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Rachor Investment Advisory Services’s Costco COST Stock Holding History

Rachor Investment Advisory 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
Q2 		$150K Sell
160
-3
-2% -$2.99K 0.07% 29
2026
Q1 		$163K Hold
163
– – 0.09% 26
2025
Q4 		$141K Buy
+163
New +$148K 0.07% 28

Other funds holding COST

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
EHC
Everett Harris & Co Los Angeles, California $8.14B AUM 14.79% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Rachor Investment Advisory Services's COST Position: Q2 2026 in Review

Rachor Investment Advisory Services reduced its Costco (COST) stake by 1.8% in Q2 2026, selling an estimated $2.99K and leaving 160 shares worth $150K. The position accounts for 0.07% of the portfolio, ranked #29.

Rachor Investment Advisory Services first reported a position in COST in Q4 2025 and has held it in 3 quarters since. The position peaked at $163K in Q1 2026. 2,648 funds tracked by Wall St. Rank hold COST as of Q2 2026.

  • Rachor Investment Advisory Services held 160 shares of Costco worth $150K as of Q2 2026.
  • Rachor Investment Advisory Services sold 3 Costco shares in Q2 2026, an estimated $2.99K.
  • Costco made up 0.07% of Rachor Investment Advisory Services's portfolio in Q2 2026, its #29 holding.
  • Rachor Investment Advisory Services first reported a position in Costco in Q4 2025 and has held it in 3 quarters since.
  • Rachor Investment Advisory Services's Costco position peaked at $163K in Q1 2026.
  • 2,648 funds tracked by Wall St. Rank held Costco as of Q2 2026.

Based on Rachor Investment Advisory Services's 13F filing for Q2 2026, filed 16 Jul 2026.