Premier Path Wealth Partners, LLC
Position in COST — Costco Wholesale Corp /New
CIK 1999925
MADISON, NJ
Position in COST
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$3,830,749
-$634,253 QoQ
Shares Held
4,095
-8.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.74%
of 13F equity value
Holder Rank
#1,469
of 4,193 holders
Holding Since
Dec 2023
11 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, 2026Premier Path Wealth Partners, LLC holds $9,101,461 across 4 Discount Stores names. COST ranks #2 (42.1% of the industry book) .
All Filings in COST
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,830,749 | 4,095 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $4,465,002 | 4,481 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $3,106,148 | 3,602 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $3,217,489 | 3,476 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $3,454,890 | 3,490 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $3,173,091 | 3,355 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $3,148,303 | 3,436 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $3,020,373 | 3,407 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $2,891,665 | 3,402 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $2,340,752 | 3,195 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $2,166,382 | 3,282 | Shares | Sole | 2024-01-12 | |
| No filing history on record for this holder in this stock. | ||||||