Benson Wealth Management INC
Position in COST — Costco Wholesale Corp /New
CIK 2109863
OOLTEWAH, TN, TN
Position in COST
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$72,031
-$4,694 QoQ
Shares Held
77
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#4,062
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, 2026Benson Wealth Management INC holds $2,769,157 across 3 Discount Stores names. COST ranks #2 (2.6% 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 | $72,031 | 77 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $76,725 | 77 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $147,459 | 171 | Shares | Sole | 2026-02-12 | |
| No filing history on record for this holder in this stock. | ||||||