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 24, 2025
Q2 2025
|
E Fund Management (Hong Kong) Co., Ltd.
|
SELL
|
- |
-8- 3.85% |
$7.27K - $8.45K
|
200
$188K
|
|
|
Jul 23, 2025
Q2 2025
|
Litman Gregory Wealth Management LLC
|
BUY
|
- |
2+ 0.92% |
$1.82K - $2.11K
|
220
$207K
|
|
|
Jul 23, 2025
Q2 2025
|
Richwood Investment Advisors, LLC
|
SELL
|
- |
-7- 0.39% |
$6.36K - $7.4K
|
1.8K
$1.7M
|
|
|
Jul 23, 2025
Q2 2025
|
Meitav Dash Investments LTD
|
BUY
|
- |
14.6K+ 64.01% |
$13.3M - $15.5M
|
37.5K
$35.3M
|
|
|
Jul 23, 2025
Q2 2025
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
SELL
|
- |
-256- 10.63% |
$232K - $271K
|
2.15K
$2.03M
|
|
|
Jul 23, 2025
Q2 2025
|
626 Financial, LLC
|
SELL
|
- |
-48- 11.19% |
$43.6K - $50.7K
|
381
$359K
|
|
|
Jul 23, 2025
Q2 2025
|
Cfm Wealth Partners LLC
|
BUY
|
- |
263+ 2.21% |
$239K - $278K
|
12.2K
$11.4M
|
|
|
Jul 23, 2025
Q2 2025
|
Tyche Wealth Partners LLC
Plano, TX |
BUY
|
- |
61+ 1.04% |
$55.4K - $64.5K
|
5.92K
$5.57M
|
|
|
Jul 23, 2025
Q2 2025
|
Klp Kapitalforvaltning As
Oslo, Q8 |
BUY
|
- |
6K+ 3.94% |
$5.45M - $6.34M
|
158K
$149M
|
|
|
Jul 23, 2025
Q2 2025
|
Sunbeam Capital Management, LLC
Atlanta, GA |
BUY
|
- |
254+ 23.76% |
$231K - $268K
|
1.32K
$1.25M
|
|
|
Jul 23, 2025
Q2 2025
|
Rmg Wealth Management LLC
Platteville, WI |
BUY
|
- |
274New |
$249K - $290K
|
274
$258K
|
|
|
Jul 23, 2025
Q2 2025
|
Stonegate Investment Group, LLC
Birmingham, AL |
SELL
|
- |
-692- 0.9% |
$628K - $731K
|
76.3K
$71.9M
|
|
|
Jul 23, 2025
Q2 2025
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
BUY
|
- |
531New |
$482K - $561K
|
531
$500K
|
|
|
Jul 23, 2025
Q2 2025
|
Evexia Wealth LLC
Stevens Point, WI |
SELL
|
- |
-1.78K- 15.25% |
$1.61M - $1.88M
|
9.88K
$9.3M
|
|
|
Jul 23, 2025
Q2 2025
|
Hmv Wealth Advisors, LLC
Shreveport, LA |
BUY
|
- |
213New |
$193K - $225K
|
213
$201K
|
|
|
Jul 23, 2025
Q2 2025
|
Bingham Private Wealth, LLC
San Francisco, CA |
SELL
|
- |
-18- 3.06% |
$16.3K - $19K
|
570
$537K
|
|
|
Jul 23, 2025
Q2 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-3.45K- 37.75% |
$3.13M - $3.65M
|
5.69K
$5.36M
|
|
|
Jul 23, 2025
Q2 2025
|
Godsey & Gibb Associates
|
SELL
|
- |
-5.18K- 16.39% |
$4.7M - $5.47M
|
26.4K
$24.9M
|
|
|
Jul 23, 2025
Q2 2025
|
Tria Gen Wealth Management LLC
|
BUY
|
- |
292+ 6.68% |
$265K - $309K
|
4.66K
$4.39M
|
|
|
Jul 23, 2025
Q2 2025
|
Shell Asset Management CO
The Hague, P7 |
BUY
|
- |
7.08K+ 22.28% |
$6.43M - $7.48M
|
38.8K
$36.6M
|
|
|
Jul 23, 2025
Q2 2025
|
Foundation Wealth Management, LLC
Clayton, MO |
SELL
|
- |
-36- 4.9% |
$32.7K - $38K
|
698
$657K
|
|
|
Jul 23, 2025
Q2 2025
|
Prasad Wealth Partners, LLC
Independence, OH |
BUY
|
- |
259+ 36.43% |
$235K - $274K
|
970
$913K
|
|
|
Jul 23, 2025
Q2 2025
|
Slow Capital, Inc.
|
SELL
|
- |
-115- 0.66% |
$104K - $122K
|
17.3K
$16.3M
|
|
|
Jul 23, 2025
Q2 2025
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
292+ 1.72% |
$265K - $309K
|
17.3K
$16.3M
|
|
|
Jul 23, 2025
Q2 2025
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
SELL
|
- |
-15- 0.82% |
$13.6K - $15.9K
|
1.82K
$1.72M
|
|
|
Jul 23, 2025
Q2 2025
|
Sachetta, LLC
Lynnfield, MA |
SELL
|
- |
-25- 2.04% |
$22.7K - $26.4K
|
1.2K
$1.13M
|
|
|
Jul 23, 2025
Q2 2025
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
33+ 0.44% |
$30K - $34.9K
|
7.61K
$7.17M
|
|
|
Jul 23, 2025
Q2 2025
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
323+ 7.46% |
$293K - $341K
|
4.66K
$4.38M
|
|
|
Jul 23, 2025
Q2 2025
|
Harvey Investment CO LLC
|
SELL
|
- |
-290- 0.89% |
$263K - $306K
|
32.3K
$30.4M
|
|
|
Jul 23, 2025
Q2 2025
|
Hemenway Trust CO LLC
|
BUY
|
- |
35+ 2.2% |
$31.8K - $37K
|
1.63K
$1.53M
|
|
|
Jul 23, 2025
Q2 2025
|
Center For Asset Management LLC
|
SELL
|
- |
-51- 12.88% |
$46.3K - $53.9K
|
345
$325K
|
|
|
Jul 23, 2025
Q2 2025
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-500- 0.89% |
$454K - $528K
|
55.8K
$52.5M
|
|
|
Jul 23, 2025
Q2 2025
|
Absher Wealth Management, LLC
|
SELL
|
- |
-261- 1.05% |
$237K - $276K
|
24.7K
$23.2M
|
|
|
Jul 23, 2025
Q2 2025
|
Integris Wealth Management, LLC
Monterey, CA |
SELL
|
- |
-26- 4.44% |
$23.6K - $27.5K
|
560
$527K
|
|
|
Jul 23, 2025
Q2 2025
|
Friedenthal Financial
|
BUY
|
- |
108+ 33.03% |
$98.1K - $114K
|
435
$410K
|
|
|
Jul 23, 2025
Q2 2025
|
Tpg Financial Advisors, LLC
|
SELL
|
- |
-10- 3.52% |
$9.08K - $10.6K
|
274
$258K
|
|
|
Jul 23, 2025
Q2 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
88+ 6.23% |
$79.9K - $93K
|
1.5K
$1.41M
|
|
|
Jul 23, 2025
Q2 2025
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
54+ 1.48% |
$49K - $57.1K
|
3.7K
$3.49M
|
|
|
Jul 23, 2025
Q2 2025
|
Dmg Group, LLC
Birmingham, AL |
SELL
|
- |
-34- 1.93% |
$30.9K - $35.9K
|
1.72K
$1.62M
|
|
|
Jul 23, 2025
Q2 2025
|
Watershed Private Wealth LLC
Oak Brook, IL |
SELL
|
- |
-16- 6.06% |
$14.5K - $16.9K
|
248
$234K
|
|
|
Jul 23, 2025
Q2 2025
|
Bank Plus Trust Department
Jackson, MS |
BUY
|
- |
160+ 10.88% |
$145K - $169K
|
1.63K
$1.53M
|
|
|
Jul 23, 2025
Q2 2025
|
Bellevue Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-23- 0.34% |
$20.9K - $24.3K
|
6.72K
$6.33M
|
|
|
Jul 23, 2025
Q2 2025
|
Canopy Partners, LLC
Terrace Park, OH |
BUY
|
- |
197+ 8.96% |
$179K - $208K
|
2.4K
$2.26M
|
|
|
Jul 23, 2025
Q2 2025
|
Sgl Investment Advisors, Inc.
Missoula, MT |
BUY
|
- |
111+ 30.0% |
$101K - $117K
|
481
$453K
|
|
|
Jul 23, 2025
Q2 2025
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
53+ 0.26% |
$48.1K - $56K
|
20.6K
$19.4M
|
|
|
Jul 23, 2025
Q2 2025
|
Family Legacy, Inc.
|
SELL
|
- |
-194- 3.32% |
$176K - $205K
|
5.65K
$5.32M
|
|
|
Jul 23, 2025
Q2 2025
|
Wood Trust Financial Corp
|
SELL
|
- |
-46- 0.4% |
$41.8K - $48.6K
|
11.4K
$10.7M
|
|
|
Jul 23, 2025
Q2 2025
|
Traphagen Investment Advisors LLC
Oradell, NJ |
SELL
|
- |
-94- 4.88% |
$85.4K - $99.3K
|
1.83K
$1.72M
|
|
|
Jul 23, 2025
Q2 2025
|
Winthrop Advisory Group LLC
|
BUY
|
- |
278+ 29.42% |
$252K - $294K
|
1.22K
$1.15M
|
|
|
Jul 23, 2025
Q2 2025
|
Citizens National Bank Trust Department
|
SELL
|
- |
-195- 10.59% |
$177K - $206K
|
1.65K
$1.55M
|