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CAPSTONE INVESTMENT ADVISORS, LLC

Position in COST — Costco Wholesale Corp /New

CIK 1426196 NEW YORK, NY

Position in COST

as of Jun 30, 2026 · filed Aug 17, 2026
Position Value
$665,119
-$754,793 QoQ
Shares Held
711
-50.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#2,944
of 4,178 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority Sole 0% Shared 100% None 0%

Common Shares in COST Over Time

Shares Held

Position Value (USD)

Derivatives in COST

reported options exposure · as of Jun 30, 2026
CallValue
$21,796,451
CallShares
23,300
PutValue
$38,822,005
PutShares
41,500

Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.

Position in Discount Stores

Consumer Defensive · as of Jun 30, 2026

CAPSTONE INVESTMENT ADVISORS, LLC holds $5,782,856 across 5 Discount Stores names. COST ranks #4 (11.5% of the industry book) .

# Ticker Company Shares Value (USD) Open
4 COST
Costco Wholesale Corp /New
This page
711 $665,119

All Filings in COST

Export CSV
50 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $21,796,451 23,300
2026-06-30 $38,822,005 41,500
2026-06-30 $665,119 711
2026-03-31 $40,455,058 40,600
2026-03-31 $41,052,916 41,200
2026-03-31 $1,419,912 1,425
2025-12-31 $3,650,285 4,233
2025-12-31 $31,389,176 36,400
2025-12-31 $27,681,114 32,100
2025-09-30 $41,653,350 45,000
2025-09-30 $8,643,532 9,338
2025-09-30 $62,665,151 67,700
2025-06-30 $18,603,942 18,793
2025-06-30 $35,934,822 36,300
2025-06-30 $10,691,352 10,800
2025-03-31 $13,266,456 14,027
2025-03-31 $21,469,206 22,700
2025-03-31 $64,785,930 68,500
2024-12-31 $41,415,404 45,200
2024-12-31 $185,636,302 202,600
2024-09-30 $170,211 192
2024-09-30 $153,102,004 172,700
2024-09-30 $42,641,612 48,100
2024-06-30 $155,548,170 183,000
2024-06-30 $42,669,498 50,200
2024-06-30 $1,677,880 1,974
2024-03-31 $32,162,457 43,900
2024-03-31 $93,117,273 127,100
2024-03-31 $3,271,192 4,465
2023-12-31 $175,581,280 266,000
2023-12-31 $67,988,240 103,000
2023-12-31 $1,910,271 2,894
2023-09-30 $1,913,519 3,387
2023-09-30 $66,326,304 117,400
2023-09-30 $28,360,992 50,200
2023-06-30 $448,470 833
2023-06-30 $26,972,838 50,100
2023-06-30 $51,092,262 94,900
2023-03-31 $37,364,624 75,200
2023-03-31 $6,956 14
2023-03-31 $23,899,447 48,100
2022-12-31 $6,958,886 15,244
2022-12-31 $15,521,000 34,000
2022-12-31 $3,423,750 7,500
2022-09-30 $6,267,022 13,270
2022-09-30 $2,172,442 4,600
2022-09-30 $16,576,677 35,100
2022-06-30 $23,293,008 48,600
2022-06-30 $3,450,816 7,200
2022-06-30 $4,666,270 9,736