Clean Yield Group

Position in COST — Costco Wholesale Corp /New

CIK 1525865 NORWICH, VT

Position in COST

as of Jun 30, 2026 · filed Aug 5, 2026 Compact

Position Value

$5,203,084

+$49,549 QoQ

Shares Held

5,562

+7.5% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

1.32%

of 13F equity value

Holder Rank

#1,250

of 4,178 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Consumer Defensive · as of Jun 30, 2026

Clean Yield Group holds $5,992,609 across 4 Discount Stores names. COST ranks #1 (86.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	COST	Costco Wholesale Corp /New This page	5,562	$5,203,084
2	WMT	Walmart Inc.	4,102	$464,592
3	TGT	Target Corp	2,210	$288,648
4	DLTR	Dollar Tree, Inc.	300	$36,285

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$5,203,084	5,562	+7.5%	Shares	Sole	2026-08-05
2026-03-31	$5,153,535	5,172	+646.3%	Shares	Sole	2026-04-14
2025-12-31	$597,601	693	-1.7%	Shares	Sole	2026-01-26
2025-09-30	$652,569	705	0.0%	Shares	Sole	2025-10-23
2025-06-30	$697,907	705	-0.8%	Shares	Sole	2025-07-17
2025-03-31	$672,449	711	+0.9%	Shares	Sole	2025-04-14
2024-12-31	$645,970	705	+54.6%	Shares	Sole	2025-01-13
2024-09-30	$404,253	456	0.0%	Shares	Sole	2024-10-07
2024-06-30	$387,595	456	+3.4%	Shares	Sole	2024-07-10
2024-03-31	$323,089	441	-12.0%	Shares	Sole	2024-05-29
2023-12-31	$330,700	501	-11.3%	Shares	Sole	2024-01-24
2023-09-30	$319,202	565	-2.6%	Shares	Sole	2023-10-12
2023-06-30	$312,260	580	-0.9%	Shares	Sole	2023-07-26
2023-03-31	$290,668	585	-8.7%	Shares	Sole	2023-04-26
2022-12-31	$292,616	641	-1.7%	Shares	Sole	2023-01-31
2022-09-30	$307,920	652	+2.0%	Shares	Sole	2022-10-31
2022-06-30	$306,259	639	0.0%	Shares	Sole	2022-07-18
2022-03-31	$367,968	639	-12.2%	Shares	Sole	2022-04-25
2021-12-31	$413,285	728	0.0%	Shares	Sole	2022-01-24
2021-09-30	$327,126	728	-4.6%	Shares	Sole	2021-10-27
2021-06-30	$301,896	763	+19.0%	Shares	Sole	2021-07-26
2021-03-31	$225,939	641	-10.5%	Shares	Sole	2021-04-26
2020-12-31	$269,774	716	+7.2%	Shares	Sole	2021-01-26
2020-09-30	$237,140	668	+6.9%	Shares	Sole	2020-10-16
2020-06-30	$189,506	625	0.0%	Shares	Sole	2020-07-22
2020-03-31	$178,206	625	—	Shares	Sole	2020-04-20
No filing history on record for this holder in this stock.