Midwest Financial Group LLC
Position in COST — Costco Wholesale Corp /New
CIK 1967193
Overland Park, KS
Position in COST
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$1,796,102
-$200,743 QoQ
Shares Held
1,920
-4.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.70%
of 13F equity value
Holder Rank
#2,042
of 4,178 holders
Holding Since
Mar 2024
10 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, 2026Midwest Financial Group LLC holds $2,639,161 across 3 Discount Stores names. COST ranks #1 (68.1% of the industry book) .
All Filings in COST
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,796,102 | 1,920 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $1,996,845 | 2,004 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $1,715,194 | 1,989 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $1,293,105 | 1,397 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $1,277,022 | 1,290 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $1,025,225 | 1,084 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $755,922 | 825 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $315,601 | 356 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $298,346 | 351 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $257,153 | 351 | Shares | Sole | 2024-04-11 | |
| No filing history on record for this holder in this stock. | ||||||