North Ridge Wealth Advisors, Inc.
Position in COST — Costco Wholesale Corp /New
CIK 1974277
BEAVERTON, OR
Position in COST
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$24,910
+$3,352 QoQ
Shares Held
25
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
6 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 Mar 31, 2026North Ridge Wealth Advisors, Inc. holds $38,883 across 3 Discount Stores names. COST ranks #1 (64.1% of the industry book) .
All Filings in COST
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $24,910 | 25 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $21,558 | 25 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $23,140 | 25 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $24,748 | 25 | Shares | Sole | 2025-08-15 | |
| 2025-03-31 | $23,644 | 25 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $45,813 | 50 | Shares | Sole | 2025-05-09 | |
| No filing history on record for this holder in this stock. | ||||||