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Tevis Investment Management

Position in COST — Costco Wholesale Corp /New

CIK 1940416 PLANO, TX

Position in COST

as of Jun 30, 2026 · filed Aug 6, 2026
Position Value
$688,505
-$44,867 QoQ
Shares Held
736
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.38%
of 13F equity value
Holder Rank
#2,905
of 4,177 holders
Holding Since
Dec 2021
18 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, 2026

Tevis Investment Management holds $2,546,807 across 3 Discount Stores names. COST ranks #3 (27.0% of the industry book) .

# Ticker Company Shares Value (USD) Open
3 COST
Costco Wholesale Corp /New
This page
736 $688,505

All Filings in COST

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18 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $688,505 736
2026-03-31 $733,372 736
2025-12-31 $1,058,091 1,227
2025-09-30 $1,135,748 1,227
2025-06-30 $1,213,666 1,226
2025-03-31 $1,231,405 1,302
2024-12-31 $1,192,983 1,302
2024-09-30 $1,145,383 1,292
2024-06-30 $1,058,237 1,245
2024-03-31 $912,856 1,246
2023-12-31 $824,439 1,249
2023-09-30 $789,249 1,397
2023-03-31 $701,083 1,411
2022-12-31 $602,123 1,319
2022-09-30 $626,230 1,326
2022-06-30 $631,674 1,318
2022-03-31 $410,580 713
2021-12-31 $399,093 703