Position in COST
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$2,089,839
-$184,014 QoQ
Shares Held
2,234
-2.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.88%
of 13F equity value
Holder Rank
#1,916
of 4,178 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in COST Over Time
Shares Held
Position Value (USD)
Position in Discount Stores
Consumer Defensive · as of Jun 30, 2026VICTORY FINANCIAL GROUP, LLC holds $3,759,291 across 2 Discount Stores names. COST ranks #1 (55.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | COST |
Costco Wholesale Corp /New
This page
|
2,234 | $2,089,839 | |
| 2 | WMT |
Walmart Inc.
|
14,740 | $1,669,452 |
All Filings in COST
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,089,839 | 2,234 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $2,273,853 | 2,282 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $1,909,220 | 2,214 | Shares | Sole | 2026-01-15 | |
| 2025-09-30 | $1,113,532 | 1,203 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $462,301 | 467 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $428,438 | 453 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $380,252 | 415 | Shares | Sole | 2025-02-11 | |
| No filing history on record for this holder in this stock. | ||||||