MORRIS FINANCIAL CONCEPTS, INC.
Position in COST — Costco Wholesale Corp /New
CIK 1387386
MOUNT PLEASANT, SC
Position in COST
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$451,832
-$29,443 QoQ
Shares Held
483
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.09%
of 13F equity value
Holder Rank
#3,281
of 4,178 holders
Holding Since
Dec 2023
11 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, 2026MORRIS FINANCIAL CONCEPTS, INC. holds $1,350,172 across 3 Discount Stores names. COST ranks #2 (33.5% of the industry book) .
All Filings in COST
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $451,832 | 483 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $481,275 | 483 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $432,032 | 501 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $469,294 | 507 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $514,768 | 520 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $491,805 | 520 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $476,460 | 520 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $406,026 | 458 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $390,145 | 459 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $293,784 | 401 | Shares | Sole | 2024-04-18 | |
| 2023-12-31 | $269,312 | 408 | Shares | Sole | 2024-01-29 | |
| No filing history on record for this holder in this stock. | ||||||