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 |
|---|---|---|---|---|---|---|---|
|
Apr 09, 2025
Q1 2025
|
Baxter Bros Inc
|
BUY
|
- |
111+ 2.3% |
$98.9K - $120K
|
4.94K
$4.68M
|
|
|
Apr 09, 2025
Q1 2025
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
810+ 83.94% |
$721K - $872K
|
1.78K
$1.68M
|
|
|
Apr 09, 2025
Q1 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
SELL
|
- |
-64- 6.27% |
$57K - $68.9K
|
956
$906K
|
|
|
Apr 09, 2025
Q1 2025
|
Osher Van De Voorde Investment Management
|
SELL
|
- |
-33- 3.73% |
$29.4K - $35.5K
|
852
$807K
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
2.75K+ 14.6% |
$2.45M - $2.96M
|
21.6K
$20.5M
|
|
|
Apr 09, 2025
Q1 2025
|
Sentry Investment Management LLC
|
SELL
|
- |
-270- 16.0% |
$240K - $291K
|
1.42K
$1.34M
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-29- 0.44% |
$25.8K - $31.2K
|
6.59K
$6.24M
|
|
|
Apr 09, 2025
Q1 2025
|
Planned Solutions, Inc.
|
SELL
|
- |
-35- 6.68% |
$31.2K - $37.7K
|
489
$463K
|
|
|
Apr 09, 2025
Q1 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
115+ 47.13% |
$102K - $124K
|
359
$340K
|
|
|
Apr 08, 2025
Q1 2025
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-1.52K- 5.89% |
$1.35M - $1.64M
|
24.3K
$23M
|
|
|
Apr 08, 2025
Q1 2025
|
Armstrong Henry H Associates Inc
|
BUY
|
- |
45+ 4.36% |
$40.1K - $48.5K
|
1.08K
$1.02M
|
|
|
Apr 08, 2025
Q1 2025
|
Winthrop Advisory Group LLC
|
SELL
|
- |
-183- 16.22% |
$163K - $197K
|
945
$895K
|
|
|
Apr 08, 2025
Q1 2025
|
Waycross Investment Management CO
Bellingham, WA |
BUY
|
- |
8+ 0.82% |
$7.12K - $8.61K
|
978
$927K
|
|
|
Apr 08, 2025
Q1 2025
|
Fulcrum Capital LLC
|
SELL
|
- |
-340- 18.3% |
$303K - $366K
|
1.52K
$1.44M
|
|
|
Apr 08, 2025
Q1 2025
|
James J. Burns & Company, LLC
Melville, NY |
BUY
|
- |
45+ 5.82% |
$40.1K - $48.5K
|
818
$775K
|
|
|
Apr 08, 2025
Q1 2025
|
New Hampshire Trust
Concord, NH |
SELL
|
- |
-377- 6.22% |
$336K - $406K
|
5.68K
$5.39M
|
|
|
Apr 08, 2025
Q1 2025
|
Meyer Handelman CO
|
SELL
|
- |
-45- 2.64% |
$40.1K - $48.5K
|
1.66K
$1.57M
|
|
|
Apr 08, 2025
Q1 2025
|
Beese Fulmer Investment Management, Inc.
|
SELL
|
- |
-437- 1.42% |
$389K - $471K
|
30.4K
$28.8M
|
|
|
Apr 08, 2025
Q1 2025
|
Allied Investment Advisors, LLC
|
SELL
|
- |
-165- 9.72% |
$147K - $178K
|
1.53K
$1.45M
|
|
|
Apr 08, 2025
Q1 2025
|
Bowman & CO S.C.
|
BUY
|
- |
1+ 0.33% |
$891 - $1.08K
|
301
$285K
|
|
|
Apr 08, 2025
Q1 2025
|
Cerro Pacific Wealth Advisors LLC
|
BUY
|
- |
119+ 1.46% |
$106K - $128K
|
8.29K
$7.85M
|
|
|
Apr 08, 2025
Q1 2025
|
Marion Wealth Management
|
SELL
|
- |
-152- 5.91% |
$135K - $164K
|
2.42K
$2.29M
|
|
|
Apr 08, 2025
Q1 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
581+ 6.55% |
$517K - $626K
|
9.45K
$8.95M
|
|
|
Apr 08, 2025
Q1 2025
|
Ables, Iannone, Moore & Associates, Inc.
Savannah, GA |
SELL
|
- |
-1- 0.05% |
$891 - $1.08K
|
2.02K
$1.91M
|
|
|
Apr 08, 2025
Q1 2025
|
Founders Capital Management
|
SELL
|
- |
-8- 1.72% |
$7.12K - $8.61K
|
458
$434K
|
|
|
Apr 08, 2025
Q1 2025
|
Hoffman, Alan N Investment Management
|
BUY
|
- |
65+ 0.57% |
$57.9K - $70K
|
11.5K
$10.9M
|
|
|
Apr 08, 2025
Q1 2025
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-349- 4.29% |
$311K - $376K
|
7.78K
$7.37M
|
|
|
Apr 08, 2025
Q1 2025
|
Castle Rock Wealth Management, LLC
|
SELL
|
- |
-322- 8.26% |
$287K - $347K
|
3.58K
$3.39M
|
|
|
Apr 08, 2025
Q1 2025
|
Bond & Devick Financial Network, Inc.
|
BUY
|
- |
58+ 5.26% |
$51.7K - $62.5K
|
1.16K
$1.1M
|
|
|
Apr 08, 2025
Q1 2025
|
Kaizen Financial Strategies
|
BUY
|
- |
207+ 22.7% |
$184K - $223K
|
1.12K
$1.06M
|
|
|
Apr 08, 2025
Q1 2025
|
Jgp Wealth Management, LLC
|
SELL
|
- |
-20- 0.53% |
$17.8K - $21.5K
|
3.75K
$3.55M
|
|
|
Apr 08, 2025
Q1 2025
|
Wallace Advisory Group, LLC
Lafayette, CA |
BUY
|
- |
8+ 3.16% |
$7.12K - $8.61K
|
261
$247K
|
|
|
Apr 07, 2025
Q1 2025
|
Nexus Investment Management Ulc
|
BUY
|
- |
100New |
$89.1K - $108K
|
100
$94.8K
|
|
|
Apr 07, 2025
Q1 2025
|
Goal Vest Advisory LLC
|
BUY
|
- |
53+ 23.66% |
$47.2K - $57.1K
|
277
$262K
|
|
|
Apr 07, 2025
Q1 2025
|
Silvia Mccoll Wealth Management, LLC
San Diego, CA |
SELL
|
- |
-20- 0.92% |
$17.8K - $21.5K
|
2.15K
$2.04M
|
|
|
Apr 07, 2025
Q1 2025
|
Summit Global Investments
Bountiful, UT |
SELL
|
- |
-1.33K- 18.34% |
$1.18M - $1.43M
|
5.91K
$5.6M
|
|
|
Apr 07, 2025
Q1 2025
|
Lowe Wealth Advisors, LLC
|
SELL
|
- |
-24- 27.27% |
$21.4K - $25.8K
|
64
$60.6K
|
|
|
Apr 07, 2025
Q1 2025
|
Welch Group, LLC
|
SELL
|
- |
-57- 2.99% |
$50.8K - $61.4K
|
1.85K
$1.75M
|
|
|
Apr 07, 2025
Q1 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
17+ 5.86% |
$15.1K - $18.3K
|
307
$291K
|
|
|
Apr 04, 2025
Q1 2025
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
SELL
|
- |
-172- 6.41% |
$153K - $185K
|
2.51K
$2.38M
|
|
|
Apr 03, 2025
Q1 2025
|
Boston Common Asset Management, LLC
Boston, MA |
SELL
|
- |
-254- 1.76% |
$226K - $274K
|
14.2K
$13.4M
|
|
|
Apr 03, 2025
Q1 2025
|
First Hawaiian Bank
|
BUY
|
- |
152+ 2.63% |
$135K - $164K
|
5.93K
$5.62M
|
|
|
Apr 03, 2025
Q1 2025
|
Hiley Hunt Wealth Management
Omaha, NE |
BUY
|
- |
1+ 0.15% |
$891 - $1.08K
|
675
$640K
|
|
|
Apr 03, 2025
Q1 2025
|
Cadinha & CO LLC
|
SELL
|
- |
-307- 0.78% |
$273K - $331K
|
39.2K
$37.1M
|
|
|
Apr 02, 2025
Q1 2025
|
Marcum Wealth, LLC
|
BUY
|
- |
63+ 7.65% |
$56.1K - $67.8K
|
887
$840K
|
|
|
Apr 02, 2025
Q1 2025
|
Waller Financial Planning Group, Inc
|
BUY
|
- |
297New |
$265K - $320K
|
297
$281K
|
|
|
Apr 01, 2025
Q1 2025
|
Confluence Investment Management LLC
|
SELL
|
- |
-26- 10.53% |
$23.2K - $28K
|
221
$209K
|
|
|
Apr 01, 2025
Q1 2025
|
Centre Asset Management, LLC
|
BUY
|
- |
3.43KNew |
$3.06M - $3.69M
|
3.43K
$3.25M
|
|
| Q4 2024 | |||||||
|
Jul 14, 2025
Q4 2024
|
Flp Wealth Management, LLC
Bentonville, AR |
BUY
|
- |
25New |
$21.8K - $24.9K
|
25
$23.7K
|
|
|
Jun 30, 2025
Q4 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-30.7K- 2.07% |
$26.8M - $30.6M
|
1.46M
$1.38B
|
|