LFA - Lugano Financial Advisors SA
Position in COST — Costco Wholesale Corp /New
CIK 1737871
LUGANO, V8
Position in COST
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$59,870
+$28,981 QoQ
Shares Held
64
+106.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#4,072
of 4,178 holders
Holding Since
Dec 2021
9 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, 2026LFA - Lugano Financial Advisors SA holds $171,918 across 3 Discount Stores names. COST ranks #2 (34.8% of the industry book) .
All Filings in COST
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $59,870 | 64 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $30,889 | 31 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $26,732 | 31 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $28,694 | 31 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $30,688 | 31 | Shares | Sole | 2025-08-07 | |
| 2023-06-30 | $75,911 | 141 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $70,058 | 141 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $64,366 | 141 | Shares | Sole | 2023-02-08 | |
| 2021-12-31 | $80,045 | 141 | Shares | Sole | 2022-01-20 | |
| No filing history on record for this holder in this stock. | ||||||