Position in COST
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$12,146,142
+$33,539 QoQ
Shares Held
12,984
+6.8% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.69%
of 13F equity value
Holder Rank
#811
of 4,178 holders
Holding Since
Mar 2024
10 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, 2026Savvy Advisors, Inc. holds $26,438,396 across 4 Discount Stores names. COST ranks #2 (45.9% of the industry book) .
All Filings in COST
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $12,146,142 | 12,984 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $12,112,603 | 12,156 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $8,044,769 | 9,329 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $8,137,213 | 8,791 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $5,074,432 | 5,126 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $3,877,698 | 4,100 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $3,155,633 | 3,444 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $916,661 | 1,034 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $628,142 | 739 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $236,639 | 323 | Shares | Sole | 2024-05-13 | |
| No filing history on record for this holder in this stock. | ||||||