MPWM ADVISORY SOLUTIONS, LLC
Position in COST — Costco Wholesale Corp /New
CIK 2056693
ALPHARETTA, GA
Position in COST
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$54,257
-$3,535 QoQ
Shares Held
58
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#4,079
of 4,178 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 66%
Shared 0%
None 34%
Common Shares in COST Over Time
Shares Held
Position Value (USD)
Position in Discount Stores
Consumer Defensive · as of Jun 30, 2026MPWM ADVISORY SOLUTIONS, LLC holds $197,602 across 4 Discount Stores names. COST ranks #2 (27.5% 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 | $54,257 | 58 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $57,792 | 58 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $121,589 | 141 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $53,686 | 58 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $112,853 | 114 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $121,059 | 128 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $117,282 | 128 | Shares | Sole | 2025-02-18 | |
| No filing history on record for this holder in this stock. | ||||||