BINGHAM PRIVATE WEALTH, LLC
Position in COST — Costco Wholesale Corp /New
CIK 2063211
SAN FRANCISCO, CA
Position in COST
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$1,189,917
-$40,674 QoQ
Shares Held
1,272
+3.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.91%
of 13F equity value
Holder Rank
#2,390
of 4,178 holders
Holding Since
Dec 2024
6 quarters on record
Voting authority
Sole 0%
Shared 3%
None 97%
Common Shares in COST Over Time
Shares Held
Position Value (USD)
Position in Discount Stores
Consumer Defensive · as of Jun 30, 2026BINGHAM PRIVATE WEALTH, LLC holds $2,968,215 across 4 Discount Stores names. COST ranks #2 (40.1% of the industry book) .
All Filings in COST
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,189,917 | 1,272 | Shares | Defined | 2026-08-11 | |
| 2026-03-31 | $1,230,591 | 1,235 | Shares | Defined | 2026-05-07 | |
| 2025-12-31 | $571,731 | 663 | Shares | Defined | 2026-01-23 | |
| 2025-06-30 | $564,265 | 570 | Shares | Defined | 2025-07-23 | |
| 2025-03-31 | $556,118 | 588 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $539,683 | 589 | Shares | Defined | 2025-05-05 | |
| No filing history on record for this holder in this stock. | ||||||