Midwest Capital Advisors, LLC
Position in COST — Costco Wholesale Corp /New
CIK 2026480
Grand Rapids, MI
Position in COST
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$241,351
-$15,727 QoQ
Shares Held
258
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.97%
of 13F equity value
Holder Rank
#3,809
of 4,178 holders
Holding Since
Dec 2024
7 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 Capital Advisors, LLC holds $353,439 across 4 Discount Stores names. COST ranks #1 (68.3% of the industry book) .
All Filings in COST
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $241,351 | 258 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $257,078 | 258 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $194,888 | 226 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $209,192 | 226 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $222,736 | 225 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $216,583 | 229 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $209,825 | 229 | Shares | Sole | 2025-02-04 | |
| No filing history on record for this holder in this stock. | ||||||