Riversedge Advisors
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Riversedge Advisors’s Costco COST Stock Holding History

Riversedge 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 		$1.13M Sell
1,236
-238
-16% -$222K 0.14% 69
2026
Q2 		$1.38M Buy
1,474
+116
+9% +$116K 0.18% 53
2026
Q1 		$1.35M Buy
1,358
+451
+50% +$440K 0.22% 46
2025
Q4 		$782K Sell
907
-155
-15% -$140K 0.13% 54
2025
Q3 		$983K Buy
1,062
+47
+5% +$45K 0.16% 50
2025
Q2 		$1M Buy
1,015
+9
+0.9% +$8.94K 0.2% 45
2025
Q1 		$951K Buy
1,006
+89
+10% +$86.8K 0.21% 45
2024
Q4 		$840K Buy
917
+47
+5% +$43.6K 0.19% 47
2024
Q3 		$771K Buy
870
+12
+1% +$10.4K 0.17% 44
2024
Q2 		$729K Buy
858
+13
+2% +$10.1K 0.18% 43
2024
Q1 		$619K Buy
845
+44
+5% +$31.4K 0.15% 45
2023
Q4 		$529K Buy
801
+1
+0.1% +$593 0.14% 47
2023
Q3 		$452K Buy
800
+177
+28% +$97.7K 0.13% 49
2023
Q2 		$335K Buy
623
+1
+0.2% +$506 0.09% 60
2023
Q1 		$309K Buy
+622
New +$305K 0.09% 64

Other funds holding COST

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 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
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Riversedge Advisors's COST Position: Q3 2026 in Review

Riversedge Advisors reduced its Costco (COST) stake by 16% in Q3 2026, selling an estimated $222K and leaving 1,236 shares worth $1.13M. The position accounts for 0.14% of the portfolio, ranked #69.

Riversedge Advisors first reported a position in COST in Q1 2023 and has held it in 15 quarters since. The position peaked at $1.38M in Q2 2026. 2,759 funds tracked by Wall St. Rank hold COST as of Q3 2026.

  • Riversedge Advisors held 1,236 shares of Costco worth $1.13M as of Q3 2026.
  • Riversedge Advisors sold 238 Costco shares in Q3 2026, an estimated $222K.
  • Costco made up 0.14% of Riversedge Advisors's portfolio in Q3 2026, its #69 holding.
  • Riversedge Advisors first reported a position in Costco in Q1 2023 and has held it in 15 quarters since.
  • Riversedge Advisors's Costco position peaked at $1.38M in Q2 2026.
  • 2,759 funds tracked by Wall St. Rank held Costco as of Q3 2026.

Based on Riversedge Advisors's 13F filing for Q3 2026, filed 9 Oct 2026.