BURKETT FINANCIAL SERVICES, LLC
Position in COST — Costco Wholesale Corp /New
CIK 1762716
ROCK HILL, SC
Position in COST
as of Jun 30, 2026
· filed Jul 2, 2026
Position Value
$3,741
-$244 QoQ
Shares Held
4
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#4,159
of 4,178 holders
Holding Since
Sep 2024
8 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, 2026BURKETT FINANCIAL SERVICES, LLC holds $1,120,607 across 5 Discount Stores names. COST ranks #3 (0.3% of the industry book) .
All Filings in COST
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,741 | 4 | Shares | Sole | 2026-07-02 | |
| 2026-03-31 | $3,985 | 4 | Shares | Sole | 2026-04-01 | |
| 2025-12-31 | $3,449 | 4 | Shares | Sole | 2026-01-05 | |
| 2025-09-30 | $3,702 | 4 | Shares | Sole | 2025-11-24 | |
| 2025-06-30 | $3,959 | 4 | Shares | Sole | 2025-07-01 | |
| 2025-03-31 | $3,783 | 4 | Shares | Sole | 2025-04-11 | |
| 2024-12-31 | $3,665 | 4 | Shares | Sole | 2025-01-06 | |
| 2024-09-30 | $3,546 | 4 | Shares | Sole | 2024-10-08 | |
| No filing history on record for this holder in this stock. | ||||||