Position in COST
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$181,481
-$130,401 QoQ
Shares Held
194
-38.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.28%
of 13F equity value
Holder Rank
#3,975
of 4,178 holders
Holding Since
Mar 2024
7 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, 2026Mosley Wealth Management holds $934,298 across 4 Discount Stores names. COST ranks #2 (19.4% of the industry book) .
All Filings in COST
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $181,481 | 194 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $311,882 | 313 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $313,029 | 363 | Shares | Sole | 2026-02-12 | |
| 2024-12-31 | $269,383 | 294 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $260,636 | 294 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $249,897 | 294 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $215,393 | 294 | Shares | Sole | 2024-04-15 | |
| No filing history on record for this holder in this stock. | ||||||