Position in COST
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$1,977,583
-$44,173 QoQ
Shares Held
2,114
+4.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#1,952
of 4,178 holders
Holding Since
Sep 2021
20 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, 2026Welch Group, LLC holds $18,907,128 across 4 Discount Stores names. COST ranks #3 (10.5% of the industry book) .
All Filings in COST
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20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,977,583 | 2,114 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $2,021,756 | 2,029 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $1,971,309 | 2,286 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $1,673,539 | 1,808 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $1,737,344 | 1,755 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $1,747,801 | 1,848 | Shares | Sole | 2025-04-08 | |
| 2024-12-31 | $1,745,494 | 1,905 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $1,640,062 | 1,850 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $1,475,582 | 1,736 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $1,265,984 | 1,728 | Shares | Sole | 2024-04-09 | |
| 2023-12-31 | $1,139,298 | 1,726 | Shares | Sole | 2024-01-23 | |
| 2023-09-30 | $988,115 | 1,749 | Shares | Sole | 2023-10-18 | |
| 2023-06-30 | $1,026,690 | 1,907 | Shares | Sole | 2023-07-18 | |
| 2023-03-31 | $915,731 | 1,843 | Shares | Sole | 2023-04-13 | |
| 2022-12-31 | $784,723 | 1,719 | Shares | Sole | 2023-01-30 | |
| 2022-09-30 | $506,273 | 1,072 | Shares | Sole | 2022-10-13 | |
| 2022-06-30 | $513,788 | 1,072 | Shares | Sole | 2022-07-21 | |
| 2022-03-31 | $600,035 | 1,042 | Shares | Sole | 2022-04-29 | |
| 2021-12-31 | $2,109,005 | 3,715 | Shares | Sole | 2022-01-26 | |
| 2021-09-30 | $228,719 | 509 | Shares | Sole | 2021-11-05 | |
| No filing history on record for this holder in this stock. | ||||||