Position in COST
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$1,064,564
+$15,324 QoQ
Shares Held
1,138
+8.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.36%
of 13F equity value
Holder Rank
#2,488
of 4,178 holders
Holding Since
Dec 2024
7 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, 2026Plan A Wealth LLC holds $1,550,789 across 3 Discount Stores names. COST ranks #1 (68.6% 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 | $1,064,564 | 1,138 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $1,049,240 | 1,053 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $861,477 | 999 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $870,092 | 940 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $876,096 | 885 | Shares | Sole | 2025-11-06 | |
| 2025-03-31 | $523,962 | 554 | Shares | Sole | 2025-11-06 | |
| 2024-12-31 | $284,043 | 310 | Shares | Sole | 2025-11-06 | |
| No filing history on record for this holder in this stock. | ||||||