DHJJ Financial Advisors, Ltd.
Position in COST — Costco Wholesale Corp /New
CIK 1844716
NAPERVILLE, IL
Position in COST
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$156,223
+$46,616 QoQ
Shares Held
167
+51.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.21%
of 13F equity value
Holder Rank
#3,986
of 4,177 holders
Holding Since
Sep 2023
12 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, 2026DHJJ Financial Advisors, Ltd. holds $503,344 across 4 Discount Stores names. COST ranks #2 (31.0% of the industry book) .
All Filings in COST
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $156,223 | 167 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $109,607 | 110 | Shares | Sole | 2026-04-09 | |
| 2025-12-31 | $100,031 | 116 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $107,373 | 116 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $126,712 | 128 | Shares | Sole | 2025-07-21 | |
| 2025-03-31 | $117,276 | 124 | Shares | Sole | 2025-04-18 | |
| 2024-12-31 | $91,627 | 100 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $88,652 | 100 | Shares | Sole | 2024-10-22 | |
| 2024-06-30 | $84,999 | 100 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $73,263 | 100 | Shares | Sole | 2024-04-11 | |
| 2023-12-31 | $66,008 | 100 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $56,496 | 100 | Shares | Sole | 2023-10-10 | |
| No filing history on record for this holder in this stock. | ||||||