Latest Institutional Purchases of Costco Wholesale Corp (COST)
This list provides information on the latest institutional transactions involving Costco Wholesale Corp (COST) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 22, 2025
Q2 2025
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
293+ 887.88% |
$266K - $310K
|
326
$299K
|
|
|
Aug 13, 2025
Q2 2025
|
Boston Family Office LLC
Boston, MA |
BUY
|
- |
292+ 2.36% |
$265K - $309K
|
12.7K
$11.6M
|
|
|
Jul 23, 2025
Q2 2025
|
Tria Gen Wealth Management LLC
|
BUY
|
- |
292+ 6.68% |
$265K - $309K
|
4.66K
$4.28M
|
|
|
Jul 23, 2025
Q2 2025
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
292+ 1.72% |
$265K - $309K
|
17.3K
$15.8M
|
|
|
Jul 09, 2025
Q2 2025
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
292+ 2.62% |
$265K - $309K
|
11.4K
$10.5M
|
|
|
Jul 15, 2025
Q2 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
291+ 1.34% |
$264K - $308K
|
22K
$20.2M
|
|
|
Aug 05, 2025
Q2 2025
|
Pacific Wealth Strategies Group, Inc.
|
BUY
|
- |
289New |
$262K - $305K
|
289
$265K
|
|
|
Aug 25, 2025
Q2 2025
|
Hilltop Partners LLC
Mishawaka, IN |
BUY
|
- |
288+ 24.0% |
$262K - $304K
|
1.49K
$1.36M
|
|
|
Aug 14, 2025
Q2 2025
|
Dark Forest Capital Management LP
Weston, CT |
BUY
|
- |
286+ 54.68% |
$260K - $302K
|
809
$742K
|
|
|
Jul 16, 2025
Q2 2025
|
Randolph CO Inc
Cincinnati, OH |
BUY
|
- |
286+ 0.73% |
$260K - $302K
|
39.7K
$36.4M
|
|
|
Aug 14, 2025
Q2 2025
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
285+ 1.58% |
$259K - $301K
|
18.4K
$16.8M
|
|
|
Aug 14, 2025
Q2 2025
|
Nikulski Financial, Inc.
|
BUY
|
- |
285+ 2.33% |
$259K - $301K
|
12.5K
$11.5M
|
|
|
Aug 08, 2025
Q2 2025
|
Francis Financial, Inc.
New York, NY |
BUY
|
- |
285+ 130.14% |
$259K - $301K
|
504
$462K
|
|
|
Jul 15, 2025
Q2 2025
|
Chb Investment Group, LLC
New Hope, PA |
BUY
|
- |
284+ 9.36% |
$258K - $300K
|
3.32K
$3.04M
|
|
|
Aug 14, 2025
Q2 2025
|
Financial Advisory Service, Inc.
|
BUY
|
- |
283+ 4.28% |
$257K - $299K
|
6.89K
$6.32M
|
|
|
Jul 31, 2025
Q2 2025
|
Blue Sky Capital Consultants Group, Inc.
Poway, CA |
BUY
|
- |
281+ 3.37% |
$255K - $297K
|
8.61K
$7.9M
|
|
|
Jul 16, 2025
Q2 2025
|
Edge Rock Capital LLC
|
BUY
|
- |
281+ 39.8% |
$255K - $297K
|
987
$905K
|
|
|
Jul 15, 2025
Q2 2025
|
Avaii Wealth Management, LLC
Appleton, WI |
BUY
|
- |
281New |
$255K - $297K
|
281
$258K
|
|
|
Aug 04, 2025
Q2 2025
|
Nixon Capital, LLC
Austin, TX |
BUY
|
- |
280New |
$254K - $296K
|
280
$257K
|
|
|
Jul 28, 2025
Q2 2025
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
280New |
$254K - $296K
|
280
$257K
|
|
|
Jul 23, 2025
Q2 2025
|
Winthrop Advisory Group LLC
|
BUY
|
- |
278+ 29.42% |
$252K - $294K
|
1.22K
$1.12M
|
|
|
Aug 12, 2025
Q2 2025
|
Southeast Asset Advisors Inc.
Thomasville, GA |
BUY
|
- |
275+ 10.11% |
$250K - $291K
|
2.99K
$2.74M
|
|
|
Aug 11, 2025
Q2 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
275+ 1.91% |
$250K - $291K
|
14.7K
$13.5M
|
|
|
Aug 04, 2025
Q2 2025
|
Haven Private, LLC
Orlando, FL |
BUY
|
- |
275+ 113.64% |
$250K - $291K
|
517
$474K
|
|
|
Jul 16, 2025
Q2 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
275+ 6.26% |
$250K - $291K
|
4.67K
$4.28M
|
|
|
Jul 23, 2025
Q2 2025
|
Rmg Wealth Management LLC
Platteville, WI |
BUY
|
- |
274New |
$249K - $290K
|
274
$251K
|
|
|
Aug 14, 2025
Q2 2025
|
Paragon Private Wealth Management, LLC
|
BUY
|
- |
273+ 42.06% |
$248K - $289K
|
922
$845K
|
|
|
Aug 12, 2025
Q2 2025
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
272+ 55.17% |
$247K - $287K
|
765
$701K
|
|
|
Jul 01, 2025
Q2 2025
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
270+ 35.95% |
$245K - $285K
|
1.02K
$936K
|
|
|
Jul 17, 2025
Q2 2025
|
Presper Financial Architects, LLC
Akron, OH |
BUY
|
- |
265New |
$241K - $280K
|
265
$243K
|
|
|
Jul 23, 2025
Q2 2025
|
Cfm Wealth Partners LLC
|
BUY
|
- |
263+ 2.21% |
$239K - $278K
|
12.2K
$11.1M
|
|
|
Jul 30, 2025
Q2 2025
|
Caliber Wealth Management, LLC / Ks
Overland Park, KS |
BUY
|
- |
262+ 68.59% |
$238K - $277K
|
644
$590K
|
|
|
Aug 13, 2025
Q2 2025
|
Wharton Business Group, LLC
Malvern, PA |
BUY
|
- |
261New |
$237K - $276K
|
261
$239K
|
|
|
Aug 04, 2025
Q2 2025
|
Hantz Financial Services, Inc.
|
BUY
|
- |
261+ 4.78% |
$237K - $276K
|
5.72K
$5.24M
|
|
|
Jul 22, 2025
Q2 2025
|
Bridge Port Financial Solutions, LLC
Fairfield, IA |
BUY
|
- |
260New |
$236K - $275K
|
260
$238K
|
|
|
Jul 31, 2025
Q2 2025
|
Fiduciary Wealth Partners, LLC
Newton, MA |
BUY
|
- |
259+ 143.89% |
$235K - $274K
|
439
$402K
|
|
|
Jul 23, 2025
Q2 2025
|
Prasad Wealth Partners, LLC
Independence, OH |
BUY
|
- |
259+ 36.43% |
$235K - $274K
|
970
$889K
|
|
|
Aug 13, 2025
Q2 2025
|
Clarkston Capital Partners, LLC
Bloomfield Hills, MI |
BUY
|
- |
258+ 7.31% |
$234K - $273K
|
3.79K
$3.47M
|
|
|
Aug 12, 2025
Q2 2025
|
One Ascent Investment Solutions LLC
Birmingham, AL |
BUY
|
- |
258New |
$234K - $273K
|
258
$237K
|
|
|
Aug 11, 2025
Q2 2025
|
Gfi Investment Counsel Ltd.
Toronto, A6 |
BUY
|
- |
257New |
$233K - $272K
|
257
$236K
|
|
|
Aug 12, 2025
Q2 2025
|
Waddell & Associates, LLC
|
BUY
|
- |
255+ 108.51% |
$232K - $269K
|
490
$449K
|
|
|
Jul 23, 2025
Q2 2025
|
Sunbeam Capital Management, LLC
Atlanta, GA |
BUY
|
- |
254+ 23.76% |
$231K - $268K
|
1.32K
$1.21M
|
|
|
Aug 14, 2025
Q2 2025
|
Full Sail Capital, LLC
Oklahoma City, OK |
BUY
|
- |
253+ 40.16% |
$230K - $267K
|
883
$810K
|
|
|
Aug 14, 2025
Q2 2025
|
Foronjy Financial LLC
Los Osos, CA |
BUY
|
- |
253New |
$230K - $267K
|
253
$232K
|
|
|
Aug 13, 2025
Q2 2025
|
Trustmark National Bank Trust Department
Jackson, MS |
BUY
|
- |
253+ 4.44% |
$230K - $267K
|
5.95K
$5.46M
|
|
|
Jul 28, 2025
Q2 2025
|
Nvest Financial, LLC
|
BUY
|
- |
253+ 9.09% |
$230K - $267K
|
3.04K
$2.78M
|
|
|
Jul 01, 2025
Q2 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
253+ 4.57% |
$230K - $267K
|
5.79K
$5.3M
|
|
|
Aug 08, 2025
Q2 2025
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
252+ 3.42% |
$229K - $266K
|
7.62K
$6.99M
|
|
|
Aug 05, 2025
Q2 2025
|
Gibraltar Capital Management, Inc.
|
BUY
|
- |
252+ 3.76% |
$229K - $266K
|
6.95K
$6.37M
|
|
|
Jul 21, 2025
Q2 2025
|
Franklin Street Advisors Inc
|
BUY
|
- |
252+ 1.14% |
$229K - $266K
|
22.4K
$20.6M
|