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HUB Investment Partners, LLC

Position in COST — Costco Wholesale Corp /New

CIK 1841815 AUSTIN, TX

Position in COST

as of Jun 30, 2026 · filed Jul 31, 2026
Position Value
$12,429,589
+$328,944 QoQ
Shares Held
13,287
+9.4% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.35%
of 13F equity value
Holder Rank
#792
of 4,178 holders
Holding Since
Dec 2020
23 quarters on record
Voting authority Sole 0% Shared 0% None 100%

Common Shares in COST Over Time

Shares Held

Position Value (USD)

Derivatives in COST

reported options exposure · as of Jun 30, 2026
CallValue
$1,403,205
CallShares
1,500
PutValue
$0
PutShares
0

Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.

Position in Discount Stores

Consumer Defensive · as of Jun 30, 2026

HUB Investment Partners, LLC holds $43,614,559 across 6 Discount Stores names. COST ranks #2 (28.5% of the industry book) .

# Ticker Company Shares Value (USD) Open
2 COST
Costco Wholesale Corp /New
This page
13,287 $12,429,589

All Filings in COST

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29 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $12,429,589 13,287
2026-06-30 $1,403,205 1,500
2026-03-31 $1,793,574 1,800
2026-03-31 $12,100,645 12,144
2025-12-31 $1,552,212 1,800
2025-12-31 $9,953,990 11,543
2025-09-30 $10,774,333 11,640
2025-09-30 $1,388,445 1,500
2025-06-30 $989,940 1,000
2025-06-30 $8,973,806 9,065
2025-03-31 $8,469,459 8,955
2024-12-31 $7,615,119 8,311
2024-09-30 $7,162,195 8,079
2024-06-30 $6,852,619 8,062
2024-03-31 $5,618,539 7,669
2023-12-31 $4,643,002 7,034
2023-09-30 $3,754,159 6,645
2023-06-30 $3,360,567 6,242
2023-03-31 $677,233 1,363
2022-12-31 $329,136 721
2022-09-30 $385,844 817
2022-06-30 $381,506 796
2022-03-31 $15,547,950 27,000
2022-03-31 $610,976 1,061
2021-12-31 $702,244 1,237
2021-09-30 $546,409 1,216
2021-06-30 $470,847 1,190
2021-03-31 $524,490 1,488
2020-12-31 $332,319 882