Invested Advisors

SEC CIK: 0002090165
Latest filing: Aug 4, 2026

SEC filings (opens in a new tab)

COST holding history

Costco Wholesale Corp in every 13F filed by Invested Advisors, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

COST overview All 13F holders of COST Full Q2 2026 holdings

Shares (Q2 2026): 666
Value: $623.0K
% of portfolio: 0.6%
Quarters held: 4; Since Q3 2025

Holdings of COST by Invested Advisors, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	666	$623.0K	0.6%	+15+2.3%	Added	Holders
Q1 2026	651	$648.7K	0.7%	+4+0.6%	Added	Holders
Q4 2025	647	$557.9K	0.6%	+62+10.6%	Added	Holders
Q3 2025	585	$542.5K	0.8%	–	No prior filing	Holders