KINGSWOOD WEALTH ADVISORS, LLC
Position in COST — Costco Wholesale Corp /New
CIK 1987855
SAN DIEGO, CA
Position in COST
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$9,354,700
-$688,317 QoQ
Shares Held
10,000
-0.8% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.73%
of 13F equity value
Holder Rank
#921
of 4,178 holders
Holding Since
Jun 2023
13 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, 2026KINGSWOOD WEALTH ADVISORS, LLC holds $23,684,238 across 4 Discount Stores names. COST ranks #2 (39.5% of the industry book) .
All Filings in COST
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,354,700 | 10,000 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $10,043,017 | 10,079 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $7,106,543 | 8,241 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $5,598,210 | 6,048 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $5,633,748 | 5,691 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $5,535,650 | 5,853 | Shares | Sole | 2025-07-25 | |
| 2024-12-31 | $5,826,560 | 6,359 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $7,249,074 | 8,177 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $6,833,919 | 8,040 | Shares | Sole | 2024-07-09 | |
| 2024-03-31 | $4,184,782 | 5,712 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $4,724,192 | 7,157 | Shares | Sole | 2024-01-16 | |
| 2023-09-30 | $1,635,559 | 2,895 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $1,976,392 | 3,671 | Shares | Sole | 2023-08-09 | |
| No filing history on record for this holder in this stock. | ||||||