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TD Capital Management LLC

Position in COST — Costco Wholesale Corp /New

CIK 1483824 MEMPHIS, TN

Position in COST

as of Jun 30, 2026 · filed Aug 6, 2026
Position Value
$21,515
-$7,381 QoQ
Shares Held
23
-20.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#4,127
of 4,178 holders
Holding Since
Sep 2023
12 quarters on record
Voting authority Sole 100% Shared 0% None 0%

Common Shares in COST Over Time

Shares Held

Position Value (USD)

Position in Discount Stores

Consumer Defensive · as of Jun 30, 2026

TD Capital Management LLC holds $2,220,959 across 4 Discount Stores names. COST ranks #3 (1.0% of the industry book) .

# Ticker Company Shares Value (USD) Open
3 COST
Costco Wholesale Corp /New
This page
23 $21,515

All Filings in COST

Export CSV
12 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $21,515 23
2026-03-31 $28,896 29
2025-12-31 $6,036 7
2025-09-30 $6,479 7
2025-06-30 $6,929 7
2025-03-31 $6,620 7
2024-12-31 $6,413 7
2024-09-30 $5,319 6
2024-06-30 $5,099 6
2024-03-31 $4,395 6
2023-12-31 $3,960 6
2023-09-30 $9 0