Measured Wealth Private Client Group, LLC
Position in COST — Costco Wholesale Corp /New
CIK 1720235
PORTSMOUTH, NH
Position in COST
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$147,804
-$9,631 QoQ
Shares Held
158
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#3,993
of 4,178 holders
Holding Since
Jun 2024
6 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, 2026Measured Wealth Private Client Group, LLC holds $254,113 across 4 Discount Stores names. COST ranks #1 (58.2% of the industry book) .
All Filings in COST
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $147,804 | 158 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $157,435 | 158 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $136,249 | 158 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $149,952 | 162 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $303,911 | 307 | Shares | Sole | 2025-08-13 | |
| 2024-06-30 | $221,847 | 261 | Shares | Sole | 2024-08-12 | |
| No filing history on record for this holder in this stock. | ||||||