SAGESPRING WEALTH PARTNERS, LLC
Position in COST — Costco Wholesale Corp /New
CIK 2056425
FRANKLIN, TN
Position in COST
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$7,764,401
-$552,800 QoQ
Shares Held
8,300
-0.6% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.35%
of 13F equity value
Holder Rank
#1,018
of 4,193 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, 2026SAGESPRING WEALTH PARTNERS, LLC holds $31,184,873 across 5 Discount Stores names. COST ranks #2 (24.9% of the industry book) .
All Filings in COST
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,764,401 | 8,300 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $8,317,201 | 8,347 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $6,225,232 | 7,219 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $6,785,793 | 7,331 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $7,594,819 | 7,672 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $6,703,688 | 7,088 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $5,626,814 | 6,141 | Shares | Sole | 2025-02-13 | |
| No filing history on record for this holder in this stock. | ||||||