Acumen Wealth Advisors, LLC
Position in COST — Costco Wholesale Corp /New
CIK 1939202
CHATTANOOGA, TN
Position in COST
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$195,513
-$8,755 QoQ
Shares Held
209
+2.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#3,963
of 4,178 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in COST Over Time
Shares Held
Position Value (USD)
Position in Discount Stores
Consumer Defensive · as of Jun 30, 2026Acumen Wealth Advisors, LLC holds $2,683,770 across 3 Discount Stores names. COST ranks #2 (7.3% 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 | $195,513 | 209 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $204,268 | 205 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $172,468 | 200 | Shares | Sole | 2026-02-13 | |
| No filing history on record for this holder in this stock. | ||||||