VISTA INVESTMENT PARTNERS LLC
Position in COST — Costco Wholesale Corp /New
CIK 2023386
Oklahoma City, OK
Position in COST
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$719,376
-$96,700 QoQ
Shares Held
769
-6.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.20%
of 13F equity value
Holder Rank
#2,864
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, 2026VISTA INVESTMENT PARTNERS LLC holds $2,999,186 across 2 Discount Stores names. COST ranks #2 (24.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WMT |
Walmart Inc.
|
20,129 | $2,279,810 | |
| 2 | COST |
Costco Wholesale Corp /New
This page
|
769 | $719,376 |
All Filings in COST
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $719,376 | 769 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $816,076 | 819 | Shares | Sole | 2026-04-09 | |
| 2025-12-31 | $705,394 | 818 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $849,728 | 918 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $909,754 | 919 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $994,960 | 1,052 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $722,020 | 788 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $698,577 | 788 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $665,542 | 783 | Shares | Sole | 2024-07-19 | |
| 2024-03-31 | $562,659 | 768 | Shares | Sole | 2024-05-16 | |
| 2023-12-31 | $509,581 | 772 | Shares | Sole | 2024-05-15 | |
| No filing history on record for this holder in this stock. | ||||||