Hixon Zuercher, LLC

Position in COST — Costco Wholesale Corp /New

CIK 1806752 Findlay, OH

Position in COST

as of Jun 30, 2026 · filed Jul 20, 2026 Compact

Position Value

$2,748,410

-$206,004 QoQ

Shares Held

2,938

-0.9% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

1.06%

of 13F equity value

Holder Rank

#1,708

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

Hixon Zuercher, LLC holds $10,490,080 across 3 Discount Stores names. COST ranks #2 (26.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	WMT	Walmart Inc.	51,921	$5,880,572
2	COST	Costco Wholesale Corp /New This page	2,938	$2,748,410
3	DG	Dollar General Corp	16,168	$1,861,098

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,748,410	2,938	-0.9%	Shares	Sole	2026-07-20
2026-03-31	$2,954,414	2,965	-0.7%	Shares	Sole	2026-04-20
2025-12-31	$2,575,809	2,987	-50.3%	Shares	Sole	2026-01-26
2025-09-30	$5,566,738	6,014	+2.4%	Shares	Sole	2025-10-14
2025-06-30	$5,813,917	5,873	+0.9%	Shares	Sole	2025-07-31
2025-03-31	$5,502,548	5,818	-26.7%	Shares	Sole	2025-04-25
2024-12-31	$7,267,853	7,932	-2.8%	Shares	Sole	2025-01-23
2024-09-30	$7,233,116	8,159	-15.0%	Shares	Sole	2024-10-30
2024-06-30	$8,157,354	9,597	-15.4%	Shares	Sole	2024-07-30
2024-03-31	$8,312,419	11,346	+0.8%	Shares	Sole	2024-04-30
2023-12-31	$7,429,200	11,255	-14.5%	Shares	Sole	2024-01-12
2023-09-30	$7,433,178	13,157	-19.0%	Shares	Sole	2023-10-25
2023-06-30	$8,745,983	16,245	+1.9%	Shares	Sole	2023-07-17
2023-03-31	$7,918,120	15,936	+3.2%	Shares	Sole	2023-04-18
2022-12-31	$7,052,468	15,449	+1.3%	Shares	Sole	2023-01-20
2022-09-30	$7,199,283	15,244	+4.8%	Shares	Sole	2022-10-26
2022-06-30	$6,970,169	14,543	+1.5%	Shares	Sole	2022-07-12
2022-03-31	$8,251,354	14,329	-0.7%	Shares	Sole	2022-04-19
2021-12-31	$8,187,937	14,423	+1.4%	Shares	Sole	2022-01-24
2021-09-30	$6,392,453	14,226	+1.0%	Shares	Sole	2021-10-13
2021-06-30	$5,574,594	14,089	-15.4%	Shares	Sole	2021-10-13
2021-03-31	$5,867,382	16,646	+1.4%	Shares	Sole	2021-10-13
2020-12-31	$6,182,583	16,409	-0.0%	Shares	Sole	2021-10-13
2020-09-30	$5,825,905	16,411	+1.6%	Shares	Sole	2021-10-13
2020-06-30	$4,895,931	16,147	+7.7%	Shares	Sole	2021-10-13
2020-03-31	$4,275,524	14,995	—	Shares	Sole	2021-10-13
No filing history on record for this holder in this stock.