Skip to main content

Global Assets Advisory, LLC

Position in COST — Costco Wholesale Corp /New

CIK 1942932 ORLANDO, FL

Position in COST

as of Jun 30, 2026 · filed Jul 27, 2026
Position Value
$1,660,459
+$209,657 QoQ
Shares Held
1,775
+21.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.71%
of 13F equity value
Holder Rank
#2,102
of 4,177 holders
Holding Since
Jun 2022
15 quarters on record

Common Shares in COST Over Time

Shares Held

Position Value (USD)

Position in Discount Stores

Consumer Defensive · as of Jun 30, 2026

Global Assets Advisory, LLC holds $4,571,421 across 3 Discount Stores names. COST ranks #2 (36.3% of the industry book) .

# Ticker Company Shares Value (USD) Open
2 COST
Costco Wholesale Corp /New
This page
1,775 $1,660,459

All Filings in COST

Export CSV
15 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $1,660,459 1,775
2026-03-31 $1,450,802 1,456
2025-12-31 $1,795,391 2,082
2025-09-30 $2,009,542 2,171
2025-06-30 $1,913,554 1,933
2025-03-31 $2,988,664 3,160
2024-12-31 $985,906 1,076
2024-09-30 $1,418,432 1,600
2024-03-31 $966 696,604
2023-09-30 $558,180 988
2023-06-30 $598,140 1,111
2023-03-31 $555,997 1,119
2022-12-31 $535,931 1,174
2022-09-30 $672,040 1,423
2022-06-30 $643,193 1,342