Foster Victor Wealth Advisors, LLC
Position in COST — Costco Wholesale Corp /New
CIK 1769063
GREENVILLE, SC
Position in COST
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$433,122
-$27,228 QoQ
Shares Held
463
+0.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#3,316
of 4,178 holders
Holding Since
Jun 2022
17 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, 2026Foster Victor Wealth Advisors, LLC holds $33,624,142 across 3 Discount Stores names. COST ranks #3 (1.3% of the industry book) .
All Filings in COST
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $433,122 | 463 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $460,350 | 462 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $397,538 | 461 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $453,558 | 490 | Shares | Sole | 2025-10-10 | |
| 2025-06-30 | $478,141 | 483 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $387,769 | 410 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $431,563 | 471 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $472,515 | 533 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $450,494 | 530 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 | $348,731 | 476 | Shares | Sole | 2024-04-26 | |
| 2023-12-31 | $314,198 | 476 | Shares | Sole | 2024-01-19 | |
| 2023-09-30 | $271,745 | 481 | Shares | Sole | 2023-10-16 | |
| 2023-06-30 | $255,730 | 475 | Shares | Sole | 2023-07-17 | |
| 2023-03-31 | $319,984 | 644 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $285,312 | 625 | Shares | Sole | 2023-01-27 | |
| 2022-09-30 | $270,610 | 573 | Shares | Sole | 2022-10-24 | |
| 2022-06-30 | $226,699 | 473 | Shares | Sole | 2022-07-19 | |
| No filing history on record for this holder in this stock. | ||||||