Legacy Capital Wealth Partners, LLC
Position in COST — Costco Wholesale Corp /New
CIK 1766228
LITTLE ROCK, AR
Position in COST
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$865,309
-$14,538 QoQ
Shares Held
925
+4.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.24%
of 13F equity value
Holder Rank
#2,694
of 4,178 holders
Holding Since
Mar 2023
13 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 Capital Wealth Partners, LLC holds $62,648,484 across 4 Discount Stores names. COST ranks #2 (1.4% of the industry book) .
All Filings in COST
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $865,309 | 925 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $879,847 | 883 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $757,996 | 879 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $808,074 | 873 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $806,801 | 815 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $711,226 | 752 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $636,807 | 695 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $1,023,930 | 1,155 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $492,994 | 580 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $830,069 | 1,133 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $327,399 | 496 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $294,909 | 522 | Shares | Sole | 2023-10-16 | |
| 2023-03-31 | $306,071 | 616 | Shares | Sole | 2023-05-10 | |
| No filing history on record for this holder in this stock. | ||||||