Aaron Wealth Advisors LLC

Position in COST — Costco Wholesale Corp /New

CIK 1812198 Chicago, IL

Position in COST

as of Jun 30, 2026 · filed Jul 16, 2026 Compact

Position Value

$4,985,119

-$577,949 QoQ

Shares Held

5,329

-4.5% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.40%

of 13F equity value

Holder Rank

#1,284

of 4,178 holders

Holding Since

Dec 2021

19 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Consumer Defensive · as of Jun 30, 2026

Aaron Wealth Advisors LLC holds $17,927,677 across 5 Discount Stores names. COST ranks #2 (27.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	WMT	Walmart Inc.	93,516	$10,591,622
2	COST	Costco Wholesale Corp /New This page	5,329	$4,985,119
3	TGT	Target Corp	12,315	$1,608,462
4	DLTR	Dollar Tree, Inc.	3,728	$450,901
5	DG	Dollar General Corp	2,533	$291,573

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$4,985,119	5,329	-4.5%	Shares	Sole	2026-07-16
2026-03-31	$5,563,068	5,583	+2.5%	Shares	Sole	2026-04-21
2025-12-31	$4,698,890	5,449	+7.0%	Shares	Sole	2026-01-21
2025-09-30	$4,712,382	5,091	+28.4%	Shares	Sole	2025-10-03
2025-06-30	$3,924,122	3,964	+25.7%	Shares	Sole	2025-07-09
2025-03-31	$2,982,044	3,153	+5.3%	Shares	Sole	2025-04-28
2024-12-31	$2,744,228	2,995	+8.8%	Shares	Sole	2025-01-15
2024-09-30	$2,440,589	2,753	+15.0%	Shares	Sole	2024-10-17
2024-06-30	$2,034,876	2,394	+3.5%	Shares	Sole	2024-07-22
2024-03-31	$1,693,840	2,312	+31.0%	Shares	Sole	2024-04-25
2023-12-31	$1,165,041	1,765	+9.4%	Shares	Sole	2024-01-26
2023-09-30	$911,280	1,613	+2.6%	Shares	Sole	2023-10-19
2023-06-30	$846,333	1,572	+9.4%	Shares	Sole	2023-07-26
2023-03-31	$714,002	1,437	-9.7%	Shares	Sole	2023-05-02
2022-12-31	$726,748	1,592	+47.1%	Shares	Sole	2023-01-24
2022-09-30	$510,996	1,082	-14.9%	Shares	Sole	2022-10-21
2022-06-30	$609,644	1,272	-99.7%	Shares	Sole	2022-07-22
2022-03-31	$681,000	392,153	+45712.3%	Shares	Sole	2022-05-10
2021-12-31	$485,951	856	—	Shares	Sole	2022-01-21
No filing history on record for this holder in this stock.