LFG Wealth Partners, LLC
Position in COST — Costco Wholesale Corp /New
CIK 2044171
ELIZABETHTOWN, KY
Position in COST
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$282,511
+$2,515 QoQ
Shares Held
302
+7.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
#3,675
of 4,178 holders
Holding Since
Dec 2025
3 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, 2026LFG Wealth Partners, LLC holds $1,471,854 across 2 Discount Stores names. COST ranks #2 (19.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WMT |
Walmart Inc.
|
10,501 | $1,189,343 | |
| 2 | COST |
Costco Wholesale Corp /New
This page
|
302 | $282,511 |
All Filings in COST
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $282,511 | 302 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $279,996 | 281 | Shares | Sole | 2026-06-11 | |
| 2025-12-31 | $242,317 | 281 | Shares | Sole | 2026-02-17 | |
| No filing history on record for this holder in this stock. | ||||||