Wealthspire Advisors, LLC

Position in COST — Costco Wholesale Corp /New

CIK 1646247 NEW YORK, NY

Position in COST

as of Jun 30, 2026 · filed Aug 11, 2026 Compact

Position Value

$17,381,032

+$3,270,587 QoQ

Shares Held

18,580

+31.2% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

0.32%

of 13F equity value

Holder Rank

#655

of 4,178 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Defensive · as of Jun 30, 2026

Wealthspire Advisors, LLC holds $36,447,306 across 4 Discount Stores names. COST ranks #2 (47.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	WMT	Walmart Inc.	159,109	$18,020,685
2	COST	Costco Wholesale Corp /New This page	18,580	$17,381,032
3	TGT	Target Corp	5,970	$779,741
4	DLTR	Dollar Tree, Inc.	2,198	$265,848

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$17,381,032	18,580	+31.2%	Shares	Sole	2026-08-11
2026-03-31	$14,110,445	14,161	-30.7%	Shares	Sole	2026-05-01
2025-12-31	$17,621,917	20,435	+24.2%	Shares	Sole	2026-02-13
2025-09-30	$15,232,167	16,456	+4.2%	Shares	Sole	2025-11-14
2025-06-30	$15,640,062	15,799	+2.0%	Shares	Sole	2025-08-11
2025-03-31	$14,647,294	15,487	-4.0%	Shares	Sole	2025-05-09
2024-12-31	$14,780,351	16,131	-9.6%	Shares	Sole	2025-02-04
2024-09-30	$15,824,382	17,850	+29.1%	Shares	Sole	2024-11-13
2024-06-30	$11,750,261	13,824	+32.0%	Shares	Sole	2024-08-08
2024-03-31	$7,674,299	10,475	+3.9%	Shares	Sole	2024-05-06
2023-12-31	$6,653,606	10,080	+19.3%	Shares	Sole	2024-02-07
2023-09-30	$4,773,347	8,449	+66.0%	Shares	Sole	2023-11-06
2023-06-30	$2,740,354	5,090	+9.1%	Shares	Sole	2023-08-01
2023-03-31	$2,318,892	4,667	-14.5%	Shares	Sole	2023-05-09
2022-12-31	$2,491,577	5,458	+22.1%	Shares	Sole	2023-02-14
2022-09-30	$2,111,046	4,470	-26.2%	Shares	Sole	2022-11-14
2022-06-30	$2,902,519	6,056	+30.8%	Shares	Sole	2022-08-09
2022-03-31	$2,665,609	4,629	-23.5%	Shares	Sole	2022-05-09
2021-12-31	$3,433,449	6,048	-19.8%	Shares	Sole	2022-02-14
2021-09-30	$3,387,200	7,538	+104.9%	Shares	Sole	2021-11-15
2021-06-30	$1,455,274	3,678	-64.5%	Shares	Sole	2021-08-13
2021-03-31	$3,650,282	10,356	+55.0%	Shares	Sole	2021-05-17
2020-12-31	$2,517,643	6,682	+28.4%	Shares	Sole	2021-02-16
2020-09-30	$1,847,065	5,203	+3.8%	Shares	Sole	2020-11-16
2020-06-30	$1,520,294	5,014	-47.3%	Shares	Sole	2020-08-14
2020-03-31	$2,712,441	9,513	—	Shares	Sole	2020-05-12
No filing history on record for this holder in this stock.