MBM WEALTH CONSULTANTS, LLC
Position in COST — Costco Wholesale Corp /New
CIK 1762068
CHESTERFIELD, MO
Position in COST
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$2,162,806
+$117,136 QoQ
Shares Held
2,312
+12.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
2.03%
of 13F equity value
Holder Rank
#1,896
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, 2026MBM WEALTH CONSULTANTS, LLC holds $2,162,806 across 1 Discount Stores name. COST ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | COST |
Costco Wholesale Corp /New
This page
|
2,312 | $2,162,806 |
All Filings in COST
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,162,806 | 2,312 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $2,045,670 | 2,053 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $1,670,352 | 1,937 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $1,705,936 | 1,843 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $1,637,360 | 1,654 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $1,638,090 | 1,732 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $1,575,984 | 1,720 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $1,503,537 | 1,696 | Shares | Sole | 2024-10-07 | |
| 2024-06-30 | $1,357,434 | 1,597 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $1,242,540 | 1,696 | Shares | Sole | 2024-04-18 | |
| 2023-12-31 | $1,101,673 | 1,669 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $957,607 | 1,695 | Shares | Sole | 2023-10-19 | |
| 2023-06-30 | $892,095 | 1,657 | Shares | Sole | 2023-07-24 | |
| 2023-03-31 | $768 | 1,378 | Shares | Sole | 2023-05-31 | |
| 2022-12-31 | $629,057 | 1,378 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $627,174 | 1,328 | Shares | Sole | 2022-10-24 | |
| 2022-06-30 | $619,709 | 1,293 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $708,295 | 1,230 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $648,313 | 1,142 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $527,536 | 1,174 | Shares | Sole | 2021-11-16 | |
| 2021-06-30 | $446,711 | 1,129 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $388,785 | 1,103 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $359,071 | 953 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $377,365 | 1,063 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $324,131 | 1,069 | Shares | Sole | 2020-08-07 | |
| 2020-03-31 | $412,297 | 1,446 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||