Position in COST
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$159,965
-$6,438 QoQ
Shares Held
171
+2.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#3,985
of 4,178 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in COST Over Time
Shares Held
Position Value (USD)
Position in Discount Stores
Consumer Defensive · as of Jun 30, 2026Wilkerson Advisory Group LLC holds $3,708,361 across 5 Discount Stores names. COST ranks #2 (4.3% of the industry book) .
All Filings in COST
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $159,965 | 171 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $166,403 | 167 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $90,545 | 105 | Shares | Sole | 2026-02-13 | |
| No filing history on record for this holder in this stock. | ||||||