2025
Q3 		$875K Buy
945
+14
+2% +$13.4K 0.6% 47
2025
Q2 		$921K Buy
931
+6
+0.6% +$5.96K 0.69% 42
2025
Q1 		$874K Buy
925
+1
+0.1% +$975 0.72% 36
2024
Q4 		$847K Buy
+924
New +$857K 0.68% 42

Other funds holding COST

Emerald Advisors
Emerald Advisors Bellevue, Washington $781M AUM 4.78% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
Cardano Risk Management
Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Sarasin & Partners
Sarasin & Partners London, United Kingdom $8.93B AUM 11.81% 1-Year Est. Return
Congress Asset Management
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
Bank Pictet & Cie (Europe)
Bank Pictet & Cie (Europe) Frankfurt Am Main, Germany $5.31B AUM 25.55% 1-Year Est. Return

MFA Wealth Services's COST Position: Q3 2026 in Review

MFA Wealth Services held its Costco (COST) position steady in Q3 2026 at 838 shares worth $763K. The position accounts for 0.45% of the portfolio, ranked #59.

MFA Wealth Services first reported a position in COST in Q4 2024 and has held it in 8 quarters since. The position peaked at $959K in Q1 2026. 1,173 funds tracked by Wall St. Rank hold COST as of Q3 2026.

  • MFA Wealth Services held 838 shares of Costco worth $763K as of Q3 2026.
  • MFA Wealth Services left its Costco share count unchanged in Q3 2026.
  • Costco made up 0.45% of MFA Wealth Services's portfolio in Q3 2026, its #59 holding.
  • MFA Wealth Services first reported a position in Costco in Q4 2024 and has held it in 8 quarters since.
  • MFA Wealth Services's Costco position peaked at $959K in Q1 2026.
  • 1,173 funds tracked by Wall St. Rank held Costco as of Q3 2026.

Based on MFA Wealth Services's 13F filing for Q3 2026, filed 14 Oct 2026.