WRIGHT INVESTORS SERVICE INC

Position in COST — Costco Wholesale Corp /New

CIK 108572 SHELTON, CT

Position in COST

as of Jun 30, 2026 · filed Aug 5, 2026 Compact

Position Value

$1,919,584

-$150,001 QoQ

Shares Held

2,052

-1.2% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.53%

of 13F equity value

Holder Rank

#1,981

of 4,178 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Consumer Defensive · as of Jun 30, 2026

WRIGHT INVESTORS SERVICE INC holds $5,503,667 across 4 Discount Stores names. COST ranks #2 (34.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	WMT	Walmart Inc.	24,511	$2,776,115
2	COST	Costco Wholesale Corp /New This page	2,052	$1,919,584
3	DG	Dollar General Corp	4,802	$552,757
4	TGT	Target Corp	1,954	$255,211

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,919,584	2,052	-1.2%	Shares	Sole	2026-08-05
2026-03-31	$2,069,585	2,077	-0.5%	Shares	Sole	2026-04-29
2025-12-31	$1,800,565	2,088	-18.0%	Shares	Sole	2026-01-26
2025-09-30	$2,356,653	2,546	-19.4%	Shares	Sole	2025-10-28
2025-06-30	$3,127,220	3,159	+33.8%	Shares	Sole	2025-07-11
2025-03-31	$2,232,986	2,361	-13.9%	Shares	Sole	2025-04-09
2024-12-31	$2,511,496	2,741	-20.2%	Shares	Sole	2025-01-13
2024-09-30	$3,046,082	3,436	-24.3%	Shares	Sole	2024-10-04
2024-06-30	$3,857,254	4,538	-20.8%	Shares	Sole	2024-07-26
2024-03-31	$4,197,969	5,730	+1.3%	Shares	Sole	2024-05-02
2023-12-31	$3,734,732	5,658	-23.0%	Shares	Sole	2024-01-31
2023-09-30	$4,151,326	7,348	-4.1%	Shares	Sole	2023-10-31
2023-06-30	$4,125,605	7,663	+1.0%	Shares	Sole	2023-07-27
2023-03-31	$3,770,249	7,588	-5.0%	Shares	Sole	2023-04-26
2022-12-31	$3,647,435	7,990	+21.1%	Shares	Sole	2023-01-27
2022-09-30	$3,116,037	6,598	+113.5%	Shares	Sole	2022-11-01
2022-06-30	$1,480,975	3,090	+7.9%	Shares	Sole	2022-08-02
2022-03-31	$1,649,810	2,865	+1.0%	Shares	Sole	2022-04-22
2021-12-31	$1,611,132	2,838	+4.8%	Shares	Sole	2022-01-27
2021-09-30	$1,216,390	2,707	-34.5%	Shares	Sole	2021-11-01
2021-06-30	$1,636,095	4,135	+13.3%	Shares	Sole	2021-08-03
2021-03-31	$1,286,904	3,651	-51.0%	Shares	Sole	2021-04-29
2020-12-31	$2,808,894	7,455	-25.5%	Shares	Sole	2021-02-02
2020-09-30	$3,551,775	10,005	+39.2%	Shares	Sole	2020-11-06
2020-06-30	$2,180,079	7,190	+37.3%	Shares	Sole	2020-07-23
2020-03-31	$1,493,225	5,237	—	Shares	Sole	2020-04-30
No filing history on record for this holder in this stock.