EVERGREEN CAPITAL MANAGEMENT LLC
Position in BJ — BJ's Wholesale Club Holdings, Inc.
CIK 1260824
Bellevue, WA
Position in BJ
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$206,885
-$116,129 QoQ
Shares Held
2,372
-27.7% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#444
of 632 holders
Holding Since
Mar 2025
6 quarters on record
Voting authority
Sole 0%
Shared 100%
None 0%
Common Shares in BJ Over Time
Shares Held
Position Value (USD)
Position in Discount Stores
Consumer Defensive · as of Jun 30, 2026EVERGREEN CAPITAL MANAGEMENT LLC holds $31,080,497 across 7 Discount Stores names. BJ ranks #7 (0.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | COST |
Costco Wholesale Corp /New
|
20,283 | $18,974,138 | |
| 2 | WMT |
Walmart Inc.
|
82,734 | $9,370,451 | |
| 3 | TGT |
Target Corp
|
11,206 | $1,463,615 | |
| 4 | DLTR |
Dollar Tree, Inc.
|
3,806 | $460,335 | |
| 5 | PSMT |
Pricesmart Inc
|
1,962 | $383,257 | |
| 6 | DG |
Dollar General Corp
|
1,927 | $221,816 | |
| 7 | BJ |
BJ's Wholesale Club Holdings, Inc.
This page
|
2,372 | $206,885 |
All Filings in BJ
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $206,885 | 2,372 | Shares | Other | 2026-07-23 | |
| 2026-03-31 | $323,014 | 3,282 | Shares | Other | 2026-05-14 | |
| 2025-12-31 | $338,242 | 3,757 | Shares | Other | 2026-01-27 | |
| 2025-09-30 | $393,515 | 4,220 | Shares | Other | 2025-10-28 | |
| 2025-06-30 | $241,647 | 2,241 | Shares | Other | 2025-08-14 | |
| 2025-03-31 | $260,033 | 2,279 | Shares | Other | 2025-05-15 | |
| No filing history on record for this holder in this stock. | ||||||