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 07, 2025
Q2 2025
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
2.61K+ 15.49% |
$2.37M - $2.76M
|
19.4K
$18.6M
|
|
Jul 07, 2025
Q2 2025
|
Teamwork Financial Advisors, LLC
|
BUY
|
CALL |
400+ 66.67% |
$363K - $423K
|
1K
$954K
|
|
Jul 07, 2025
Q2 2025
|
Park Edge Advisors, LLC
Cleveland, OH |
BUY
|
- |
245+ 11.3% |
$222K - $259K
|
2.41K
$2.3M
|
|
Jul 07, 2025
Q2 2025
|
Fox Hill Wealth Management
Dedham, MA |
SELL
|
- |
-160- 4.46% |
$145K - $169K
|
3.43K
$3.27M
|
|
Jul 07, 2025
Q2 2025
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
SELL
|
- |
-39- 5.74% |
$35.4K - $41.2K
|
640
$611K
|
|
Jul 07, 2025
Q2 2025
|
Wesbanco Bank Inc
|
BUY
|
- |
2.01K+ 17.53% |
$1.83M - $2.13M
|
13.5K
$12.9M
|
|
Jul 07, 2025
Q2 2025
|
Hms Capital Management, LLC
|
SELL
|
- |
-50- 18.12% |
$45.4K - $52.8K
|
226
$216K
|
|
Jul 07, 2025
Q2 2025
|
Verde Capital Management
|
BUY
|
- |
7+ 2.35% |
$6.36K - $7.4K
|
305
$291K
|
|
Jul 07, 2025
Q2 2025
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
281+ 6.38% |
$255K - $297K
|
4.69K
$4.47M
|
|
Jul 07, 2025
Q2 2025
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
BUY
|
- |
97+ 14.46% |
$88.1K - $103K
|
768
$733K
|
|
Jul 07, 2025
Q2 2025
|
Trust CO Of Oklahoma
|
SELL
|
- |
-256- 2.94% |
$232K - $271K
|
8.45K
$8.06M
|
|
Jul 07, 2025
Q2 2025
|
Schulz Wealth, Ltd.
Mansfield, TX |
BUY
|
- |
3+ 0.91% |
$2.72K - $3.17K
|
331
$316K
|
|
Jul 07, 2025
Q2 2025
|
Moulton Wealth Management, Inc
|
BUY
|
- |
1+ 0.23% |
$908 - $1.06K
|
428
$408K
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
183+ 0.39% |
$166K - $193K
|
46.6K
$44.4M
|
|
Jul 07, 2025
Q2 2025
|
Gk Wealth Management LLC
Reno, NV |
BUY
|
- |
29+ 12.83% |
$26.3K - $30.6K
|
255
$243K
|
|
Jul 03, 2025
Q2 2025
|
Trust CO Of The South
Greensboro, NC |
BUY
|
- |
40+ 6.66% |
$36.3K - $42.3K
|
641
$611K
|
|
Jul 03, 2025
Q2 2025
|
Sage Capital Advisors,Llc
|
BUY
|
- |
57+ 0.59% |
$51.8K - $60.2K
|
9.8K
$9.34M
|
|
Jul 03, 2025
Q2 2025
|
Mc Lean Asset Management Corp
|
BUY
|
- |
35+ 3.74% |
$31.8K - $37K
|
971
$926K
|
|
Jul 03, 2025
Q2 2025
|
Collective Family Office LLC
|
SELL
|
- |
-16- 2.13% |
$14.5K - $16.9K
|
736
$702K
|
|
Jul 03, 2025
Q2 2025
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
37+ 0.91% |
$33.6K - $39.1K
|
4.12K
$3.93M
|
|
Jul 03, 2025
Q2 2025
|
Cpa Asset Management LLC
West Palm Beach, FL |
SELL
|
- |
-135- 10.81% |
$123K - $143K
|
1.11K
$1.06M
|
|
Jul 03, 2025
Q2 2025
|
Rda Financial Network
|
SELL
|
- |
-70- 1.64% |
$63.6K - $74K
|
4.19K
$4M
|
|
Jul 03, 2025
Q2 2025
|
Rb Capital Management, LLC
|
BUY
|
- |
24+ 0.14% |
$21.8K - $25.4K
|
17K
$16.2M
|
|
Jul 02, 2025
Q2 2025
|
Lvm Capital Management LTD
|
BUY
|
- |
60+ 10.17% |
$54.5K - $63.4K
|
650
$620K
|
|
Jul 02, 2025
Q2 2025
|
Jacobs & CO
|
SELL
|
- |
-764- 2.95% |
$694K - $807K
|
25.1K
$24M
|
|
Jul 02, 2025
Q2 2025
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-1- 0.3% |
$908 - $1.06K
|
332
$317K
|
|
Jul 02, 2025
Q2 2025
|
Helen Stephens Group, LLC
|
SELL
|
- |
-13- 0.96% |
$11.8K - $13.7K
|
1.34K
$1.28M
|
|
Jul 02, 2025
Q2 2025
|
Hbw Advisory Services LLC
|
BUY
|
- |
150+ 10.52% |
$136K - $159K
|
1.58K
$1.5M
|
|
Jul 02, 2025
Q2 2025
|
Howard Financial Services, Ltd.
|
BUY
|
- |
41+ 4.55% |
$37.2K - $43.3K
|
943
$900K
|
|
Jul 02, 2025
Q2 2025
|
Capital Market Strategies LLC
|
SELL
|
- |
-243- 7.53% |
$221K - $257K
|
2.99K
$2.85M
|
|
Jul 02, 2025
Q2 2025
|
Norway Savings Bank
|
BUY
|
- |
108+ 2.92% |
$98.1K - $114K
|
3.8K
$3.63M
|
|
Jul 02, 2025
Q2 2025
|
S. R. Schill & Associates
Mercer Island, WA |
SELL
|
- |
-127- 28.54% |
$115K - $134K
|
318
$303K
|
|
Jul 02, 2025
Q2 2025
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
3+ 0.98% |
$2.72K - $3.17K
|
308
$294K
|
|
Jul 01, 2025
Q2 2025
|
Rowland & CO Investment Counsel
Atlanta, GA |
BUY
|
- |
34+ 0.68% |
$30.9K - $35.9K
|
5.05K
$4.82M
|
|
Jul 01, 2025
Q2 2025
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
270+ 35.95% |
$245K - $285K
|
1.02K
$974K
|
|
Jul 01, 2025
Q2 2025
|
Kera Capital Partners, Inc.
Sacramento, CA |
BUY
|
- |
942+ 404.29% |
$855K - $996K
|
1.18K
$1.12M
|
|
Jul 01, 2025
Q2 2025
|
Park National Corp
|
BUY
|
- |
2.74K+ 8.94% |
$2.49M - $2.9M
|
33.4K
$31.9M
|
|
Jul 01, 2025
Q2 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
253+ 4.57% |
$230K - $267K
|
5.79K
$5.52M
|
|
Jul 01, 2025
Q2 2025
|
Legacy Wealth Management, LLC / Ms
Ridgeland, MS |
SELL
|
- |
-120- 3.13% |
$109K - $127K
|
3.71K
$3.54M
|
|
Jul 01, 2025
Q2 2025
|
Neville Rodie & Shaw Inc
|
SELL
|
- |
-165- 0.46% |
$150K - $174K
|
35.4K
$33.7M
|
|
Jul 01, 2025
Q2 2025
|
Central Pacific Bank Trust Division
Honolulu, HI |
SELL
|
- |
-100- 5.49% |
$90.8K - $106K
|
1.72K
$1.64M
|
|
Q1 2025 | |||||||
Jul 18, 2025
Q1 2025
|
Cyr Financial Inc.
Hennepin, IL |
SELL
|
- |
-208- 24.56% |
$185K - $224K
|
639
$610K
|
|
Jul 16, 2025
Q1 2025
|
Virginia Retirement Systems Et Al
Richmond, VA |
BUY
|
- |
13.8K+ 73.77% |
$12.3M - $14.9M
|
32.5K
$31M
|
|
Jul 15, 2025
Q1 2025
|
Northstar Asset Management Inc
Boston, MA |
SELL
|
- |
-2.18K- 11.09% |
$1.94M - $2.34M
|
17.4K
$16.6M
|
|
Jul 14, 2025
Q1 2025
|
Strategic Planning, Inc.
Columbus, OH |
BUY
|
- |
753New |
$671K - $811K
|
753
$718K
|
|
Jul 14, 2025
Q1 2025
|
Painted Porch Advisors LLC
Santa Barbara, CA |
BUY
|
- |
3+ 1.36% |
$2.67K - $3.23K
|
223
$213K
|
|
Jul 08, 2025
Q1 2025
|
Sarver Vrooman Wealth Advisors
Kansas City, MO |
BUY
|
- |
65New |
$57.9K - $70K
|
65
$62K
|
|
Jul 02, 2025
Q1 2025
|
Bank Of Nova Scotia
|
SELL
|
- |
-161K- 53.35% |
$143M - $173M
|
140K
$134M
|
|
Jun 30, 2025
Q1 2025
|
Pensionfund Sabic
|
SELL
|
- |
-900- 18.75% |
$802K - $969K
|
3.9K
$3.72M
|
|
Jun 26, 2025
Q1 2025
|
Ag2 R La Mondiale Gestion D'Actifs
Paris, I0 |
BUY
|
- |
16.4KNew |
$14.6M - $17.6M
|
16.4K
$15.6M
|