Morton Brown Family Wealth, LLC
Position in COST — Costco Wholesale Corp /New
CIK 1909851
ALLENTOWN, PA
Position in COST
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$36,483
-$15,331 QoQ
Shares Held
39
-25.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#4,101
of 4,178 holders
Holding Since
Dec 2021
19 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, 2026Morton Brown Family Wealth, LLC holds $159,237 across 4 Discount Stores names. COST ranks #2 (22.9% of the industry book) .
All Filings in COST
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $36,483 | 39 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $51,814 | 52 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $41,392 | 48 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $41,653 | 45 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $50,486 | 51 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $48,234 | 51 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $41,232 | 45 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $39,893 | 45 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $38,249 | 45 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $32,968 | 45 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $29,703 | 45 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $8,474 | 15 | Shares | Sole | 2023-10-18 | |
| 2023-06-30 | $8,075 | 15 | Shares | Sole | 2023-07-25 | |
| 2023-03-31 | $7,453 | 15 | Shares | Sole | 2023-04-26 | |
| 2022-12-31 | $6,847 | 15 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $8,973 | 19 | Shares | Sole | 2022-10-31 | |
| 2022-06-30 | $11,982 | 25 | Shares | Sole | 2022-07-21 | |
| 2022-03-31 | $8,637 | 15 | Shares | Sole | 2022-04-20 | |
| 2021-12-31 | $22,708 | 40 | Shares | Sole | 2022-02-11 | |
| No filing history on record for this holder in this stock. | ||||||