Patten Group, Inc.

Position in COST — Costco Wholesale Corp /New

CIK 1633207 CHATTANOOGA, TN

Position in COST

as of Jun 30, 2026 · filed Aug 6, 2026 Compact

Position Value

$230,124

New position

Shares Held

246

first reported quarter

Ownership

0.000%

of shares outstanding

% of Portfolio

0.05%

of 13F equity value

Holder Rank

#3,843

of 4,178 holders

Holding Since

Jun 2026

1 quarter on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Defensive · as of Jun 30, 2026

Patten Group, Inc. holds $4,781,202 across 4 Discount Stores names. COST ranks #4 (4.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	WMT	Walmart Inc.	28,801	$3,262,000
2	BJ	BJ's Wholesale Club Holdings, Inc.	8,908	$776,955
3	DG	Dollar General Corp	4,449	$512,123
4	COST	Costco Wholesale Corp /New This page	246	$230,124

1 filing row on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$230,124	246	—	Shares	Sole	2026-08-06
No filing history on record for this holder in this stock.