Legacy Wealth Asset Management, LLC

Position in COST — Costco Wholesale Corp /New

CIK 1846151 WOODBURY, MN

Position in COST

as of Jun 30, 2026 · filed Jul 9, 2026 Compact

Position Value

$225,448

-$14,691 QoQ

Shares Held

241

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.06%

of 13F equity value

Holder Rank

#3,843

of 4,170 holders

Holding Since

Mar 2026

2 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Consumer Defensive · as of Jun 30, 2026

Legacy Wealth Asset Management, LLC holds $1,918,961 across 5 Discount Stores names. COST ranks #5 (11.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	DG	Dollar General Corp	4,689	$539,750
2	PSMT	Pricesmart Inc	2,594	$506,711
3	BJ	BJ's Wholesale Club Holdings, Inc.	4,427	$386,122
4	OLLI	Ollie's Bargain Outlet Holdings, Inc.	3,394	$260,930
5	COST	Costco Wholesale Corp /New This page	241	$225,448

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$225,448	241	0.0%	Shares	Sole	2026-07-09
2026-03-31	$240,139	241	—	Shares	Sole	2026-04-08
No filing history on record for this holder in this stock.