EARNED WEALTH ADVISORS, LLC
Position in COST — Costco Wholesale Corp /New
CIK 1905663
WALNUT CREEK, CA
Position in COST
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$3,000,052
-$1,146,093 QoQ
Shares Held
3,207
-22.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.10%
of 13F equity value
Holder Rank
#1,649
of 4,178 holders
Holding Since
Mar 2022
14 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, 2026EARNED WEALTH ADVISORS, LLC holds $4,456,936 across 3 Discount Stores names. COST ranks #1 (67.3% of the industry book) .
All Filings in COST
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,000,052 | 3,207 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $4,146,145 | 4,161 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $3,562,326 | 4,131 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $2,590,838 | 2,799 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $3,173,747 | 3,206 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $2,926,243 | 3,094 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $1,191,151 | 1,300 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $1,135,632 | 1,281 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $816,840 | 961 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $686,474 | 937 | Shares | Sole | 2024-04-26 | |
| 2023-12-31 | $607,273 | 920 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $458,747 | 812 | Shares | Sole | 2023-11-02 | |
| 2023-06-30 | $206,737 | 384 | Shares | Sole | 2023-08-11 | |
| 2022-03-31 | $221,126 | 384 | Shares | Sole | 2022-04-14 | |
| No filing history on record for this holder in this stock. | ||||||