Latest Institutional Transactions on Costco Wholesale Corp (COST)
This table provides information on the latest institutional transactions involving Costco Wholesale Corp (COST) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 18, 2025
Q2 2025
|
First United Bank & Trust
|
BUY
|
- |
26+ 1.04% |
$23.6K - $27.5K
|
2.52K
$2.4M
|
|
|
Jul 18, 2025
Q2 2025
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
BUY
|
- |
7.48K+ 73.68% |
$6.8M - $7.91M
|
17.6K
$16.8M
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
SELL
|
- |
-996- 0.32% |
$904K - $1.05M
|
312K
$297M
|
|
|
Jul 18, 2025
Q2 2025
|
Broadway Wealth Solutions, Inc.
San Antonio, TX |
BUY
|
- |
366+ 22.82% |
$332K - $387K
|
1.97K
$1.88M
|
|
|
Jul 18, 2025
Q2 2025
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-286- 3.01% |
$260K - $302K
|
9.22K
$8.79M
|
|
|
Jul 18, 2025
Q2 2025
|
Westhampton Capital, LLC
|
SELL
|
- |
-6- 0.18% |
$5.45K - $6.34K
|
3.31K
$3.15M
|
|
|
Jul 18, 2025
Q2 2025
|
United Bank
Vienna, VA |
SELL
|
- |
-3- 0.84% |
$2.72K - $3.17K
|
355
$339K
|
|
|
Jul 18, 2025
Q2 2025
|
Columbia Asset Management
Ann Arbor, MI |
SELL
|
- |
-69- 1.47% |
$62.7K - $72.9K
|
4.61K
$4.4M
|
|
|
Jul 18, 2025
Q2 2025
|
La Banque Postale Asset Management Sa
Paris, I0 |
BUY
|
- |
2.29K+ 14.32% |
$2.08M - $2.42M
|
18.3K
$17.5M
|
|
|
Jul 18, 2025
Q2 2025
|
Brueske Advisory Services, LLC
Bellevue, WA |
BUY
|
- |
4+ 0.08% |
$3.63K - $4.23K
|
5.12K
$4.88M
|
|
|
Jul 18, 2025
Q2 2025
|
Victrix Investment Advisors
Stuart, FL |
BUY
|
- |
31+ 4.53% |
$28.2K - $32.8K
|
716
$683K
|
|
|
Jul 18, 2025
Q2 2025
|
Liberty Capital Management, Inc.
|
BUY
|
- |
134+ 0.84% |
$122K - $142K
|
16.1K
$15.4M
|
|
|
Jul 18, 2025
Q2 2025
|
Bourgeon Capital Management LLC
|
BUY
|
- |
17+ 3.62% |
$15.4K - $18K
|
487
$465K
|
|
|
Jul 18, 2025
Q2 2025
|
Requisite Capital Management, LLC
|
BUY
|
- |
32+ 13.97% |
$29.1K - $33.8K
|
261
$249K
|
|
|
Jul 18, 2025
Q2 2025
|
Generali Investments Cee, Investicni Spolecnost, A.S.
Prague, 2N |
BUY
|
- |
400+ 9.49% |
$363K - $423K
|
4.62K
$4.4M
|
|
|
Jul 18, 2025
Q2 2025
|
Forza Wealth Management, LLC
Sarasota, FL |
SELL
|
- |
-84- 2.84% |
$76.3K - $88.8K
|
2.87K
$2.74M
|
|
|
Jul 18, 2025
Q2 2025
|
Panoramic Capital Partners, LLC
Lake Oswego, OR |
BUY
|
- |
19+ 1.07% |
$17.3K - $20.1K
|
1.8K
$1.72M
|
|
|
Jul 18, 2025
Q2 2025
|
Impact Capital Partners LLC
Greenwood Village, CO |
BUY
|
- |
51+ 2.96% |
$46.3K - $53.9K
|
1.77K
$1.69M
|
|
|
Jul 18, 2025
Q2 2025
|
Pacific Point Advisors, LLC
Rancho Santa Fe, CA |
BUY
|
- |
48+ 2.04% |
$43.6K - $50.7K
|
2.4K
$2.29M
|
|
|
Jul 18, 2025
Q2 2025
|
Community Bank & Trust, Waco, Texas
Waco, TX |
SELL
|
- |
-10- 1.44% |
$9.08K - $10.6K
|
686
$654K
|
|
|
Jul 18, 2025
Q2 2025
|
Childress Capital Advisors, LLC
Houston, TX |
BUY
|
- |
101+ 7.87% |
$91.7K - $107K
|
1.38K
$1.32M
|
|
|
Jul 18, 2025
Q2 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-1.99K- 1.35% |
$1.8M - $2.1M
|
145K
$138M
|
|
|
Jul 18, 2025
Q2 2025
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
1+ 0.29% |
$908 - $1.06K
|
342
$326K
|
|
|
Jul 18, 2025
Q2 2025
|
Trust CO Of Vermont
|
SELL
|
- |
-172- 0.34% |
$156K - $182K
|
51K
$48.6M
|
|
|
Jul 18, 2025
Q2 2025
|
Trilogy Capital Inc.
|
BUY
|
- |
73+ 6.91% |
$66.3K - $77.2K
|
1.13K
$1.08M
|
|
|
Jul 18, 2025
Q2 2025
|
Forbes J M & CO LLP
|
BUY
|
- |
10+ 0.42% |
$9.08K - $10.6K
|
2.41K
$2.3M
|
|
|
Jul 18, 2025
Q2 2025
|
Chelsea Counsel CO
|
SELL
|
- |
-140- 1.66% |
$127K - $148K
|
8.3K
$7.92M
|
|
|
Jul 18, 2025
Q2 2025
|
Qtr Family Wealth, LLC
Lake Mary, FL |
BUY
|
- |
246+ 46.68% |
$223K - $260K
|
773
$737K
|
|
|
Jul 18, 2025
Q2 2025
|
Vigilare Wealth Management
|
SELL
|
- |
-76- 2.87% |
$69K - $80.3K
|
2.57K
$2.45M
|
|
|
Jul 18, 2025
Q2 2025
|
First Pacific Financial
|
BUY
|
- |
189+ 4.04% |
$172K - $200K
|
4.87K
$4.64M
|
|
|
Jul 18, 2025
Q2 2025
|
Nabity Jensen Investment Management Inc
Omaha, NE |
SELL
|
- |
-194- 12.64% |
$176K - $205K
|
1.34K
$1.28M
|
|
|
Jul 18, 2025
Q2 2025
|
Centricity Wealth Management, LLC
Westerville, OH |
BUY
|
- |
21+ 4.29% |
$19.1K - $22.2K
|
510
$486K
|
|
|
Jul 18, 2025
Q2 2025
|
Dogwood Wealth Management LLC
Lenexa, KS |
SELL
|
- |
-165- 7.27% |
$150K - $174K
|
2.11K
$2.01M
|
|
|
Jul 18, 2025
Q2 2025
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-2.96K- 14.4% |
$2.69M - $3.13M
|
17.6K
$16.8M
|
|
|
Jul 18, 2025
Q2 2025
|
Heritage Financial Services, LLC
|
BUY
|
- |
5+ 0.34% |
$4.54K - $5.28K
|
1.46K
$1.39M
|
|
|
Jul 18, 2025
Q2 2025
|
Mountain Pacific Investment Advisers Inc
|
SELL
|
- |
-10- 0.1% |
$9.08K - $10.6K
|
10.1K
$9.61M
|
|
|
Jul 18, 2025
Q2 2025
|
Madrona Financial Services, LLC
|
BUY
|
- |
18+ 0.31% |
$16.3K - $19K
|
5.77K
$5.5M
|
|
|
Jul 18, 2025
Q2 2025
|
Northeast Financial Group, Inc.
Tannersville, PA |
SELL
|
- |
-11- 3.31% |
$9.99K - $11.6K
|
321
$306K
|
|
|
Jul 18, 2025
Q2 2025
|
Parkwoods Wealth Partners, LLC
Syracuse, NY |
BUY
|
- |
61+ 24.02% |
$55.4K - $64.5K
|
315
$300K
|
|
|
Jul 18, 2025
Q2 2025
|
Jvl Associates LLC
|
BUY
|
- |
206New |
$187K - $218K
|
206
$197K
|
|
|
Jul 18, 2025
Q2 2025
|
Precision Wealth Strategies, LLC
|
BUY
|
- |
655+ 20.48% |
$595K - $692K
|
3.85K
$3.68M
|
|
|
Jul 18, 2025
Q2 2025
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
SELL
|
- |
-142- 1.12% |
$129K - $150K
|
12.6K
$12M
|
|
|
Jul 18, 2025
Q2 2025
|
Tru North Capital Management, LLC
Kalamazoo, MI |
SELL
|
- |
-138- 43.67% |
$125K - $146K
|
178
$170K
|
|
|
Jul 18, 2025
Q2 2025
|
Community Financial Services Group, LLC
Newport, VT |
SELL
|
- |
-650- 5.27% |
$590K - $687K
|
11.7K
$11.2M
|
|
|
Jul 18, 2025
Q2 2025
|
Pure Financial Advisors, LLC
|
BUY
|
- |
838+ 10.44% |
$761K - $886K
|
8.86K
$8.45M
|
|
|
Jul 18, 2025
Q2 2025
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
70+ 2.8% |
$63.6K - $74K
|
2.57K
$2.45M
|
|
|
Jul 18, 2025
Q2 2025
|
Woodward Diversified Capital, LLC
|
BUY
|
- |
119+ 48.18% |
$108K - $126K
|
366
$349K
|
|
|
Jul 18, 2025
Q2 2025
|
Clarity Financial LLC
|
SELL
|
- |
-2.77K- 7.61% |
$2.51M - $2.92M
|
33.6K
$32M
|
|
|
Jul 18, 2025
Q2 2025
|
Robeco Institutional Asset Management B.V.
|
SELL
|
- |
-16.6K- 3.67% |
$15.1M - $17.6M
|
437K
$417M
|
|
|
Jul 18, 2025
Q2 2025
|
Hudson Value Partners, LLC
|
SELL
|
- |
-1.15K- 12.4% |
$1.04M - $1.21M
|
8.11K
$7.74M
|