Comprehensive Financial Planning, Inc./PA
Position in COST — Costco Wholesale Corp /New
CIK 2044855
EAST PETERSBURG, PA
Position in COST
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$2,128,194
-$165,587 QoQ
Shares Held
2,275
-1.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
2.76%
of 13F equity value
Holder Rank
#1,903
of 4,178 holders
Holding Since
Dec 2024
7 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, 2026Comprehensive Financial Planning, Inc./PA holds $2,159,742 across 3 Discount Stores names. COST ranks #1 (98.5% of the industry book) .
All Filings in COST
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,128,194 | 2,275 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $2,293,781 | 2,302 | Shares | Sole | 2026-04-07 | |
| 2025-12-31 | $2,012,701 | 2,334 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $2,090,998 | 2,259 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $2,263,002 | 2,286 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $2,121,384 | 2,243 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $2,158,732 | 2,356 | Shares | Sole | 2025-01-29 | |
| No filing history on record for this holder in this stock. | ||||||