Brown Miller Wealth Management, LLC
Position in COST — Costco Wholesale Corp /New
CIK 1840084
MCLEAN, VA
Position in COST
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$913,954
-$36,640 QoQ
Shares Held
977
+2.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.28%
of 13F equity value
Holder Rank
#2,642
of 4,178 holders
Holding Since
Dec 2020
23 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in COST Over Time
Shares Held
Position Value (USD)
Position in Discount Stores
Consumer Defensive · as of Jun 30, 2026Brown Miller Wealth Management, LLC holds $1,957,157 across 3 Discount Stores names. COST ranks #1 (46.7% of the industry book) .
All Filings in COST
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23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $913,954 | 977 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $950,594 | 954 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $822,672 | 954 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $898,786 | 971 | Shares | Other | 2025-10-21 | |
| 2025-06-30 | $1,233,464 | 1,246 | Shares | Other | 2025-07-22 | |
| 2025-03-31 | $943,888 | 998 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $798,987 | 872 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $786,343 | 887 | Shares | Sole | 2025-02-11 | |
| 2024-06-30 | $717,391 | 844 | Shares | Sole | 2025-02-11 | |
| 2024-03-31 | $630,794 | 861 | Shares | Sole | 2025-02-11 | |
| 2023-12-31 | $605,953 | 918 | Shares | Sole | 2025-02-11 | |
| 2023-09-30 | $554,225 | 981 | Shares | Sole | 2025-02-11 | |
| 2023-06-30 | $530,304 | 985 | Shares | Sole | 2025-02-11 | |
| 2023-03-31 | $489,913 | 986 | Shares | Sole | 2025-02-11 | |
| 2022-12-31 | $451,022 | 988 | Shares | Sole | 2025-02-11 | |
| 2022-09-30 | $458,101 | 970 | Shares | Sole | 2022-10-11 | |
| 2022-06-30 | $464,901 | 970 | Shares | Sole | 2022-07-18 | |
| 2022-03-31 | $563,757 | 979 | Shares | Sole | 2022-04-14 | |
| 2021-12-31 | $553,507 | 975 | Shares | Sole | 2022-01-25 | |
| 2021-09-30 | $484,399 | 1,078 | Shares | Sole | 2021-10-20 | |
| 2021-06-30 | $426,532 | 1,078 | Shares | Sole | 2021-07-26 | |
| 2021-03-31 | $496,644 | 1,409 | Shares | Sole | 2021-04-21 | |
| 2020-12-31 | $504,508 | 1,339 | Shares | Sole | 2021-01-26 | |
| No filing history on record for this holder in this stock. | ||||||