MOODY LYNN LIEBERSON & WALKER, LLC

Position in COST — Costco Wholesale Corp /New

CIK 938592 BOSTON, MA

Position in COST

as of Jun 30, 2026 · filed Jul 20, 2026 Compact

Position Value

$1,142,208

-$219,911 QoQ

Shares Held

1,221

-10.7% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.06%

of 13F equity value

Holder Rank

#2,434

of 4,178 holders

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Consumer Defensive · as of Jun 30, 2026

MOODY LYNN LIEBERSON & WALKER, LLC holds $3,303,747 across 3 Discount Stores names. COST ranks #2 (34.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	WMT	Walmart Inc.	14,311	$1,620,863
2	COST	Costco Wholesale Corp /New This page	1,221	$1,142,208
3	BJ	BJ's Wholesale Club Holdings, Inc.	6,199	$540,676

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,142,208	1,221	-10.7%	Shares	Sole	2026-07-20
2026-03-31	$1,362,119	1,367	+1.3%	Shares	Sole	2026-04-13
2025-12-31	$1,164,159	1,350	-7.2%	Shares	Sole	2026-01-15
2025-09-30	$1,345,866	1,454	-62.3%	Shares	Sole	2025-10-20
2025-06-30	$3,817,208	3,856	+0.4%	Shares	Sole	2025-07-17
2025-03-31	$3,631,795	3,840	+1.8%	Shares	Sole	2025-04-28
2024-12-31	$3,457,086	3,773	+0.5%	Shares	Sole	2025-01-21
2024-09-30	$3,327,109	3,753	+348.4%	Shares	Sole	2024-10-23
2024-06-30	$711,441	837	0.0%	Shares	Sole	2024-07-25
2024-03-31	$613,211	837	-1.2%	Shares	Sole	2024-04-23
2023-12-31	$559,087	847	-0.4%	Shares	Sole	2024-01-24
2023-09-30	$480,216	850	0.0%	Shares	Sole	2023-10-24
2023-06-30	$457,623	850	+1.1%	Shares	Sole	2023-07-27
2023-03-31	$417,867	841	-3.4%	Shares	Sole	2023-05-02
2022-12-31	$397,611	871	-91.0%	Shares	Sole	2023-02-01
2022-09-30	$4,589,519	9,718	+143.7%	Shares	Sole	2022-10-26
2022-06-30	$1,910,889	3,987	-45.0%	Shares	Sole	2022-07-28
2022-03-31	$4,175,488	7,251	+977.4%	Shares	Sole	2022-04-27
2021-12-31	$382,062	673	+1.5%	Shares	Sole	2022-01-26
2021-09-30	$297,919	663	+27.0%	Shares	Sole	2021-10-26
2021-06-30	$206,539	522	-67.3%	Shares	Sole	2021-07-28
2020-12-31	$602,094	1,598	-2.0%	Shares	Sole	2021-01-26
2020-09-30	$579,005	1,631	+6.9%	Shares	Sole	2020-10-28
2020-06-30	$462,698	1,526	-82.3%	Shares	Sole	2020-07-24
2020-03-31	$2,458,105	8,621	—	Shares	Sole	2020-04-30
No filing history on record for this holder in this stock.