PRECEDENT WEALTH PARTNERS, LLC
Position in COST — Costco Wholesale Corp /New
CIK 2008666
HOUSTON, TX
Position in COST
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$470,541
+$19,159 QoQ
Shares Held
503
+11.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.27%
of 13F equity value
Holder Rank
#3,233
of 4,178 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, 2026PRECEDENT WEALTH PARTNERS, LLC holds $6,001,852 across 4 Discount Stores names. COST ranks #4 (7.8% 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 | $470,541 | 503 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $451,382 | 453 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $395,814 | 459 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $395,244 | 427 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $487,050 | 492 | Shares | Sole | 2025-07-21 | |
| 2025-03-31 | $452,082 | 478 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $397,661 | 434 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $354,608 | 400 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $356,145 | 419 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $243,965 | 333 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $219,806 | 333 | Shares | Sole | 2024-01-18 | |
| No filing history on record for this holder in this stock. | ||||||