Family Investment Center, Inc.
Position in COST — Costco Wholesale Corp /New
CIK 1897700
Saint Joseph, MO
Position in COST
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$538,830
+$85,272 QoQ
Shares Held
576
+17.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.59%
of 13F equity value
Holder Rank
#3,127
of 4,178 holders
Holding Since
Jun 2024
6 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, 2026Family Investment Center, Inc. holds $1,399,231 across 3 Discount Stores names. COST ranks #2 (38.5% of the industry book) .
All Filings in COST
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $538,830 | 576 | Shares | Sole | 2026-07-23 | |
| 2025-09-30 | $453,558 | 490 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $369,247 | 373 | Shares | Sole | 2025-07-15 | |
| 2024-12-31 | $389,414 | 425 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $400,707 | 452 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $316,196 | 372 | Shares | Sole | 2024-07-19 | |
| No filing history on record for this holder in this stock. | ||||||