Position in COST
as of Jun 30, 2026
· filed Jul 10, 2026
Position Value
$935
-$61 QoQ
Shares Held
1
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#4,175
of 4,177 holders
Holding Since
Dec 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, 2026Nvest Wealth Strategies, Inc. holds $4,980 across 4 Discount Stores names. COST ranks #2 (18.8% of the industry book) .
All Filings in COST
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $935 | 1 | Shares | Other | 2026-07-10 | |
| 2026-03-31 | $996 | 1 | Shares | Other | 2026-04-13 | |
| 2025-12-31 | $15,522 | 18 | Shares | Sole | 2026-01-28 | |
| No filing history on record for this holder in this stock. | ||||||