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PKS Advisory Services, LLC

Position in COST — Costco Wholesale Corp /New

CIK 1605401 ALBANY, NY

Position in COST

as of Jun 30, 2026 · filed Aug 4, 2026
Position Value
$1,146,886
+$75,724 QoQ
Shares Held
1,226
+14.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.43%
of 13F equity value
Holder Rank
#2,429
of 4,178 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority Sole 0% Shared 0% None 100%

Common Shares in COST Over Time

Shares Held

Position Value (USD)

Position in Discount Stores

Consumer Defensive · as of Jun 30, 2026

PKS Advisory Services, LLC holds $2,824,857 across 3 Discount Stores names. COST ranks #2 (40.6% of the industry book) .

# Ticker Company Shares Value (USD) Open
2 COST
Costco Wholesale Corp /New
This page
1,226 $1,146,886

All Filings in COST

Export CSV
7 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $1,146,886 1,226
2026-03-31 $1,071,162 1,075
2025-12-31 $1,013,249 1,175
2025-09-30 $1,033,928 1,117
2025-06-30 $1,061,215 1,072
2025-03-31 $991,177 1,048
2024-12-31 $952,004 1,039