Clark Wealth Partners

Position in COST — Costco Wholesale Corp /New

CIK 2107657 O'FALLON, IL

Position in COST

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$177,739

-$11,582 QoQ

Shares Held

190

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.60%

of 13F equity value

Holder Rank

#3,974

of 4,176 holders

Holding Since

Dec 2024

7 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Defensive · as of Jun 30, 2026

Clark Wealth Partners holds $333,219 across 5 Discount Stores names. COST ranks #1 (53.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	COST	Costco Wholesale Corp /New This page	190	$177,739
2	WMT	Walmart Inc.	1,156	$130,928
3	TGT	Target Corp	124	$16,195
4	DG	Dollar General Corp	60	$6,906
5	DLTR	Dollar Tree, Inc.	12	$1,451

7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$177,739	190	0.0%	Shares	Sole	2026-07-28
2026-03-31	$189,321	190	+5.0%	Shares	Sole	2026-05-12
2025-12-31	$156,083	181	0.0%	Shares	Sole	2026-02-04
2025-09-30	$167,539	181	-1.6%	Shares	Sole	2026-02-04
2025-06-30	$182,148	184	+10.2%	Shares	Sole	2026-02-04
2025-03-31	$157,945	167	+0.6%	Shares	Sole	2026-02-04
2024-12-31	$152,100	166	—	Shares	Sole	2026-02-04
No filing history on record for this holder in this stock.