Investment Research Partners LLC
Position in COST — Costco Wholesale Corp /New
CIK 2069274
LEMONT, PA
Position in COST
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$1,727,813
+$26,907 QoQ
Shares Held
1,847
+8.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.91%
of 13F equity value
Holder Rank
#2,072
of 4,178 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in COST Over Time
Shares Held
Position Value (USD)
Position in Discount Stores
Consumer Defensive · as of Jun 30, 2026Investment Research Partners LLC holds $3,708,574 across 4 Discount Stores names. COST ranks #1 (46.6% of the industry book) .
All Filings in COST
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,727,813 | 1,847 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $1,700,906 | 1,707 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $1,304,720 | 1,513 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $1,355,122 | 1,464 | Shares | Sole | 2025-12-01 | |
| No filing history on record for this holder in this stock. | ||||||