SageGuard Financial Group, LLC
Position in COST — Costco Wholesale Corp /New
CIK 1861378
GOODLETTSVILLE, TN
Position in COST
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$13,220,997
-$2,070,217 QoQ
Shares Held
14,133
-7.9% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
2.95%
of 13F equity value
Holder Rank
#762
of 4,178 holders
Holding Since
Dec 2025
3 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, 2026SageGuard Financial Group, LLC holds $36,397,463 across 3 Discount Stores names. COST ranks #2 (36.3% of the industry book) .
All Filings in COST
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $13,220,997 | 14,133 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $15,291,214 | 15,346 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $13,417,148 | 15,559 | Shares | Sole | 2026-01-27 | |
| No filing history on record for this holder in this stock. | ||||||