Financial Perspectives, Inc

Position in COST — Costco Wholesale Corp /New

CIK 2003287 MINNEAPOLIS, MN

Position in COST

as of Jun 30, 2026 · filed Jul 24, 2026 Compact

Position Value

$1,158,111

-$89,419 QoQ

Shares Held

1,238

-1.1% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.61%

of 13F equity value

Holder Rank

#2,422

of 4,178 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Defensive · as of Jun 30, 2026

Financial Perspectives, Inc holds $2,192,464 across 4 Discount Stores names. COST ranks #1 (52.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	COST	Costco Wholesale Corp /New This page	1,238	$1,158,111
2	WMT	Walmart Inc.	4,618	$523,034
3	TGT	Target Corp	3,847	$502,456
4	DG	Dollar General Corp	77	$8,863

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,158,111	1,238	-1.1%	Shares	Sole	2026-07-24
2026-03-31	$1,247,530	1,252	+4.6%	Shares	Sole	2026-05-11
2025-12-31	$1,032,220	1,197	+3.5%	Shares	Sole	2026-01-28
2025-09-30	$1,070,953	1,157	+3.3%	Shares	Sole	2025-10-22
2025-06-30	$1,108,732	1,120	0.0%	Shares	Sole	2025-07-30
2025-03-31	$1,059,273	1,120	+37.4%	Shares	Sole	2025-04-18
2024-12-31	$746,760	815	+5.2%	Shares	Sole	2025-02-03
2024-09-30	$687,053	775	0.0%	Shares	Sole	2024-10-17
2024-06-30	$658,742	775	0.0%	Shares	Sole	2024-08-09
2024-03-31	$567,788	775	-3.8%	Shares	Sole	2024-04-19
2023-12-31	$532,024	806	+1.0%	Shares	Sole	2024-02-01
2023-09-30	$450,838	798	0.0%	Shares	Sole	2024-01-10
2023-06-30	$429,627	798	0.0%	Shares	Sole	2024-01-10
2023-03-31	$396,502	798	0.0%	Shares	Sole	2024-01-10
2022-12-31	$364,287	798	+2.8%	Shares	Sole	2024-01-10
2022-09-30	$366,481	776	+13.0%	Shares	Sole	2024-01-10
2022-06-30	$329,265	687	+0.1%	Shares	Sole	2024-01-10
2022-03-31	$395,033	686	+5.5%	Shares	Sole	2024-01-10
2021-12-31	$369,005	650	0.0%	Shares	Sole	2024-01-10
2021-09-30	$292,077	650	-2.3%	Shares	Sole	2024-01-10
2021-06-30	$263,120	665	-99.7%	Shares	Sole	2024-01-10
2021-03-31	$665	234,477	+44733.1%	Shares	Sole	2024-01-10
2020-12-31	$197,055	523	+37.6%	Shares	Sole	2024-01-10
2020-09-30	$134,900	380	0.0%	Shares	Sole	2024-01-10
2020-06-30	$115,219	380	+9.8%	Shares	Sole	2024-01-10
2020-03-31	$98,654	346	—	Shares	Sole	2024-01-10
No filing history on record for this holder in this stock.