HHM Wealth Advisors, LLC

Position in COST — Costco Wholesale Corp /New

CIK 1750086 CHATTANOOGA, TN

Position in COST

as of Jun 30, 2026 · filed Jul 13, 2026 Compact

Position Value

$395,703

-$1,872 QoQ

Shares Held

423

+6.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.23%

of 13F equity value

Holder Rank

#3,394

of 4,178 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Defensive · as of Jun 30, 2026

HHM Wealth Advisors, LLC holds $2,689,664 across 6 Discount Stores names. COST ranks #2 (14.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	WMT	Walmart Inc.	17,218	$1,950,110
2	COST	Costco Wholesale Corp /New This page	423	$395,703
3	TGT	Target Corp	1,581	$206,494
4	BJ	BJ's Wholesale Club Holdings, Inc.	750	$65,415
5	DLTR	Dollar Tree, Inc.	532	$64,345
6	DG	Dollar General Corp	66	$7,597

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$395,703	423	+6.0%	Shares	Sole	2026-07-13
2026-03-31	$397,575	399	-17.7%	Shares	Sole	2026-04-17
2025-12-31	$418,234	485	-1.2%	Shares	Sole	2026-01-22
2025-09-30	$454,484	491	+11.3%	Shares	Sole	2025-10-29
2025-06-30	$436,563	441	-12.8%	Shares	Sole	2025-08-11
2025-03-31	$478,564	506	+8.4%	Shares	Sole	2025-05-08
2024-12-31	$427,898	467	+3.5%	Shares	Sole	2025-01-24
2024-09-30	$399,820	451	+3.4%	Shares	Sole	2024-11-12
2024-06-30	$370,595	436	-0.7%	Shares	Sole	2024-08-07
2024-03-31	$321,624	439	0.0%	Shares	Sole	2024-05-14
2023-12-31	$289,775	439	0.0%	Shares	Sole	2024-02-05
2023-09-30	$248,017	439	-0.7%	Shares	Sole	2023-11-03
2023-06-30	$237,963	442	0.0%	Shares	Sole	2023-08-14
2023-03-31	$219,616	442	+64.3%	Shares	Sole	2023-05-02
2022-12-31	$122,798	269	0.0%	Shares	Sole	2023-01-19
2022-09-30	$127,040	269	-35.3%	Shares	Sole	2022-11-04
2022-06-30	$199,380	416	-8.8%	Shares	Sole	2022-08-08
2022-03-31	$262,587	456	+22.6%	Shares	Sole	2022-04-27
2021-12-31	$211,184	372	0.0%	Shares	Sole	2022-02-03
2021-09-30	$167,158	372	0.0%	Shares	Sole	2021-11-02
2021-06-30	$147,189	372	-0.3%	Shares	Sole	2021-07-27
2021-03-31	$131,475	373	0.0%	Shares	Sole	2021-04-23
2020-12-31	$140,538	373	0.0%	Shares	Sole	2021-01-28
2020-09-30	$132,415	373	0.0%	Shares	Sole	2020-11-12
2020-06-30	$113,097	373	+0.3%	Shares	Sole	2020-08-13
2020-03-31	$106,068	372	—	Shares	Sole	2020-05-12
No filing history on record for this holder in this stock.