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Equibles

Cornerstone Planning Group LLC

Position in COST — Costco Wholesale Corp /New

CIK 1822587 FAIRFIELD, NJ
Back to COST Full portfolio

Position in COST

as of Jun 30, 2026 · filed Jul 29, 2026
Position Value
$175,868
-$46,335 QoQ
Shares Held
188
-15.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
#3,996
of 4,198 holders
Holding Since
Dec 2022
14 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, 2026

Cornerstone Planning Group LLC holds $549,492 across 7 Discount Stores names. COST ranks #2 (32.0% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 WMT
Walmart Inc.
 2,528 $286,321
2 COST
Costco Wholesale Corp /New
This page 		188 $175,868
3 PSMT
Pricesmart Inc
 195 $38,091
4 TGT
Target Corp
 172 $22,464
5 DG
Dollar General Corp
 102 $11,741
6 DLTR
Dollar Tree, Inc.
 70 $8,466
7 BJ
BJ's Wholesale Club Holdings, Inc.
 75 $6,541

All Filings in COST

Export CSV
14 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $175,868 188
2026-03-31 $222,203 223
2025-12-31 $162,982 189
2025-09-30 $169,390 183
2025-06-30 $161,360 163
2025-03-31 $233,607 247
2024-12-31 $99,873 109
2024-09-30 $94,857 107
2024-06-30 $95,198 112
2024-03-31 $85,717 117
2023-12-31 $89,110 135
2023-09-30 $99,432 176
2023-06-30 $89,371 166
2022-12-31 $81,257 178