Sunrise Financial Services, LLC
Position in COST — Costco Wholesale Corp /New
CIK 2110891
BURIEN, WA
Position in COST
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$991,598
-$64,617 QoQ
Shares Held
1,060
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
2.24%
of 13F equity value
Holder Rank
#2,554
of 4,178 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, 2026Sunrise Financial Services, LLC holds $1,109,431 across 5 Discount Stores names. COST ranks #1 (89.4% 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 | $991,598 | 1,060 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $1,056,215 | 1,060 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $914,080 | 1,060 | Shares | Sole | 2026-02-11 | |
| No filing history on record for this holder in this stock. | ||||||