1834 INVESTMENT ADVISORS CO

Position in COST — Costco Wholesale Corp /New

CIK 1138486 Milwaukee, WI

Position in COST

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

Position Value

$1,319,948

-$35,196 QoQ

Shares Held

1,411

+3.8% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.29%

of 13F equity value

Holder Rank

#2,299

of 4,178 holders

Holding Since

Mar 2020

24 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Defensive · as of Jun 30, 2026

1834 INVESTMENT ADVISORS CO holds $14,347,105 across 4 Discount Stores names. COST ranks #3 (9.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	DG	Dollar General Corp	60,105	$6,918,686
2	TGT	Target Corp	41,062	$5,363,107
3	COST	Costco Wholesale Corp /New This page	1,411	$1,319,948
4	WMT	Walmart Inc.	6,581	$745,364

24 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,319,948	1,411	+3.8%	Shares	Sole	2026-07-30
2026-03-31	$1,355,144	1,360	+1.0%	Shares	Sole	2026-05-14
2025-12-31	$1,161,571	1,347	-1.7%	Shares	Sole	2026-01-29
2025-09-30	$1,268,113	1,370	+0.4%	Shares	Sole	2025-10-31
2025-06-30	$1,351,268	1,365	-3.4%	Shares	Sole	2025-07-16
2025-03-31	$1,336,387	1,413	-6.9%	Shares	Sole	2025-05-09
2024-12-31	$1,389,981	1,517	+2.7%	Shares	Sole	2025-01-21
2024-09-30	$1,309,390	1,477	-10.8%	Shares	Sole	2024-10-30
2024-06-30	$1,407,583	1,656	-2.9%	Shares	Sole	2024-07-26
2024-03-31	$1,249,134	1,705	-1.7%	Shares	Sole	2024-05-01
2023-12-31	$1,145,238	1,735	-23.6%	Shares	Sole	2024-01-11
2023-09-30	$1,283,589	2,272	+0.7%	Shares	Sole	2023-10-24
2023-06-30	$1,214,585	2,256	-16.3%	Shares	Sole	2023-07-31
2023-03-31	$1,339,064	2,695	+1032.4%	Shares	Sole	2023-05-09
2022-06-30	$114,068	238	-73.2%	Shares	Sole	2022-08-16
2022-03-31	$511,354	888	-90.2%	Shares	Sole	2022-05-24
2021-12-31	$5,147,903	9,068	-4.0%	Shares	Sole	2022-02-16
2021-09-30	$4,243,212	9,443	-68.3%	Shares	Sole	2021-11-15
2021-06-30	$11,789,778	29,797	-1.2%	Shares	Sole	2021-08-17
2021-03-31	$10,629,034	30,155	+16025.7%	Shares	Sole	2021-05-14
2020-12-31	$70,457	187	+47.2%	Shares	Sole	2021-02-16
2020-09-30	$45,085	127	+122.8%	Shares	Sole	2020-11-16
2020-06-30	$17,282	57	0.0%	Shares	Sole	2020-08-17
2020-03-31	$16,252	57	—	Shares	Sole	2020-05-15
No filing history on record for this holder in this stock.