Nautilus Advisors
COST icon

Nautilus Advisors’s Costco COST Stock Holding History

Nautilus 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
2026
Q3 		$3.64M Buy
4,001
+356
+10% +$332K 2.2% 7
2026
Q2 		$3.34M Buy
3,645
+640
+21% +$638K 1.97% 7
2026
Q1 		$2.99M Buy
3,005
+165
+6% +$161K 2.05% 8
2025
Q4 		$2.45M Buy
2,840
+43
+2% +$39K 1.6% 12
2025
Q3 		$2.59M Buy
2,797
+313
+13% +$300K 1.74% 9
2025
Q2 		$2.46M Sell
2,484
-11
-0.4% -$10.9K 1.8% 9
2025
Q1 		$2.36M Sell
2,495
-10
-0.4% -$9.8K 1.95% 8
2024
Q4 		$2.3M Buy
+2,505
New +$2.32M 1.83% 10

Other funds holding COST

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Everett Harris & Co
Everett Harris & Co Los Angeles, California $8.46B AUM 13.48% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Emerald Advisors
Emerald Advisors Bellevue, Washington $781M AUM 4.78% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Nautilus Advisors's COST Position: Q3 2026 in Review

Nautilus Advisors increased its Costco (COST) stake by 9.8% in Q3 2026, buying an estimated $332K and bringing the position to 4,001 shares worth $3.64M. The position accounts for 2.2% of the portfolio, ranked #7.

Nautilus Advisors first reported a position in COST in Q4 2024 and has held it in 8 quarters since. 2,388 funds tracked by Wall St. Rank hold COST as of Q3 2026.

  • Nautilus Advisors held 4,001 shares of Costco worth $3.64M as of Q3 2026.
  • Nautilus Advisors bought 356 Costco shares in Q3 2026, an estimated $332K.
  • Costco made up 2.2% of Nautilus Advisors's portfolio in Q3 2026, its #7 holding.
  • Nautilus Advisors first reported a position in Costco in Q4 2024 and has held it in 8 quarters since.
  • 2,388 funds tracked by Wall St. Rank held Costco as of Q3 2026.

Based on Nautilus Advisors's 13F filing for Q3 2026, filed 7 Oct 2026.