Gleason Group, Inc.

Position in COST — Costco Wholesale Corp /New

CIK 1822632 PROSPECT, KY

Position in COST

as of Jun 30, 2026 · filed Jul 13, 2026 Compact

Position Value

$1,268,497

-$72,697 QoQ

Shares Held

1,356

+0.7% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

2.35%

of 13F equity value

Holder Rank

#2,335

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

Gleason Group, Inc. holds $2,157,102 across 3 Discount Stores names. COST ranks #1 (58.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	COST	Costco Wholesale Corp /New This page	1,356	$1,268,497
2	WMT	Walmart Inc.	7,803	$883,767
3	DLTR	Dollar Tree, Inc.	40	$4,838

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,268,497	1,356	+0.7%	Shares	Sole	2026-07-13
2026-03-31	$1,341,194	1,346	+0.1%	Shares	Sole	2026-05-04
2025-12-31	$1,159,847	1,345	+1.9%	Shares	Sole	2026-01-15
2025-09-30	$1,221,831	1,320	+0.2%	Shares	Sole	2025-10-16
2025-06-30	$1,304,740	1,318	+0.2%	Shares	Sole	2025-07-17
2025-03-31	$1,244,646	1,316	-3.9%	Shares	Sole	2025-04-11
2024-12-31	$1,255,289	1,370	-1.7%	Shares	Sole	2025-01-13
2024-09-30	$1,234,922	1,393	+0.1%	Shares	Sole	2024-10-15
2024-06-30	$1,182,336	1,391	+0.1%	Shares	Sole	2024-07-12
2024-03-31	$1,017,623	1,389	-7.2%	Shares	Sole	2024-04-12
2023-12-31	$987,479	1,496	+0.2%	Shares	Sole	2024-01-19
2023-09-30	$843,485	1,493	+0.2%	Shares	Sole	2023-10-12
2023-06-30	$802,186	1,490	+0.2%	Shares	Sole	2023-07-20
2023-03-31	$738,845	1,487	+0.1%	Shares	Sole	2023-04-14
2022-12-31	$677,902	1,485	+0.3%	Shares	Sole	2023-01-11
2022-09-30	$699,431	1,481	+2.6%	Shares	Sole	2022-10-11
2022-06-30	$692,080	1,444	+0.2%	Shares	Sole	2022-07-13
2022-03-31	$829,799	1,441	+0.1%	Shares	Sole	2022-04-22
2021-12-31	$816,920	1,439	+0.1%	Shares	Sole	2022-01-18
2021-09-30	$645,715	1,437	+0.2%	Shares	Sole	2021-10-12
2021-06-30	$567,390	1,434	+0.2%	Shares	Sole	2021-07-27
2021-03-31	$504,398	1,431	+0.2%	Shares	Sole	2021-04-14
2020-12-31	$538,041	1,428	+12.5%	Shares	Sole	2021-01-28
2020-09-30	$450,495	1,269	+0.2%	Shares	Sole	2020-10-15
2020-06-30	$383,863	1,266	+0.2%	Shares	Sole	2020-08-27
2020-03-31	$360,404	1,264	—	Shares	Sole	2020-08-27
No filing history on record for this holder in this stock.