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Ridgewood Investments LLC

Position in COST — Costco Wholesale Corp /New

CIK 1703556 SPRINGFIELD, NJ

Position in COST

as of Jun 30, 2026 · filed Aug 3, 2026
Position Value
$202,061
+$44,661 QoQ
Shares Held
216
+35.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#3,948
of 4,178 holders
Holding Since
Mar 2023
8 quarters on record
Voting authority Sole 2% Shared 0% None 98%

Common Shares in COST Over Time

Shares Held

Position Value (USD)

Position in Discount Stores

Consumer Defensive · as of Jun 30, 2026

Ridgewood Investments LLC holds $1,463,312 across 3 Discount Stores names. COST ranks #3 (13.8% of the industry book) .

# Ticker Company Shares Value (USD) Open
3 COST
Costco Wholesale Corp /New
This page
216 $202,061

All Filings in COST

Export CSV
8 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $202,061 216
2025-06-30 $157,400 159
2025-03-31 $139,975 148
2024-12-31 $132,859 145
2024-09-30 $119,680 135
2024-06-30 $117,298 138
2023-06-30 $125,442 233
2023-03-31 $117,261 236