Dynasty Wealth Management, LLC
Position in COST — Costco Wholesale Corp /New
CIK 1727599
ST. PETERSBURG, FL
Position in COST
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$402,252
-$76,034 QoQ
Shares Held
430
-10.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#3,382
of 4,178 holders
Holding Since
Sep 2025
4 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, 2026Dynasty Wealth Management, LLC holds $817,045 across 3 Discount Stores names. COST ranks #1 (49.2% of the industry book) .
All Filings in COST
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $402,252 | 430 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $478,286 | 480 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $326,826 | 379 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $643,312 | 695 | Shares | Sole | 2025-10-29 | |
| No filing history on record for this holder in this stock. | ||||||