MORGAN STANLEY

Position in COST — Costco Wholesale Corp /New

CIK 895421 NEW YORK, NY

Back to COST Full portfolio

Position in COST

as of Mar 31, 2026 · filed May 15, 2026 Compact

Position Value

$9,863,372,591

+$1,650,944,013 QoQ

Shares Held

9,898,711

+3.9% QoQ

Ownership

2.23%

of shares outstanding

% of Portfolio

0.79%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 45.187742121171134.ToString("F0")% Shared 0.ToString("F0")% None 54.81225787882887.ToString("F0")%

Common Shares in COST Over Time

Shares Held

Position Value (USD)

Position in Discount Stores

Consumer Defensive · as of Mar 31, 2026

MORGAN STANLEY holds $22,775,478,237 across 9 Discount Stores names. COST ranks #2 (43.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	WMT	Walmart Inc.	85,906,471	$10,676,456,205
2	COST	Costco Wholesale Corp /New This page	9,898,711	$9,863,372,591
3	TGT	Target Corp	7,045,739	$853,943,558
4	DG	Dollar General Corp	4,320,387	$512,959,539
5	BJ	BJ's Wholesale Club Holdings, Inc.	3,432,309	$337,807,844
6	DLTR	Dollar Tree, Inc.	2,784,196	$304,897,298
7	TBBB	Bbb Foods Inc	3,018,189	$106,753,342
8	PSMT	Pricesmart Inc	485,132	$73,012,364

All Filings in COST

Export CSV

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$9,863,372,591	9,898,711	+3.9%	Shares	Defined	2026-05-15
2025-12-31	$8,212,428,578	9,523,423	+1.1%	Shares	Defined	2026-05-27
2025-09-30	$8,715,406,245	9,415,648	-1.6%	Shares	Defined	2026-05-27
2025-06-30	$9,476,051,160	9,572,349	+0.6%	Shares	Defined	2025-08-15
2025-03-31	$8,998,977,519	9,514,874	-0.6%	Shares	Defined	2025-05-15
2024-12-31	$8,772,962,712	9,574,648	+1.3%	Shares	Defined	2025-05-15
2024-09-30	$8,376,262,047	9,448,475	+0.1%	Shares	Defined	2025-05-14
2024-06-30	$8,023,987,188	9,440,096	+1.4%	Shares	Defined	2025-05-14
2024-03-31	$6,818,231,342	9,306,514	+5.7%	Shares	Defined	2024-10-17
2023-12-31	$5,810,869,053	8,803,280	+0.8%	Shares	Defined	2024-08-16
2023-09-30	$4,934,915,984	8,734,983	-3.3%	Shares	Defined	2023-11-15
2023-06-30	$4,861,119,688	9,029,161	+5.3%	Shares	Defined	2023-08-14
2023-03-31	$4,259,036,469	8,571,732	-0.7%	Shares	Defined	2023-05-15
2022-12-31	$3,941,707,219	8,634,627	+18.0%	Shares	Defined	2023-02-14
2022-09-30	$3,456,758,060	7,319,453	+4.0%	Shares	Defined	2022-11-14
2022-06-30	$3,374,100,039	7,039,935	+36.8%	Shares	Defined	2022-10-27
2022-03-31	$2,963,436,960	5,146,196	-6.8%	Shares	Defined	2022-10-27
2021-12-31	$3,133,318,526	5,519,321	-9.1%	Shares	Defined	2022-02-14
2021-09-30	$2,728,209,198	6,071,457	-1.8%	Shares	Defined	2021-11-15
2021-06-30	$2,447,260,491	6,185,105	+1.5%	Shares	Defined	2021-08-23
2021-03-31	$2,147,805,502	6,093,411	-14.0%	Shares	Defined	2021-05-17
2020-12-31	$2,669,274,543	7,084,438	+40.3%	Shares	Defined	2021-02-16
2020-09-30	$1,792,596,285	5,049,567	+21.0%	Shares	Defined	2020-11-13
2020-06-30	$1,265,278,041	4,172,943	+24.0%	Shares	Defined	2020-08-14
2020-03-31	$959,884,722	3,366,481	—	Shares	Defined	2020-05-26
No filing history on record for this holder in this stock.