B. Riley Wealth Advisors, Inc.
Position in COST — Costco Wholesale Corp /New
CIK 1464811
MEMPHIS, TN
Position in COST
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$6,032,846
-$304,448 QoQ
Shares Held
6,449
+1.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.56%
of 13F equity value
Holder Rank
#1,158
of 4,178 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in COST Over Time
Shares Held
Position Value (USD)
Position in Discount Stores
Consumer Defensive · as of Jun 30, 2026B. Riley Wealth Advisors, Inc. holds $15,109,962 across 5 Discount Stores names. COST ranks #2 (39.9% of the industry book) .
All Filings in COST
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,032,846 | 6,449 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $6,337,294 | 6,360 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $6,734,875 | 7,810 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $7,509,636 | 8,113 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $10,008,293 | 10,110 | Shares | Sole | 2025-08-19 | |
| 2024-12-31 | $19,325,050 | 21,091 | Shares | Sole | 2025-02-25 | |
| 2024-09-30 | $21,040,665 | 23,734 | Shares | Sole | 2024-12-13 | |
| 2024-06-30 | $23,139,277 | 27,223 | Shares | Sole | 2024-08-19 | |
| 2024-03-31 | $21,140,038 | 28,855 | Shares | Sole | 2024-05-16 | |
| 2023-12-31 | $17,324,459 | 26,246 | Shares | Sole | 2024-03-15 | |
| 2023-09-30 | $16,301,920 | 28,855 | Shares | Sole | 2023-12-01 | |
| 2023-06-30 | $15,387,977 | 28,582 | Shares | Sole | 2023-07-27 | |
| 2023-03-31 | $16,601,917 | 33,413 | Shares | Sole | 2023-05-17 | |
| 2022-12-31 | $15,404,592 | 33,745 | Shares | Sole | 2023-03-15 | |
| 2022-09-30 | $15,402,141 | 32,613 | Shares | Other | 2022-11-22 | |
| 2022-06-30 | $10,308,832 | 21,509 | Shares | Other | 2022-08-12 | |
| 2022-03-31 | $13,809,458 | 23,981 | Shares | Other | 2022-05-02 | |
| 2021-12-31 | $14,616,571 | 25,747 | Shares | Other | 2022-01-28 | |
| 2021-09-30 | $10,807,316 | 24,051 | Shares | Other | 2021-11-16 | |
| 2021-06-30 | $8,440,828 | 21,333 | Shares | Other | 2021-08-10 | |
| 2021-03-31 | $7,178,959 | 20,367 | Shares | Other | 2021-05-13 | |
| 2020-12-31 | $11,018,930 | 29,245 | Shares | Other | 2021-02-04 | |
| 2020-09-30 | $15,208,200 | 42,840 | Shares | Other | 2020-11-09 | |
| 2020-06-30 | $6,933,805 | 22,868 | Shares | Other | 2020-07-31 | |
| 2020-03-31 | $2,658,836 | 9,325 | Shares | Other | 2020-05-06 | |
| No filing history on record for this holder in this stock. | ||||||