Position in COST
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$208,609
-$13,594 QoQ
Shares Held
223
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#3,921
of 4,178 holders
Holding Since
Sep 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, 2026Exit Wealth Advisors, LLC. holds $581,687 across 2 Discount Stores names. COST ranks #2 (35.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WMT |
Walmart Inc.
|
3,294 | $373,078 | |
| 2 | COST |
Costco Wholesale Corp /New
This page
|
223 | $208,609 |
All Filings in COST
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $208,609 | 223 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $222,203 | 223 | Shares | Sole | 2026-05-11 | |
| 2025-09-30 | $208,266 | 225 | Shares | Sole | 2025-11-14 | |
| No filing history on record for this holder in this stock. | ||||||