Westside Investment Management, Inc.

Position in COST — Costco Wholesale Corp /New

CIK 1538383 SANTA MONICA, CA

Position in COST

as of Jun 30, 2026 · filed Jul 27, 2026 Compact

Position Value

$1,261,012

-$52,281 QoQ

Shares Held

1,348

+2.3% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.32%

of 13F equity value

Holder Rank

#2,350

of 4,193 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Defensive · as of Jun 30, 2026

Westside Investment Management, Inc. holds $2,612,467 across 5 Discount Stores names. COST ranks #1 (48.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	COST	Costco Wholesale Corp /New This page	1,348	$1,261,012
2	WMT	Walmart Inc.	10,023	$1,135,204
3	TGT	Target Corp	1,380	$180,240
4	DLTR	Dollar Tree, Inc.	214	$25,883
5	DG	Dollar General Corp	88	$10,128

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,261,012	1,348	+2.3%	Shares	Sole	2026-07-27
2026-03-31	$1,313,293	1,318	+1.9%	Shares	Sole	2026-05-04
2025-12-31	$1,115,005	1,293	-1.7%	Shares	Sole	2026-01-23
2025-09-30	$1,218,128	1,316	+7.7%	Shares	Sole	2025-11-04
2025-06-30	$1,209,705	1,222	+6.8%	Shares	Sole	2025-08-05
2025-03-31	$1,081,972	1,144	+1.6%	Shares	Sole	2025-04-25
2024-12-31	$1,031,719	1,126	0.0%	Shares	Sole	2025-01-17
2024-09-30	$998,219	1,126	-0.5%	Shares	Sole	2024-11-20
2024-06-30	$962,188	1,132	+2.7%	Shares	Sole	2024-07-17
2024-03-31	$807,357	1,102	+48.5%	Shares	Sole	2024-04-19
2023-12-31	$489,779	742	0.0%	Shares	Sole	2024-01-12
2023-09-30	$419,199	742	-1.3%	Shares	Sole	2023-11-15
2023-06-30	$404,861	752	+0.1%	Shares	Sole	2023-07-14
2023-03-31	$373,149	751	-23.1%	Shares	Sole	2023-05-17
2022-12-31	$445,543	976	0.0%	Shares	Sole	2023-01-31
2022-09-30	$460,935	976	0.0%	Shares	Sole	2022-11-09
2022-06-30	$467,777	976	0.0%	Shares	Sole	2022-07-15
2022-03-31	$562,028	976	+63.2%	Shares	Sole	2022-04-25
2021-12-31	$339,484	598	0.0%	Shares	Sole	2022-02-15
2021-09-30	$268,711	598	-25.1%	Shares	Sole	2021-10-27
2021-06-30	$315,744	798	0.0%	Shares	Sole	2021-07-28
2021-03-31	$281,279	798	+10.4%	Shares	Sole	2021-04-14
2020-12-31	$272,411	723	+7.4%	Shares	Sole	2021-01-15
2020-09-30	$238,915	673	0.0%	Shares	Sole	2020-10-14
2020-06-30	$204,060	673	-96.7%	Shares	Sole	2020-07-21
2020-03-31	$5,873,107	20,598	—	Shares	Sole	2020-04-16
No filing history on record for this holder in this stock.