EVOLUTION WEALTH MANAGEMENT INC.
Position in COST — Costco Wholesale Corp /New
CIK 2010029
FORT MYERS, FL
Position in COST
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$39,289
-$15,514 QoQ
Shares Held
42
-23.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
#4,096
of 4,178 holders
Holding Since
Jun 2025
5 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, 2026EVOLUTION WEALTH MANAGEMENT INC. holds $129,657 across 4 Discount Stores names. COST ranks #2 (30.3% of the industry book) .
All Filings in COST
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $39,289 | 42 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $54,803 | 55 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $43,979 | 51 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $24,066 | 26 | Shares | Sole | 2026-02-10 | |
| 2025-06-30 | $49,497 | 50 | Shares | Sole | 2025-08-29 | |
| No filing history on record for this holder in this stock. | ||||||