OAK RIDGE INVESTMENTS LLC

Position in COST — Costco Wholesale Corp /New

CIK 1054554 Chicago, IL

Position in COST

as of Jun 30, 2026 · filed Jul 21, 2026 Compact

Position Value

$20,686,983

-$1,611,127 QoQ

Shares Held

22,114

-1.2% QoQ

Ownership

0.005%

of shares outstanding

% of Portfolio

1.28%

of 13F equity value

Holder Rank

#599

of 4,178 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 58% Shared 0% None 42%

Consumer Defensive · as of Jun 30, 2026

OAK RIDGE INVESTMENTS LLC holds $29,296,382 across 4 Discount Stores names. COST ranks #1 (70.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	COST	Costco Wholesale Corp /New This page	22,114	$20,686,983
2	PSMT	Pricesmart Inc	24,481	$4,782,118
3	OLLI	Ollie's Bargain Outlet Holdings, Inc.	33,886	$2,605,155
4	BJ	BJ's Wholesale Club Holdings, Inc.	14,012	$1,222,126

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$20,686,983	22,114	-1.2%	Shares	Sole	2026-07-21
2026-03-31	$22,298,110	22,378	+1.2%	Shares	Sole	2026-04-30
2025-12-31	$19,072,373	22,117	+7.3%	Shares	Sole	2026-01-23
2025-09-30	$19,087,416	20,621	+2.1%	Shares	Sole	2025-10-29
2025-06-30	$19,988,868	20,192	+1.2%	Shares	Sole	2025-07-25
2025-03-31	$18,861,690	19,943	+5.0%	Shares	Sole	2025-05-13
2024-12-31	$17,397,218	18,987	+6.2%	Shares	Sole	2025-01-15
2024-09-30	$15,844,771	17,873	+7.3%	Shares	Sole	2024-10-28
2024-06-30	$14,155,733	16,654	+4.4%	Shares	Sole	2024-10-28
2024-03-31	$11,691,309	15,958	+3.8%	Shares	Sole	2024-05-01
2023-12-31	$10,148,730	15,375	+0.2%	Shares	Sole	2024-01-16
2023-09-30	$8,667,616	15,342	+2.9%	Shares	Sole	2023-10-30
2023-06-30	$8,026,707	14,909	-1.0%	Shares	Sole	2023-08-07
2023-03-31	$7,480,874	15,056	-1.0%	Shares	Sole	2023-04-14
2022-12-31	$6,941,995	15,207	-1.8%	Shares	Sole	2023-01-24
2022-09-30	$7,316,406	15,492	-2.6%	Shares	Sole	2022-11-08
2022-06-30	$7,620,072	15,899	-55.3%	Shares	Sole	2022-07-28
2022-03-31	$20,496,804	35,594	-2.6%	Shares	Sole	2022-04-22
2021-12-31	$20,756,247	36,562	-1.5%	Shares	Sole	2022-02-01
2021-09-30	$16,671,783	37,102	-2.0%	Shares	Sole	2021-11-05
2021-06-30	$14,987,187	37,878	-1.9%	Shares	Sole	2021-07-30
2021-03-31	$13,608,547	38,608	+0.4%	Shares	Sole	2021-05-12
2020-12-31	$14,485,683	38,446	-30.8%	Shares	Sole	2021-02-03
2020-09-30	$19,727,705	55,571	-1.5%	Shares	Sole	2020-11-12
2020-06-30	$17,111,958	56,436	-1.8%	Shares	Sole	2020-08-05
2020-03-31	$16,390,697	57,485	—	Shares	Sole	2020-05-13
No filing history on record for this holder in this stock.