GUARDIAN WEALTH ADVISORS, LLC / NC
Position in COST — Costco Wholesale Corp /New
CIK 1901403
RALEIGH, NC
Position in COST
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$2,102,001
-$196,763 QoQ
Shares Held
2,247
-2.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.28%
of 13F equity value
Holder Rank
#1,909
of 4,178 holders
Holding Since
Dec 2021
19 quarters on record
Voting authority
Sole 2%
Shared 0%
None 98%
Common Shares in COST Over Time
Shares Held
Position Value (USD)
Position in Discount Stores
Consumer Defensive · as of Jun 30, 2026GUARDIAN WEALTH ADVISORS, LLC / NC holds $9,006,487 across 4 Discount Stores names. COST ranks #2 (23.3% of the industry book) .
All Filings in COST
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,102,001 | 2,247 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $2,298,764 | 2,307 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,989,418 | 2,307 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $2,146,535 | 2,319 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $2,306,560 | 2,330 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $2,201,775 | 2,328 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $2,113,834 | 2,307 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $1,843,961 | 2,080 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $1,783,279 | 2,098 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $1,539,255 | 2,101 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $1,488,480 | 2,255 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $1,324,831 | 2,345 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $1,231,275 | 2,287 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $1,054,358 | 2,122 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $974,627 | 2,135 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $1,088,582 | 2,305 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,020,387 | 2,129 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $976,065 | 1,695 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $765,827 | 1,349 | Shares | Sole | 2022-05-16 | |
| No filing history on record for this holder in this stock. | ||||||