Position in COST
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$1,371,399
+$799,449 QoQ
Shares Held
1,466
+155.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.34%
of 13F equity value
Holder Rank
#2,272
of 4,176 holders
Holding Since
Dec 2022
15 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, 2026Goldstein Advisors, LLC holds $1,841,428 across 2 Discount Stores names. COST ranks #1 (74.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | COST |
Costco Wholesale Corp /New
This page
|
1,466 | $1,371,399 | |
| 2 | WMT |
Walmart Inc.
|
4,150 | $470,029 |
All Filings in COST
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,371,399 | 1,466 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $571,950 | 574 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $522,578 | 606 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $560,931 | 606 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $667,219 | 674 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $763,244 | 807 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $633,142 | 691 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $625,883 | 706 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $587,343 | 691 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $583,173 | 796 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $528,064 | 800 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $442,928 | 784 | Shares | Sole | 2023-10-18 | |
| 2023-06-30 | $412,937 | 767 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $397,496 | 800 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $361,091 | 791 | Shares | Sole | 2023-02-03 | |
| No filing history on record for this holder in this stock. | ||||||