Center for Financial Planning, Inc.
Position in COST — Costco Wholesale Corp /New
CIK 1803557
SOUTHFIED, MI
Position in COST
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$263,802
-$16,194 QoQ
Shares Held
282
+0.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
#3,742
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, 2026Center for Financial Planning, Inc. holds $1,702,185 across 4 Discount Stores names. COST ranks #2 (15.5% of the industry book) .
All Filings in COST
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $263,802 | 282 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $279,996 | 281 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $250,078 | 290 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $248,994 | 269 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $300,941 | 304 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $315,890 | 334 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $300,536 | 328 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $275,707 | 311 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $264,346 | 311 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 | $227,847 | 311 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $221,786 | 336 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $162,143 | 287 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $123,827 | 230 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $114,280 | 230 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $104,995 | 230 | Shares | Sole | 2023-01-27 | |
| 2022-09-30 | $108,622 | 230 | Shares | Sole | 2022-10-14 | |
| 2022-06-30 | $110,234 | 230 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $132,445 | 230 | Shares | Sole | 2022-05-03 | |
| 2021-12-31 | $130,571 | 230 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $103,350 | 230 | Shares | Sole | 2021-11-17 | |
| 2021-06-30 | $91,004 | 230 | Shares | Sole | 2021-07-29 | |
| 2021-03-31 | $81,070 | 230 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $86,659 | 230 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $81,650 | 230 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $69,738 | 230 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $75,844 | 266 | Shares | Sole | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||