JACKSON THORNTON WEALTH MANAGEMENT, LLC
Position in COST — Costco Wholesale Corp /New
CIK 1903880
MONTGOMERY, AL
Position in COST
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$644,538
+$136,360 QoQ
Shares Held
689
+35.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.31%
of 13F equity value
Holder Rank
#2,971
of 4,178 holders
Holding Since
Dec 2024
6 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, 2026JACKSON THORNTON WEALTH MANAGEMENT, LLC holds $3,046,141 across 4 Discount Stores names. COST ranks #3 (21.2% of the industry book) .
All Filings in COST
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $644,538 | 689 | Shares | Other | 2026-08-06 | |
| 2026-03-31 | $508,178 | 510 | Shares | Other | 2026-04-29 | |
| 2025-12-31 | $209,548 | 243 | Shares | Other | 2026-01-22 | |
| 2025-06-30 | $516,748 | 522 | Shares | Other | 2025-07-30 | |
| 2025-03-31 | $423,709 | 448 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $287,707 | 314 | Shares | Sole | 2025-02-11 | |
| No filing history on record for this holder in this stock. | ||||||