Skip to main content

SWAN Capital LLC

Position in COST — Costco Wholesale Corp /New

CIK 1952722 PENSACOLA, FL

Position in COST

as of Jun 30, 2026 · filed Aug 13, 2026
Position Value
$46,773
-$3,048 QoQ
Shares Held
50
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#4,085
of 4,178 holders
Holding Since
Jun 2024
9 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, 2026

SWAN Capital LLC holds $251,972 across 4 Discount Stores names. COST ranks #2 (18.6% of the industry book) .

# Ticker Company Shares Value (USD) Open
2 COST
Costco Wholesale Corp /New
This page
50 $46,773

All Filings in COST

Export CSV
9 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $46,773 50
2026-03-31 $49,821 50
2025-12-31 $43,117 50
2025-09-30 $46,281 50
2025-06-30 $54,446 55
2025-03-31 $47,289 50
2024-12-31 $45,813 50
2024-09-30 $44,326 50
2024-06-30 $42,499 50