MONARCH CAPITAL MANAGEMENT INC
Position in COST — Costco Wholesale Corp /New
CIK 938759
FORT WAYNE, IN
Position in COST
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$797,955
-$51,999 QoQ
Shares Held
853
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.20%
of 13F equity value
Holder Rank
#2,763
of 4,178 holders
Holding Since
Mar 2020
26 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, 2026MONARCH CAPITAL MANAGEMENT INC holds $18,418,728 across 4 Discount Stores names. COST ranks #4 (4.3% of the industry book) .
All Filings in COST
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $797,955 | 853 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $849,954 | 853 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $735,576 | 853 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $789,562 | 853 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $845,408 | 854 | Shares | Sole | 2025-08-20 | |
| 2025-03-31 | $806,750 | 853 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $782,494 | 854 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $764,180 | 862 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $736,941 | 867 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $635,190 | 867 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $566,348 | 858 | Shares | Sole | 2024-01-17 | |
| 2023-09-30 | $490,385 | 868 | Shares | Sole | 2023-11-02 | |
| 2023-06-30 | $467,313 | 868 | Shares | Sole | 2023-08-01 | |
| 2023-03-31 | $431,283 | 868 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $396,242 | 868 | Shares | Sole | 2023-01-26 | |
| 2022-09-30 | $688,569 | 1,458 | Shares | Sole | 2022-10-20 | |
| 2022-06-30 | $698,790 | 1,458 | Shares | Sole | 2022-07-20 | |
| 2022-03-31 | $839,589 | 1,458 | Shares | Sole | 2022-04-20 | |
| 2021-12-31 | $830,545 | 1,463 | Shares | Sole | 2022-01-19 | |
| 2021-09-30 | $661,892 | 1,473 | Shares | Sole | 2021-11-04 | |
| 2021-06-30 | $582,821 | 1,473 | Shares | Sole | 2021-07-22 | |
| 2021-03-31 | $519,203 | 1,473 | Shares | Sole | 2021-04-27 | |
| 2020-12-31 | $554,996 | 1,473 | Shares | Sole | 2021-01-26 | |
| 2020-09-30 | $522,915 | 1,473 | Shares | Sole | 2020-10-22 | |
| 2020-06-30 | $446,628 | 1,473 | Shares | Sole | 2020-07-23 | |
| 2020-03-31 | $531,197 | 1,863 | Shares | Sole | 2020-04-30 | |
| No filing history on record for this holder in this stock. | ||||||