Position in COST
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$2,420,996
-$242,461 QoQ
Shares Held
2,588
-3.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.68%
of 13F equity value
Holder Rank
#1,812
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, 2026United Advisor Group, LLC holds $7,267,483 across 3 Discount Stores names. COST ranks #2 (33.3% 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 | $2,420,996 | 2,588 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $2,663,457 | 2,673 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $2,305,897 | 2,674 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $2,517,713 | 2,720 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $2,117,481 | 2,139 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $1,475,416 | 1,560 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $2,095,509 | 2,287 | Shares | Sole | 2025-02-24 | |
| 2024-09-30 | $1,881,195 | 2,122 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $1,268,185 | 1,492 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $1,072,570 | 1,464 | Shares | Sole | 2024-05-14 | |
| No filing history on record for this holder in this stock. | ||||||