Position in COST
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$588,410
+$35,392 QoQ
Shares Held
629
+13.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.73%
of 13F equity value
Holder Rank
#3,049
of 4,178 holders
Holding Since
Sep 2024
8 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, 2026Legacy Wealth Managment, LLC/ID holds $588,410 across 1 Discount Stores name. COST ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | COST |
Costco Wholesale Corp /New
This page
|
629 | $588,410 |
All Filings in COST
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $588,410 | 629 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $553,018 | 555 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $433,757 | 503 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $436,897 | 472 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $418,744 | 423 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $393,444 | 416 | Shares | Sole | 2025-05-16 | |
| 2024-12-31 | $350,931 | 383 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $336,877 | 380 | Shares | Sole | 2024-11-15 | |
| No filing history on record for this holder in this stock. | ||||||