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Aspect Partners, LLC

Position in COST — Costco Wholesale Corp /New

CIK 1985284 FAIRFAX, VA

Position in COST

as of Jun 30, 2026 · filed Jul 16, 2026
Position Value
$58,933
-$8,823 QoQ
Shares Held
63
-7.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#4,073
of 4,176 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority Sole 30% Shared 0% None 70%

Common Shares in COST Over Time

Shares Held

Position Value (USD)

Position in Discount Stores

Consumer Defensive · as of Jun 30, 2026

Aspect Partners, LLC holds $137,575 across 5 Discount Stores names. COST ranks #2 (42.8% of the industry book) .

# Ticker Company Shares Value (USD) Open
2 COST
Costco Wholesale Corp /New
This page
63 $58,933

All Filings in COST

Export CSV
11 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $58,933 63
2026-03-31 $67,756 68
2025-12-31 $63,812 74
2025-09-30 $59,239 64
2025-06-30 $54,446 55
2025-03-31 $52,963 56
2024-12-31 $41,232 45
2024-09-30 $44,325 50
2024-06-30 $39,949 47
2024-03-31 $34,433 47
2023-12-31 $31,023 47