NORTHWEST WEALTH MANAGEMENT, LLC
Position in COST — Costco Wholesale Corp /New
CIK 1695344
SPENCER, IA
Position in COST
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$449,961
-$39,286 QoQ
Shares Held
481
-2.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.34%
of 13F equity value
Holder Rank
#3,285
of 4,178 holders
Holding Since
Dec 2023
11 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, 2026NORTHWEST WEALTH MANAGEMENT, LLC holds $3,750,737 across 4 Discount Stores names. COST ranks #2 (12.0% of the industry book) .
All Filings in COST
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $449,961 | 481 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $489,247 | 491 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $369,081 | 428 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $432,269 | 467 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $465,271 | 470 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $456,811 | 483 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $441,642 | 482 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $369,678 | 417 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $356,995 | 420 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $291,586 | 398 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $252,810 | 383 | Shares | Sole | 2024-02-14 | |
| No filing history on record for this holder in this stock. | ||||||