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BFSG, LLC

Position in COST — Costco Wholesale Corp /New

CIK 1706836 IRVINE, CA

Position in COST

as of Jun 30, 2026 · filed Jul 20, 2026
Position Value
$7,892,560
-$560,155 QoQ
Shares Held
8,437
-0.5% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
1.05%
of 13F equity value
Holder Rank
#1,005
of 4,177 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, 2026

BFSG, LLC holds $14,096,582 across 4 Discount Stores names. COST ranks #1 (56.0% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 COST
Costco Wholesale Corp /New
This page
8,437 $7,892,560

All Filings in COST

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26 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $7,892,560 8,437
2026-03-31 $8,452,715 8,483
2025-12-31 $7,652,405 8,874
2025-09-30 $8,332,521 9,002
2025-06-30 $10,008,293 10,110
2025-03-31 $9,770,853 10,331
2024-12-31 $9,790,344 10,685
2024-09-30 $9,646,224 10,881
2024-06-30 $9,983,132 11,745
2024-03-31 $9,026,000 12,320
2023-12-31 $8,562,557 12,972
2023-09-30 $7,371,033 13,047
2023-06-30 $6,711,983 12,467
2023-03-31 $6,878,668 13,844
2022-12-31 $6,313,395 13,830
2022-09-30 $5,764,055 12,205
2022-06-30 $6,677,328 13,932
2022-03-31 $7,058,193 12,257
2021-12-31 $8,486,547 14,949
2021-09-30 $6,080,154 13,531
2021-06-30 $5,399,312 13,646
2021-03-31 $4,795,137 13,604
2020-12-31 $4,872,895 12,933
2020-09-30 $4,594,765 12,943
2020-06-30 $3,869,869 12,763
2020-03-31 $3,531,049 12,384