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 |
|---|---|---|---|---|---|---|---|
|
Oct 02, 2025
Q3 2025
|
Hiley Hunt Wealth Management
Omaha, NE |
SELL
|
- |
-4- 0.59% |
$3.66K - $3.98K
|
671
$615K
|
|
|
Oct 02, 2025
Q3 2025
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
1+ 0.32% |
$916 - $995
|
312
$286K
|
|
|
Oct 02, 2025
Q3 2025
|
Armstrong Henry H Associates Inc
|
SELL
|
- |
-5- 0.46% |
$4.58K - $4.97K
|
1.07K
$982K
|
|
|
Oct 02, 2025
Q3 2025
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
434+ 9.26% |
$398K - $432K
|
5.12K
$4.69M
|
|
|
Oct 02, 2025
Q3 2025
|
Bank Of New Hampshire
|
BUY
|
- |
18+ 0.31% |
$16.5K - $17.9K
|
5.78K
$5.3M
|
|
|
Oct 02, 2025
Q3 2025
|
Trust CO Of The South
Greensboro, NC |
BUY
|
- |
900+ 140.41% |
$824K - $895K
|
1.54K
$1.41M
|
|
|
Oct 02, 2025
Q3 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
48+ 0.49% |
$44K - $47.7K
|
9.77K
$8.95M
|
|
|
Oct 02, 2025
Q3 2025
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
20+ 1.16% |
$18.3K - $19.9K
|
1.74K
$1.6M
|
|
|
Oct 01, 2025
Q3 2025
|
Everence Capital Management Inc
|
SELL
|
- |
-3.37K- 31.82% |
$3.08M - $3.35M
|
7.22K
$6.62M
|
|
|
Oct 01, 2025
Q3 2025
|
Neville Rodie & Shaw Inc
|
SELL
|
- |
-4.03K- 11.41% |
$3.69M - $4.01M
|
31.3K
$28.7M
|
|
|
Oct 01, 2025
Q3 2025
|
Farmers Trust CO
|
BUY
|
- |
12+ 4.78% |
$11K - $11.9K
|
263
$241K
|
|
|
Oct 01, 2025
Q3 2025
|
Vigilare Wealth Management
|
SELL
|
- |
-79- 3.08% |
$72.4K - $78.6K
|
2.49K
$2.28M
|
|
|
Oct 01, 2025
Q3 2025
|
Rowland & CO Investment Counsel
Atlanta, GA |
BUY
|
- |
787+ 15.59% |
$721K - $783K
|
5.84K
$5.35M
|
|
|
Oct 01, 2025
Q3 2025
|
Roxbury Financial LLC
Mount Arlington, NJ |
SELL
|
- |
-9- 0.76% |
$8.24K - $8.95K
|
1.17K
$1.07M
|
|
|
Oct 01, 2025
Q3 2025
|
Park National Corp
|
BUY
|
- |
943+ 2.82% |
$864K - $938K
|
34.4K
$31.5M
|
|
|
Oct 01, 2025
Q3 2025
|
Jacobs & CO
|
SELL
|
- |
-174- 0.69% |
$159K - $173K
|
24.9K
$22.9M
|
|
| Q2 2025 | |||||||
|
Sep 30, 2025
Q2 2025
|
Rydar Equities, Inc.
Weatherford, TX |
BUY
|
- |
2.45KNew |
$2.23M - $2.59M
|
2.45K
$2.25M
|
|
|
Sep 29, 2025
Q2 2025
|
Summit Financial Wealth Advisors, LLC
|
BUY
|
- |
166+ 42.13% |
$151K - $175K
|
560
$513K
|
|
|
Sep 26, 2025
Q2 2025
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-1.04K- 0.12% |
$944K - $1.1M
|
847K
$777M
|
|
|
Sep 24, 2025
Q2 2025
|
Texas Permanent School Fund
Austin, TX |
SELL
|
- |
-13.2K- 25.88% |
$12M - $13.9M
|
37.8K
$34.6M
|
|
|
Sep 23, 2025
Q2 2025
|
Dakota Community Bank & Trust Na
Hebron, ND |
BUY
|
- |
10+ 4.67% |
$9.08K - $10.6K
|
224
$205K
|
|
|
Sep 23, 2025
Q2 2025
|
Rs Crum Inc.
|
SELL
|
- |
-12- 2.45% |
$10.9K - $12.7K
|
478
$438K
|
|
|
Sep 22, 2025
Q2 2025
|
Gate Pass Capital, LLC
Independence, OH |
SELL
|
- |
-2- 0.54% |
$1.82K - $2.11K
|
369
$338K
|
|
|
Sep 19, 2025
Q2 2025
|
Canal Capital Management, LLC
|
BUY
|
- |
231+ 35.59% |
$210K - $244K
|
880
$807K
|
|
|
Sep 19, 2025
Q2 2025
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
BUY
|
- |
186+ 7.39% |
$169K - $197K
|
2.7K
$2.48M
|
|
|
Sep 12, 2025
Q2 2025
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-311K- 96.28% |
$283M - $329M
|
12K
$11M
|
|
|
Sep 11, 2025
Q2 2025
|
Silicon Valley Capital Partners
|
SELL
|
- |
-198- 1.11% |
$180K - $209K
|
17.6K
$16.2M
|
|
|
Sep 10, 2025
Q2 2025
|
Wt Wealth Management
|
SELL
|
- |
-152- 5.29% |
$138K - $161K
|
2.72K
$2.49M
|
|
|
Sep 09, 2025
Q2 2025
|
Nwf Advisory Services Inc.
Los Angeles, CA |
BUY
|
- |
296+ 1.37% |
$269K - $313K
|
21.9K
$20.1M
|
|
|
Sep 09, 2025
Q2 2025
|
Cambridge Financial Group, LLC
Tucson, AZ |
SELL
|
- |
-4- 0.76% |
$3.63K - $4.23K
|
521
$478K
|
|
|
Sep 04, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
38.5K+ 21.53% |
$35M - $40.7M
|
217K
$199M
|
|
|
Sep 04, 2025
Q2 2025
|
V. M. Manning & Co., Inc.
Greenville, SC |
BUY
|
- |
387New |
$351K - $409K
|
387
$355K
|
|
|
Sep 04, 2025
Q2 2025
|
Seven Bridge Financial Group, LLC
|
BUY
|
- |
617+ 22.15% |
$560K - $652K
|
3.4K
$3.12M
|
|
|
Sep 04, 2025
Q2 2025
|
Reynders Mc Veigh Capital Management, LLC
|
SELL
|
- |
-33- 0.3% |
$30K - $34.9K
|
11K
$10.1M
|
|
|
Sep 03, 2025
Q2 2025
|
American Trust
Lexington, KY |
BUY
|
- |
403+ 6.34% |
$366K - $426K
|
6.76K
$6.19M
|
|
|
Aug 29, 2025
Q2 2025
|
Centaurus Financial, Inc.
|
BUY
|
- |
217+ 4.22% |
$197K - $229K
|
5.36K
$4.92M
|
|
|
Aug 29, 2025
Q2 2025
|
Total Investment Management Inc
Scottsdale, AZ |
SELL
|
- |
-3- 1.23% |
$2.72K - $3.17K
|
240
$220K
|
|
|
Aug 29, 2025
Q2 2025
|
Evolution Wealth Management Inc.
Fort Myers, FL |
BUY
|
- |
50New |
$45.4K - $52.8K
|
50
$45.8K
|
|
|
Aug 28, 2025
Q2 2025
|
China Universal Asset Management Co., Ltd.
Shanghai, F4 |
SELL
|
- |
-2.08K- 12.48% |
$1.89M - $2.2M
|
14.6K
$13.4M
|
|
|
Aug 28, 2025
Q2 2025
|
Midwestern Financial, LLC /Ia
Iowa City, IA |
BUY
|
- |
223New |
$203K - $236K
|
223
$204K
|
|
|
Aug 28, 2025
Q2 2025
|
Lavaca Capital LLC
Houston, TX |
SELL
|
- |
-315- 78.75% |
$286K - $333K
|
85
$77.9K
|
|
|
Aug 27, 2025
Q2 2025
|
Squarepoint Ops LLC
New York, NY |
BUY
|
- |
293K+ 102.18% |
$266M - $309M
|
579K
$531M
|
|
|
Aug 27, 2025
Q2 2025
|
Squarepoint Ops LLC
New York, NY |
SELL
|
PUT |
-78.2K- 44.48% |
$71M - $82.6M
|
97.6K
$89.5M
|
|
|
Aug 27, 2025
Q2 2025
|
Brinker Capital Investments, LLC
|
BUY
|
- |
6+ 0.02% |
$5.45K - $6.34K
|
31.9K
$29.2M
|
|
|
Aug 27, 2025
Q2 2025
|
Barnes Wealth Management Group, Inc
Bakersfield, CA |
BUY
|
- |
7+ 1.96% |
$6.36K - $7.4K
|
364
$334K
|
|
|
Aug 26, 2025
Q2 2025
|
Masterinvest Kapitalanlage Gmb H
Vienna, |
BUY
|
- |
4.11KNew |
$3.73M - $4.35M
|
4.11K
$3.77M
|
|
|
Aug 26, 2025
Q2 2025
|
Claris Financial LLC
Glen Allen, VA |
SELL
|
- |
-218- 17.67% |
$198K - $230K
|
1.02K
$931K
|
|
|
Aug 26, 2025
Q2 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
11+ 0.02% |
$9.99K - $11.6K
|
52.3K
$48M
|
|
|
Aug 25, 2025
Q2 2025
|
Hilltop Partners LLC
Mishawaka, IN |
BUY
|
- |
288+ 24.0% |
$262K - $304K
|
1.49K
$1.36M
|
|
|
Aug 25, 2025
Q2 2025
|
Fulcrum Equity Management
|
BUY
|
- |
20+ 4.66% |
$18.2K - $21.1K
|
449
$412K
|
|