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 16, 2025
Q2 2025
|
Sage Rhino Capital LLC
|
BUY
|
- |
1+ 0.07% |
$908 - $1.06K
|
1.36K
$1.3M
|
|
|
Jul 16, 2025
Q2 2025
|
Stockman Wealth Management, Inc.
|
SELL
|
- |
-104- 4.22% |
$94.4K - $110K
|
2.36K
$2.25M
|
|
|
Jul 16, 2025
Q2 2025
|
Chatham Capital Group, Inc.
|
BUY
|
- |
200+ 6.03% |
$182K - $211K
|
3.52K
$3.36M
|
|
|
Jul 16, 2025
Q2 2025
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
80+ 4.21% |
$72.7K - $84.5K
|
1.98K
$1.89M
|
|
|
Jul 16, 2025
Q2 2025
|
Kwb Wealth
Redlands, CA |
SELL
|
- |
-17- 0.85% |
$15.4K - $18K
|
1.97K
$1.88M
|
|
|
Jul 16, 2025
Q2 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-193- 3.22% |
$175K - $204K
|
5.8K
$5.53M
|
|
|
Jul 16, 2025
Q2 2025
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
16+ 0.6% |
$14.5K - $16.9K
|
2.69K
$2.57M
|
|
|
Jul 16, 2025
Q2 2025
|
Tbh Global Asset Management, LLC
Brentwood, TN |
SELL
|
- |
-849- 14.74% |
$771K - $897K
|
4.91K
$4.68M
|
|
|
Jul 16, 2025
Q2 2025
|
Western Financial Corp/Ca
San Diego, CA |
SELL
|
- |
-69- 2.25% |
$62.7K - $72.9K
|
3K
$2.86M
|
|
|
Jul 16, 2025
Q2 2025
|
Financial Partners Group, LLC
Gallatin, TN |
SELL
|
- |
-147- 9.47% |
$133K - $155K
|
1.41K
$1.34M
|
|
|
Jul 16, 2025
Q2 2025
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
BUY
|
- |
137+ 31.86% |
$124K - $145K
|
567
$541K
|
|
|
Jul 16, 2025
Q2 2025
|
Bay Bridge Capital Group, LLC
Pleasanton, CA |
BUY
|
- |
26+ 1.42% |
$23.6K - $27.5K
|
1.86K
$1.77M
|
|
|
Jul 16, 2025
Q2 2025
|
Xy Planning Network, Inc.
Bozeman, MT |
BUY
|
- |
555New |
$504K - $587K
|
555
$529K
|
|
|
Jul 16, 2025
Q2 2025
|
Sfm, LLC
Manchester, NH |
SELL
|
- |
-105- 13.76% |
$95.4K - $111K
|
658
$628K
|
|
|
Jul 15, 2025
Q2 2025
|
Kwmg, LLC
|
BUY
|
- |
54+ 7.47% |
$49K - $57.1K
|
777
$741K
|
|
|
Jul 15, 2025
Q2 2025
|
Town & Country Bank & Trust CO Dba First Bankers Trust CO
|
SELL
|
- |
-6- 0.57% |
$5.45K - $6.34K
|
1.04K
$991K
|
|
|
Jul 15, 2025
Q2 2025
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-421- 15.68% |
$382K - $445K
|
2.26K
$2.16M
|
|
|
Jul 15, 2025
Q2 2025
|
Family Investment Center, Inc.
Saint Joseph, MO |
BUY
|
- |
373New |
$339K - $394K
|
373
$356K
|
|
|
Jul 15, 2025
Q2 2025
|
Eaton Financial Holdings Company, LLC
Coral Springs, FL |
SELL
|
- |
-456- 7.92% |
$414K - $482K
|
5.3K
$5.06M
|
|
|
Jul 15, 2025
Q2 2025
|
Hidden Cove Wealth Management, LLC
Bainbridge Island, WA |
BUY
|
- |
55+ 12.09% |
$49.9K - $58.1K
|
510
$486K
|
|
|
Jul 15, 2025
Q2 2025
|
Covea Finance
|
SELL
|
- |
-750- 1.74% |
$681K - $793K
|
42.2K
$40.3M
|
|
|
Jul 15, 2025
Q2 2025
|
Forte Capital LLC
|
SELL
|
- |
-56- 3.86% |
$50.9K - $59.2K
|
1.4K
$1.33M
|
|
|
Jul 15, 2025
Q2 2025
|
Lvz, Inc.
|
BUY
|
- |
103+ 11.02% |
$93.5K - $109K
|
1.04K
$990K
|
|
|
Jul 15, 2025
Q2 2025
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-21- 3.21% |
$19.1K - $22.2K
|
633
$604K
|
|
|
Jul 15, 2025
Q2 2025
|
Hyperion Asset Management LTD
Royal Exchange, C3 |
BUY
|
- |
6.38K+ 12.92% |
$5.8M - $6.75M
|
55.8K
$53.2M
|
|
|
Jul 15, 2025
Q2 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-92- 9.59% |
$83.5K - $97.2K
|
867
$827K
|
|
|
Jul 15, 2025
Q2 2025
|
Unified Investment Management
Atlanta, GA |
BUY
|
- |
10+ 1.57% |
$9.08K - $10.6K
|
646
$616K
|
|
|
Jul 15, 2025
Q2 2025
|
Hall Laurie J Trustee
|
SELL
|
- |
-13- 4.36% |
$11.8K - $13.7K
|
285
$272K
|
|
|
Jul 15, 2025
Q2 2025
|
Am Investment Strategies LLC
|
SELL
|
- |
-36- 1.07% |
$32.7K - $38K
|
3.34K
$3.19M
|
|
|
Jul 15, 2025
Q2 2025
|
Bnc Wealth Management, LLC
|
BUY
|
- |
115+ 2.84% |
$104K - $122K
|
4.16K
$3.97M
|
|
|
Jul 15, 2025
Q2 2025
|
Sheets Smith Wealth Management
|
SELL
|
- |
-61- 1.34% |
$55.4K - $64.5K
|
4.48K
$4.27M
|
|
|
Jul 15, 2025
Q2 2025
|
Fifth Third Bancorp
|
BUY
|
- |
2.9K+ 1.27% |
$2.64M - $3.07M
|
232K
$221M
|
|
|
Jul 15, 2025
Q2 2025
|
Main Street Group, LTD
Glen Allen, VA |
SELL
|
- |
-25- 1.98% |
$22.7K - $26.4K
|
1.24K
$1.18M
|
|
|
Jul 15, 2025
Q2 2025
|
Mainstream Capital Management LLC
Los Angeles, CA |
SELL
|
- |
-2- 0.09% |
$1.82K - $2.11K
|
2.28K
$2.17M
|
|
|
Jul 15, 2025
Q2 2025
|
Maseco LLP
London, |
BUY
|
- |
235New |
$213K - $248K
|
235
$224K
|
|
|
Jul 15, 2025
Q2 2025
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
20+ 17.86% |
$18.2K - $21.1K
|
132
$126K
|
|
|
Jul 15, 2025
Q2 2025
|
Ridgecrest Wealth Partners, LLC
|
SELL
|
- |
-156- 9.85% |
$142K - $165K
|
1.43K
$1.36M
|
|
|
Jul 15, 2025
Q2 2025
|
Accurate Wealth Management, LLC
|
BUY
|
- |
114+ 10.04% |
$104K - $120K
|
1.25K
$1.19M
|
|
|
Jul 15, 2025
Q2 2025
|
Norden Group LLC
Provo, UT |
BUY
|
- |
720+ 23.14% |
$654K - $761K
|
3.83K
$3.65M
|
|
|
Jul 15, 2025
Q2 2025
|
Charter Capital Management, Llc\De
Brookfield, WI |
BUY
|
- |
435New |
$395K - $460K
|
435
$415K
|
|
|
Jul 15, 2025
Q2 2025
|
Jarislowsky, Fraser LTD
|
SELL
|
- |
-786- 1.66% |
$714K - $831K
|
46.6K
$44.5M
|
|
|
Jul 15, 2025
Q2 2025
|
Bcs Wealth Management
|
BUY
|
- |
553+ 79.8% |
$502K - $584K
|
1.25K
$1.19M
|
|
|
Jul 15, 2025
Q2 2025
|
Five Pine Wealth Management
Coeur D Alene, ID |
BUY
|
- |
1+ 0.21% |
$908 - $1.06K
|
486
$464K
|
|
|
Jul 15, 2025
Q2 2025
|
Financial Management Professionals, Inc.
|
BUY
|
- |
67+ 14.05% |
$60.8K - $70.8K
|
544
$519K
|
|
|
Jul 15, 2025
Q2 2025
|
Graypoint LLC
|
BUY
|
- |
95+ 2.9% |
$86.3K - $100K
|
3.37K
$3.22M
|
|
|
Jul 15, 2025
Q2 2025
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-8.2K- 85.26% |
$7.45M - $8.67M
|
1.42K
$1.35M
|
|
|
Jul 15, 2025
Q2 2025
|
Chb Investment Group, LLC
New Hope, PA |
BUY
|
- |
284+ 9.36% |
$258K - $300K
|
3.32K
$3.16M
|
|
|
Jul 15, 2025
Q2 2025
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
299+ 3.07% |
$272K - $316K
|
10K
$9.58M
|
|
|
Jul 15, 2025
Q2 2025
|
Wilsey Asset Management Inc
|
SELL
|
- |
-26- 0.2% |
$23.6K - $27.5K
|
12.7K
$12.1M
|
|
|
Jul 15, 2025
Q2 2025
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-96- 2.15% |
$87.2K - $101K
|
4.37K
$4.16M
|