Position in COST
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$2,183,386
-$85,484 QoQ
Shares Held
2,334
+2.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.70%
of 13F equity value
Holder Rank
#1,895
of 4,193 holders
Holding Since
Mar 2022
18 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, 2026DRIVE WEALTH MANAGEMENT, LLC holds $6,030,379 across 3 Discount Stores names. COST ranks #2 (36.2% of the industry book) .
All Filings in COST
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,183,386 | 2,334 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $2,268,870 | 2,277 | Shares | Other | 2026-04-14 | |
| 2025-12-31 | $1,772,970 | 2,056 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $2,082,667 | 2,250 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $2,253,103 | 2,276 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $2,405,117 | 2,543 | Shares | Other | 2025-05-07 | |
| 2024-12-31 | $1,218,639 | 1,330 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $1,126,766 | 1,271 | Shares | Other | 2024-11-07 | |
| 2024-06-30 | $1,048,887 | 1,234 | Shares | Sole | 2024-08-01 | |
| 2024-03-31 | $908,461 | 1,240 | Shares | Sole | 2024-04-22 | |
| 2023-12-31 | $904,969 | 1,371 | Shares | Sole | 2024-01-22 | |
| 2023-09-30 | $747,442 | 1,323 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $616,983 | 1,146 | Shares | Sole | 2023-07-14 | |
| 2023-03-31 | $522,707 | 1,052 | Shares | Sole | 2023-04-13 | |
| 2022-12-31 | $352,874 | 773 | Shares | Sole | 2023-01-27 | |
| 2022-09-30 | $352,313 | 746 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $272,710 | 569 | Shares | Sole | 2022-11-15 | |
| 2022-03-31 | $249,918 | 434 | Shares | Sole | 2022-11-15 | |
| No filing history on record for this holder in this stock. | ||||||