FIDUCIARY FAMILY OFFICE, LLC
Family OfficePosition in COST — Costco Wholesale Corp /New
CIK 2020280
Boca Raton, FL
Position in COST
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$1,664,201
-$120,405 QoQ
Shares Held
1,779
-0.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.45%
of 13F equity value
Holder Rank
#2,100
of 4,178 holders
Holding Since
Dec 2023
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, 2026FIDUCIARY FAMILY OFFICE, LLC holds $3,835,640 across 3 Discount Stores names. COST ranks #1 (43.4% of the industry book) .
All Filings in COST
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,664,201 | 1,779 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $1,784,606 | 1,791 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $1,542,726 | 1,789 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $1,645,770 | 1,778 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $1,794,761 | 1,813 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $1,814,006 | 1,918 | Shares | Sole | 2025-05-12 | |
| 2024-09-30 | $1,771,266 | 1,998 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $2,306,872 | 2,714 | Shares | Sole | 2024-08-01 | |
| 2024-03-31 | $2,175,178 | 2,969 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $1,920,832 | 2,910 | Shares | Sole | 2024-05-07 | |
| No filing history on record for this holder in this stock. | ||||||