Carmel Capital Partners, LLC
Position in COST — Costco Wholesale Corp /New
CIK 1900481
SAN DIEGO, CA
Position in COST
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$608,055
-$75,495 QoQ
Shares Held
650
-5.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.38%
of 13F equity value
Holder Rank
#3,016
of 4,178 holders
Holding Since
Mar 2023
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, 2026Carmel Capital Partners, LLC holds $4,117,027 across 3 Discount Stores names. COST ranks #2 (14.8% of the industry book) .
All Filings in COST
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $608,055 | 650 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $683,550 | 686 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $453,590 | 526 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $255,473 | 276 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $513,778 | 519 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $559,901 | 592 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $530,520 | 579 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $507,089 | 572 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $535,493 | 630 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $472,546 | 645 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $455,455 | 690 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $433,889 | 768 | Shares | Sole | 2023-10-27 | |
| 2023-06-30 | $365,021 | 678 | Shares | Sole | 2023-07-27 | |
| 2023-03-31 | $735,367 | 1,480 | Shares | Sole | 2023-04-19 | |
| No filing history on record for this holder in this stock. | ||||||