Badgley Phelps Wealth Managers, LLC

Position in COST — Costco Wholesale Corp /New

CIK 1895362 SEATTLE, WA

Position in COST

as of Jun 30, 2026 · filed Jul 31, 2026 Compact

Position Value

$84,749,840

-$3,370,443 QoQ

Shares Held

90,596

+2.4% QoQ

Ownership

0.020%

of shares outstanding

% of Portfolio

2.30%

of 13F equity value

Holder Rank

#292

of 4,178 holders

Holding Since

Sep 2021

20 quarters on record

Voting authority Sole 96% Shared 0% None 4%

Consumer Defensive · as of Jun 30, 2026

Badgley Phelps Wealth Managers, LLC holds $129,394,068 across 3 Discount Stores names. COST ranks #1 (65.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	COST	Costco Wholesale Corp /New This page	90,596	$84,749,840
2	WMT	Walmart Inc.	387,161	$43,849,854
3	DG	Dollar General Corp	6,901	$794,374

20 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$84,749,840	90,596	+2.4%	Shares	Sole	2026-07-31
2026-03-31	$88,120,283	88,436	-2.9%	Shares	Sole	2026-04-15
2025-12-31	$78,502,259	91,034	+2.2%	Shares	Sole	2026-01-28
2025-09-30	$82,445,864	89,070	-3.0%	Shares	Sole	2025-11-04
2025-06-30	$90,905,200	91,829	-0.2%	Shares	Sole	2025-07-16
2025-03-31	$86,986,223	91,973	-0.8%	Shares	Sole	2025-04-30
2024-12-31	$84,954,721	92,718	-1.9%	Shares	Sole	2025-02-11
2024-09-30	$83,818,692	94,548	-3.3%	Shares	Sole	2024-10-18
2024-06-30	$83,088,222	97,752	+1.5%	Shares	Sole	2024-08-14
2024-03-31	$70,590,365	96,352	-2.0%	Shares	Sole	2024-05-15
2023-12-31	$64,896,425	98,316	+18.2%	Shares	Sole	2024-02-14
2023-09-30	$47,011,450	83,212	-1.6%	Shares	Sole	2023-11-02
2023-06-30	$45,539,949	84,587	+7.4%	Shares	Sole	2023-08-15
2023-03-31	$39,116,587	78,726	+0.3%	Shares	Sole	2023-04-28
2022-12-31	$35,848,488	78,529	+0.3%	Shares	Sole	2023-01-27
2022-09-30	$36,973,546	78,289	+1.8%	Shares	Sole	2022-11-09
2022-06-30	$36,861,903	76,911	-0.2%	Shares	Sole	2022-08-01
2022-03-31	$44,379,031	77,067	-0.9%	Shares	Sole	2022-05-09
2021-12-31	$44,131,862	77,738	+0.9%	Shares	Sole	2022-02-08
2021-09-30	$34,630,955	77,069	—	Shares	Sole	2021-11-29
No filing history on record for this holder in this stock.