Fortitude Family Office, LLC

Family Office

Position in COST — Costco Wholesale Corp /New

CIK 1950506 SCOTTSDALE, AZ

Position in COST

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

Position Value

$1,300,303

-$74,770 QoQ

Shares Held

1,390

+0.7% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

1.32%

of 13F equity value

Holder Rank

#2,311

of 4,178 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Consumer Defensive · as of Jun 30, 2026

Fortitude Family Office, LLC holds $1,768,545 across 8 Discount Stores names. COST ranks #1 (73.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	COST	Costco Wholesale Corp /New This page	1,390	$1,300,303
2	WMT	Walmart Inc.	2,930	$331,851
3	TGT	Target Corp	469	$61,256
4	DLTR	Dollar Tree, Inc.	324	$39,187
5	BJ	BJ's Wholesale Club Holdings, Inc.	210	$18,316
6	DG	Dollar General Corp	99	$11,395
7	PSMT	Pricesmart Inc	28	$5,469
8	OLLI	Ollie's Bargain Outlet Holdings, Inc.	10	$768

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,300,303	1,390	+0.7%	Shares	Sole	2026-07-20
2026-03-31	$1,375,073	1,380	-35.0%	Shares	Sole	2026-04-16
2025-12-31	$1,830,747	2,123	-0.7%	Shares	Sole	2026-01-15
2025-09-30	$1,978,996	2,138	-1.0%	Shares	Sole	2025-10-17
2025-06-30	$2,138,270	2,160	-18.1%	Shares	Sole	2025-07-15
2025-03-31	$2,494,021	2,637	-15.8%	Shares	Sole	2025-04-16
2024-12-31	$2,867,925	3,130	+48.3%	Shares	Sole	2025-01-10
2024-09-30	$1,870,557	2,110	+95.0%	Shares	Sole	2024-10-25
2024-06-30	$919,689	1,082	+0.9%	Shares	Sole	2024-07-10
2024-03-31	$785,379	1,072	+22.2%	Shares	Sole	2024-04-11
2023-12-31	$578,890	877	—	Shares	Sole	2024-01-12
No filing history on record for this holder in this stock.