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FORTRESS PRIVATE LEDGER, LLC

Position in COST — Costco Wholesale Corp /New

CIK 1718251 RALEIGH, NC

Position in COST

as of Jun 30, 2026 · filed Aug 7, 2026
Position Value
$405,058
-$26,396 QoQ
Shares Held
433
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#3,375
of 4,178 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority Sole 0% Shared 0% None 100%

Common Shares in COST Over Time

Shares Held

Position Value (USD)

Position in Discount Stores

Consumer Defensive · as of Jun 30, 2026

FORTRESS PRIVATE LEDGER, LLC holds $4,270,027 across 4 Discount Stores names. COST ranks #4 (9.5% of the industry book) .

# Ticker Company Shares Value (USD) Open
4 COST
Costco Wholesale Corp /New
This page
433 $405,058

All Filings in COST

Export CSV
2 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $405,058 433
2026-03-31 $431,454 433