AIMZ Investment Advisors, LLC
Position in COST — Costco Wholesale Corp /New
CIK 1630365
LOS ALTOS, CA
Position in COST
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$697,860
-$45,476 QoQ
Shares Held
746
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.20%
of 13F equity value
Holder Rank
#2,897
of 4,178 holders
Holding Since
Mar 2020
26 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, 2026AIMZ Investment Advisors, LLC holds $6,706,896 across 3 Discount Stores names. COST ranks #3 (10.4% of the industry book) .
All Filings in COST
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $697,860 | 746 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $743,336 | 746 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $641,580 | 744 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $688,668 | 744 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $722,656 | 730 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $714,063 | 755 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $691,783 | 755 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $669,322 | 755 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $628,992 | 740 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $542,146 | 740 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $488,459 | 740 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $418,070 | 740 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $398,401 | 740 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $367,683 | 740 | Shares | Sole | 2023-05-16 | |
| 2022-12-31 | $337,810 | 740 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $349,479 | 740 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $409,784 | 855 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $492,351 | 855 | Shares | Sole | 2022-05-06 | |
| 2021-12-31 | $485,383 | 855 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $384,194 | 855 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $338,297 | 855 | Shares | Sole | 2021-08-05 | |
| 2021-03-31 | $301,370 | 855 | Shares | Sole | 2021-04-28 | |
| 2020-12-31 | $322,146 | 855 | Shares | Sole | 2021-02-08 | |
| 2020-09-30 | $303,525 | 855 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $269,856 | 890 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $253,765 | 890 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||