BCS Private Wealth Management, Inc.
Position in COST — Costco Wholesale Corp /New
CIK 2044001
RUMSON, NJ
Position in COST
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$554,733
-$758,561 QoQ
Shares Held
593
-55.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.28%
of 13F equity value
Holder Rank
#3,096
of 4,178 holders
Holding Since
Jun 2025
5 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, 2026BCS Private Wealth Management, Inc. holds $938,937 across 2 Discount Stores names. COST ranks #1 (59.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | COST |
Costco Wholesale Corp /New
This page
|
593 | $554,733 | |
| 2 | BJ |
BJ's Wholesale Club Holdings, Inc.
|
4,405 | $384,204 |
All Filings in COST
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $554,733 | 593 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $1,313,294 | 1,318 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $511,367 | 593 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $548,898 | 593 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $587,034 | 593 | Shares | Sole | 2025-08-14 | |
| No filing history on record for this holder in this stock. | ||||||