Avidian Wealth Enterprises, LLC

Position in COST — Costco Wholesale Corp /New

CIK 1471474 HOUSTON, TX

Position in COST

as of Jun 30, 2026 · filed Jul 24, 2026 Compact

Position Value

$3,945,812

-$71,793 QoQ

Shares Held

4,218

+4.6% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.42%

of 13F equity value

Holder Rank

#1,443

of 4,178 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 6% Shared 0% None 94%

Consumer Defensive · as of Jun 30, 2026

Avidian Wealth Enterprises, LLC holds $13,286,567 across 4 Discount Stores names. COST ranks #2 (29.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	WMT	Walmart Inc.	52,003	$5,889,859
2	COST	Costco Wholesale Corp /New This page	4,218	$3,945,812
3	DG	Dollar General Corp	25,689	$2,957,060
4	TGT	Target Corp	3,781	$493,836

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,945,812	4,218	+4.6%	Shares	Sole	2026-07-24
2026-03-31	$4,017,605	4,032	+81.8%	Shares	Sole	2026-05-07
2025-12-31	$1,912,670	2,218	+25.0%	Shares	Sole	2026-02-02
2025-09-30	$1,642,993	1,775	+6.4%	Shares	Sole	2025-10-30
2025-06-30	$1,651,219	1,668	-2.9%	Shares	Sole	2025-07-30
2025-03-31	$1,623,904	1,717	-10.1%	Shares	Sole	2025-04-25
2024-12-31	$1,749,159	1,909	+3.4%	Shares	Sole	2025-01-29
2024-09-30	$1,637,402	1,847	+5.9%	Shares	Sole	2024-10-30
2024-06-30	$1,482,382	1,744	+8.7%	Shares	Sole	2024-08-06
2024-03-31	$1,175,871	1,605	+30.8%	Shares	Sole	2024-05-03
2023-12-31	$809,918	1,227	+4.3%	Shares	Sole	2024-02-06
2023-09-30	$664,392	1,176	-4.4%	Shares	Sole	2023-10-13
2023-06-30	$662,207	1,230	-59.0%	Shares	Sole	2023-08-03
2023-03-31	$1,491,106	3,001	+34.8%	Shares	Sole	2023-05-08
2022-12-31	$1,016,625	2,227	+3.3%	Shares	Sole	2023-02-06
2022-09-30	$1,017,741	2,155	+0.0%	Shares	Sole	2022-11-03
2022-06-30	$1,032,369	2,154	+7.8%	Shares	Sole	2022-07-29
2022-03-31	$1,150,548	1,998	+33.7%	Shares	Sole	2022-05-10
2021-12-31	$848,143	1,494	+3.9%	Shares	Sole	2022-02-14
2021-09-30	$646,165	1,438	+1.5%	Shares	Sole	2021-11-10
2021-06-30	$560,664	1,417	-19.3%	Shares	Sole	2021-08-09
2021-03-31	$618,954	1,756	-2.0%	Shares	Sole	2021-05-05
2020-12-31	$675,189	1,792	+7.2%	Shares	Sole	2021-02-09
2020-09-30	$593,205	1,671	-2.4%	Shares	Sole	2020-11-06
2020-06-30	$519,095	1,712	-0.4%	Shares	Sole	2020-08-10
2020-03-31	$490,138	1,719	—	Shares	Sole	2020-04-22
No filing history on record for this holder in this stock.