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Camelot Portfolios, LLC

Position in COST — Costco Wholesale Corp /New

CIK 1569766 Maumee, OH

Position in COST

as of Jun 30, 2026 · filed Jul 17, 2026
Position Value
$206,738
-$15,465 QoQ
Shares Held
221
-0.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.21%
of 13F equity value
Holder Rank
#3,928
of 4,178 holders
Holding Since
Jun 2023
12 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, 2026

Camelot Portfolios, LLC holds $1,704,064 across 3 Discount Stores names. COST ranks #3 (12.1% of the industry book) .

# Ticker Company Shares Value (USD) Open
3 COST
Costco Wholesale Corp /New
This page
221 $206,738

All Filings in COST

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12 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $206,738 221
2026-03-31 $222,203 223
2025-12-31 $192,301 223
2025-09-30 $206,415 223
2025-06-30 $220,756 223
2025-03-31 $1,524,597 1,612
2024-12-31 $216,239 236
2024-09-30 $209,218 236
2024-06-30 $604,342 711
2023-12-31 $462,716 701
2023-09-30 $236,153 418
2023-06-30 $429,627 798