LANDAAS & CO /WI /ADV

Position in COST — Costco Wholesale Corp /New

CIK 913990 MILWAUKEE, WI

Position in COST

as of Jun 30, 2026 · filed Jul 21, 2026 Compact

Position Value

$434,993

-$28,346 QoQ

Shares Held

465

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.71%

of 13F equity value

Holder Rank

#3,313

of 4,178 holders

Holding Since

Sep 2021

20 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Defensive · as of Jun 30, 2026

LANDAAS & CO /WI /ADV holds $1,016,432 across 3 Discount Stores names. COST ranks #1 (42.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	COST	Costco Wholesale Corp /New This page	465	$434,993
2	WMT	Walmart Inc.	3,101	$351,219
3	DG	Dollar General Corp	2,000	$230,220

20 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$434,993	465	0.0%	Shares	Sole	2026-07-21
2026-03-31	$463,339	465	0.0%	Shares	Sole	2026-04-30
2025-12-31	$400,988	465	-14.2%	Shares	Sole	2026-01-21
2025-09-30	$501,691	542	0.0%	Shares	Sole	2025-11-04
2025-06-30	$536,547	542	0.0%	Shares	Sole	2025-08-11
2025-03-31	$512,612	542	0.0%	Shares	Sole	2025-05-02
2024-12-31	$496,618	542	0.0%	Shares	Sole	2025-02-27
2024-09-30	$480,493	542	-0.6%	Shares	Sole	2024-11-12
2024-06-30	$463,244	545	+7.9%	Shares	Sole	2024-08-13
2024-03-31	$369,978	505	+8.6%	Shares	Sole	2024-05-09
2023-12-31	$306,937	465	0.0%	Shares	Sole	2024-02-12
2023-09-30	$262,706	465	0.0%	Shares	Sole	2023-11-13
2023-06-30	$250,346	465	0.0%	Shares	Sole	2023-08-03
2023-03-31	$231,044	465	0.0%	Shares	Sole	2023-05-10
2022-12-31	$212,272	465	-1.5%	Shares	Sole	2023-02-15
2022-09-30	$222,911	472	+1.5%	Shares	Sole	2022-11-14
2022-06-30	$222,865	465	0.0%	Shares	Sole	2022-08-09
2022-03-31	$267,770	465	0.0%	Shares	Sole	2022-05-09
2021-12-31	$263,980	465	0.0%	Shares	Sole	2022-03-03
2021-09-30	$208,947	465	—	Shares	Sole	2021-11-12
No filing history on record for this holder in this stock.