Legacy Financial Advisors, Inc.
Position in COST — Costco Wholesale Corp /New
CIK 1730810
COVINGTON, KY
Position in COST
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$1,797,037
-$105,147 QoQ
Shares Held
1,921
+0.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.38%
of 13F equity value
Holder Rank
#2,041
of 4,178 holders
Holding Since
Sep 2020
24 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, 2026Legacy Financial Advisors, Inc. holds $5,874,799 across 4 Discount Stores names. COST ranks #2 (30.6% of the industry book) .
All Filings in COST
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,797,037 | 1,921 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $1,902,184 | 1,909 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $1,469,427 | 1,704 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $1,649,472 | 1,782 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $1,770,012 | 1,788 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $1,639,982 | 1,734 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $1,574,151 | 1,718 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $1,555,842 | 1,755 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $1,478,132 | 1,739 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $1,261,588 | 1,722 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $1,104,313 | 1,673 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $868,343 | 1,537 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $714,430 | 1,327 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $604,193 | 1,216 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $457,869 | 1,003 | Shares | Sole | 2023-02-06 | |
| 2022-09-30 | $492,577 | 1,043 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $413,618 | 863 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $586,215 | 1,018 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $471,191 | 830 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $341,056 | 759 | Shares | Sole | 2021-10-26 | |
| 2021-06-30 | $267,077 | 675 | Shares | Sole | 2021-07-21 | |
| 2021-03-31 | $258,015 | 732 | Shares | Sole | 2021-04-28 | |
| 2020-12-31 | $246,790 | 655 | Shares | Sole | 2021-02-02 | |
| 2020-09-30 | $234,300 | 660 | Shares | Sole | 2020-11-09 | |
| No filing history on record for this holder in this stock. | ||||||