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ABLE Financial Group, LLC

Position in COST — Costco Wholesale Corp /New

CIK 1977500 SCOTTSDALE, AZ

Position in COST

as of Jun 30, 2026 · filed Jul 22, 2026
Position Value
$4,001,005
-$82,365 QoQ
Shares Held
4,277
+4.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
2.33%
of 13F equity value
Holder Rank
#1,429
of 4,178 holders
Holding Since
Mar 2023
14 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

ABLE Financial Group, LLC holds $7,510,056 across 5 Discount Stores names. COST ranks #1 (53.3% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 COST
Costco Wholesale Corp /New
This page
4,277 $4,001,005

All Filings in COST

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14 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $4,001,005 4,277
2026-03-31 $4,083,370 4,098
2025-12-31 $3,650,285 4,233
2025-09-30 $4,012,606 4,335
2025-06-30 $4,176,556 4,219
2025-03-31 $3,911,746 4,136
2024-12-31 $3,797,022 4,144
2024-09-30 $3,532,782 3,985
2024-06-30 $3,404,209 4,005
2024-03-31 $2,937,113 4,009
2023-12-31 $2,785,537 4,220
2023-09-30 $2,328,765 4,122
2023-06-30 $1,891,867 3,514
2023-03-31 $1,382,292 2,782