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Resurgent Financial Advisors’s Costco COST Stock Holding History

Resurgent Financial 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
Q1 		$1.37M Buy
1,379
+217
+19% +$211K 0.5% 49
2025
Q4 		$1M Sell
1,162
-70
-6% -$63.4K 0.5% 54
2025
Q3 		$1.14M Sell
1,232
-133
-10% -$127K 0.56% 44
2025
Q2 		$1.35M Buy
1,365
+31
+2% +$30.8K 0.74% 33
2025
Q1 		$1.26M Hold
1,334
– – 0.76% 32
2024
Q4 		$1.22M Buy
1,334
+33
+3% +$30.6K 0.72% 33
2024
Q3 		$1.15M Sell
1,301
-82
-6% -$71.2K 0.67% 40
2024
Q2 		$1.18M Buy
1,383
+12
+0.9% +$9.36K 0.73% 37
2024
Q1 		$1M Buy
1,371
+14
+1% +$9.99K 0.54% 55
2023
Q4 		$896K Buy
1,357
+81
+6% +$48K 0.55% 40
2023
Q3 		$721K Sell
1,276
-66
-5% -$36.4K 0.49% 49
2023
Q2 		$723K Sell
1,342
-40
-3% -$20.2K 0.48% 53
2023
Q1 		$687K Sell
1,382
-198
-13% -$97.1K 0.46% 54
2022
Q4 		$721K Buy
1,580
+78
+5% +$38.1K 0.38% 60
2022
Q3 		$709K Sell
1,502
-6
-0.4% -$3.12K 0.47% 56
2022
Q2 		$723K Buy
1,508
+947
+169% +$480K 0.46% 58
2022
Q1 		$323K Buy
561
+172
+44% +$90.3K 0.2% 120
2021
Q4 		$221K Buy
+389
New +$199K 0.18% 115

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 $147M AUM 25.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Resurgent Financial Advisors's COST Position: Q1 2026 in Review

Resurgent Financial Advisors increased its Costco (COST) stake by 19% in Q1 2026, buying an estimated $211K and bringing the position to 1,379 shares worth $1.37M. The position accounts for 0.5% of the portfolio, ranked #49.

Resurgent Financial Advisors first reported a position in COST in Q4 2021 and has held it in 18 quarters since. 4,239 funds tracked by Wall St. Rank hold COST as of Q1 2026.

  • Resurgent Financial Advisors held 1,379 shares of Costco worth $1.37M as of Q1 2026.
  • Resurgent Financial Advisors bought 217 Costco shares in Q1 2026, an estimated $211K.
  • Costco made up 0.5% of Resurgent Financial Advisors's portfolio in Q1 2026, its #49 holding.
  • Resurgent Financial Advisors first reported a position in Costco in Q4 2021 and has held it in 18 quarters since.
  • 4,239 funds tracked by Wall St. Rank held Costco as of Q1 2026.

Based on Resurgent Financial Advisors's 13F filing for Q1 2026, filed 13 May 2026.