Interchange Capital Partners, LLC

Position in COST — Costco Wholesale Corp /New

CIK 1845998 PITTSBURGH, PA

Position in COST

as of Jun 30, 2026 · filed Jul 20, 2026 Compact

Position Value

$1,405,075

+$325,942 QoQ

Shares Held

1,502

+38.7% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.43%

of 13F equity value

Holder Rank

#2,253

of 4,178 holders

Holding Since

Dec 2020

18 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Defensive · as of Jun 30, 2026

Interchange Capital Partners, LLC holds $3,582,806 across 4 Discount Stores names. COST ranks #2 (39.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	WMT	Walmart Inc.	15,067	$1,706,488
2	COST	Costco Wholesale Corp /New This page	1,502	$1,405,075
3	TGT	Target Corp	1,893	$247,244
4	DLTR	Dollar Tree, Inc.	1,852	$223,999

18 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,405,075	1,502	+38.7%	Shares	Sole	2026-07-20
2026-03-31	$1,079,133	1,083	-20.3%	Shares	Sole	2026-04-24
2025-12-31	$1,171,057	1,358	+15.9%	Shares	Sole	2026-01-30
2025-09-30	$1,084,838	1,172	+14.7%	Shares	Sole	2025-11-12
2025-06-30	$1,011,718	1,022	+1.0%	Shares	Sole	2025-07-31
2025-03-31	$957,129	1,012	+2.4%	Shares	Sole	2025-04-30
2024-12-31	$905,274	988	+3.7%	Shares	Sole	2025-02-11
2024-09-30	$844,853	953	-3.4%	Shares	Sole	2024-10-28
2024-06-30	$838,940	987	+159.7%	Shares	Sole	2024-07-31
2024-03-31	$278,399	380	-2.6%	Shares	Sole	2024-05-08
2023-12-31	$257,431	390	-28.0%	Shares	Sole	2024-01-09
2023-09-30	$306,208	542	-24.8%	Shares	Sole	2023-11-13
2023-06-30	$388,171	721	+5.3%	Shares	Sole	2023-08-08
2023-03-31	$340,355	685	+38.4%	Shares	Sole	2023-05-15
2022-09-30	$233,773	495	-8.0%	Shares	Sole	2022-11-07
2022-06-30	$257,852	538	-0.6%	Shares	Sole	2022-08-05
2022-03-31	$311,534	541	+209.1%	Shares	Sole	2022-05-13
2020-12-31	$65,936	175	—	Shares	Sole	2021-02-16
No filing history on record for this holder in this stock.