Position in WMT
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$237,732
-$101,303 QoQ
Shares Held
2,099
-23.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.41%
of 13F equity value
Holder Rank
#4,053
of 4,382 holders
Holding Since
Mar 2021
15 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in WMT Over Time
Shares Held
Position Value (USD)
Position in Discount Stores
Consumer Defensive · as of Jun 30, 2026Koss-Olinger Consulting, LLC holds $982,992 across 2 Discount Stores names. WMT ranks #2 (24.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TGT |
Target Corp
|
5,706 | $745,260 | |
| 2 | WMT |
Walmart Inc.
This page
|
2,099 | $237,732 |
All Filings in WMT
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $237,732 | 2,099 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $339,035 | 2,728 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $425,363 | 3,818 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $567,036 | 5,502 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $550,892 | 5,634 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $521,823 | 5,944 | Shares | Sole | 2025-05-12 | |
| 2024-09-30 | $406,899 | 5,039 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $202,723 | 2,994 | Shares | Sole | 2024-08-06 | |
| 2023-12-31 | $338,159 | 2,145 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $341,770 | 2,137 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $346,267 | 2,203 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $324,832 | 2,203 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $207,155 | 1,461 | Shares | Sole | 2023-02-14 | |
| 2021-06-30 | $205,607 | 1,458 | Shares | Sole | 2021-08-11 | |
| 2021-03-31 | $249,927 | 1,840 | Shares | Sole | 2021-05-14 | |
| No filing history on record for this holder in this stock. | ||||||