Medallion Wealth Advisors, LLC
Position in COST — Costco Wholesale Corp /New
CIK 2131139
FARMINGTON, CT
Position in COST
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$507,024
-$222,359 QoQ
Shares Held
542
-26.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.42%
of 13F equity value
Holder Rank
#3,166
of 4,178 holders
Holding Since
Dec 2024
7 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, 2026Medallion Wealth Advisors, LLC holds $1,417,214 across 6 Discount Stores names. COST ranks #2 (35.8% 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 | $507,024 | 542 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $729,383 | 732 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $681,244 | 790 | Shares | Sole | 2026-04-24 | |
| 2025-09-30 | $684,037 | 739 | Shares | Sole | 2026-04-24 | |
| 2025-06-30 | $807,786 | 816 | Shares | Sole | 2026-04-24 | |
| 2025-03-31 | $809,583 | 856 | Shares | Sole | 2026-04-24 | |
| 2024-12-31 | $722,933 | 789 | Shares | Sole | 2026-04-24 | |
| No filing history on record for this holder in this stock. | ||||||