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 25, 2025
Q2 2025
|
Oak Ridge Investments LLC
|
BUY
|
- |
249+ 1.25% |
$226K - $263K
|
20.2K
$18.5M
|
|
|
Jul 17, 2025
Q2 2025
|
Addenda Capital Inc.
|
BUY
|
- |
249+ 2.14% |
$226K - $263K
|
11.9K
$10.9M
|
|
|
Jul 22, 2025
Q2 2025
|
Brown Miller Wealth Management, LLC
|
BUY
|
- |
248+ 24.85% |
$225K - $262K
|
1.25K
$1.14M
|
|
|
Jul 21, 2025
Q2 2025
|
Diligent Investors, LLC
|
BUY
|
- |
248+ 24.29% |
$225K - $262K
|
1.27K
$1.16M
|
|
|
Jul 07, 2025
Q2 2025
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
248+ 14.04% |
$225K - $262K
|
2.01K
$1.85M
|
|
|
Jul 31, 2025
Q2 2025
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
BUY
|
- |
246+ 2.4% |
$223K - $260K
|
10.5K
$9.6M
|
|
|
Jul 25, 2025
Q2 2025
|
Baker Boyer National Bank
|
BUY
|
- |
246+ 13.74% |
$223K - $260K
|
2.04K
$1.87M
|
|
|
Jul 18, 2025
Q2 2025
|
Qtr Family Wealth, LLC
Lake Mary, FL |
BUY
|
- |
246+ 46.68% |
$223K - $260K
|
773
$709K
|
|
|
Jul 07, 2025
Q2 2025
|
Park Edge Advisors, LLC
Cleveland, OH |
BUY
|
- |
245+ 11.3% |
$222K - $259K
|
2.41K
$2.21M
|
|
|
Aug 14, 2025
Q2 2025
|
Fullerton Fund Management CO Ltd.
Singapore, U0 |
BUY
|
- |
242+ 15.46% |
$220K - $256K
|
1.81K
$1.66M
|
|
|
Aug 05, 2025
Q2 2025
|
Compton Financial Group, LLC
|
BUY
|
- |
242New |
$220K - $256K
|
242
$222K
|
|
|
Aug 18, 2025
Q2 2025
|
Old North State Trust, LLC
Greensboro, NC |
BUY
|
- |
240+ 9.52% |
$218K - $254K
|
2.76K
$2.53M
|
|
|
Jul 29, 2025
Q2 2025
|
Uhlmann Price Securities, LLC
Skokie, IL |
BUY
|
- |
240New |
$218K - $254K
|
240
$220K
|
|
|
Jul 25, 2025
Q2 2025
|
Mokan Wealth Management Inc.
Overland Park, KS |
BUY
|
- |
240+ 9.1% |
$218K - $254K
|
2.88K
$2.64M
|
|
|
Jul 08, 2025
Q2 2025
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
240+ 20.34% |
$218K - $254K
|
1.42K
$1.3M
|
|
|
Aug 25, 2025
Q2 2025
|
Blvd Private Wealth, LLC
Prospect, KY |
BUY
|
- |
239New |
$217K - $253K
|
239
$219K
|
|
|
Jul 29, 2025
Q2 2025
|
Barlow Wealth Partners, Inc.
Louisville, KY |
BUY
|
- |
239+ 0.71% |
$217K - $253K
|
33.7K
$30.9M
|
|
|
Jul 30, 2025
Q2 2025
|
Silver Oak Advisory Group, Inc.
Portland, OR |
BUY
|
- |
238+ 22.88% |
$216K - $252K
|
1.28K
$1.17M
|
|
|
Jul 25, 2025
Q2 2025
|
Waypoint Wealth Counsel
Atlanta, GA |
BUY
|
- |
237+ 14.73% |
$215K - $250K
|
1.85K
$1.69M
|
|
|
Jul 21, 2025
Q2 2025
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
BUY
|
- |
237+ 5.8% |
$215K - $250K
|
4.32K
$3.96M
|
|
|
Jul 24, 2025
Q2 2025
|
Rice Partnership, LLC
|
BUY
|
- |
236+ 1.81% |
$214K - $249K
|
13.2K
$12.1M
|
|
|
Jul 23, 2025
Q2 2025
|
Fulton Breakefield Broenniman LLC
|
BUY
|
- |
236+ 10.6% |
$214K - $249K
|
2.46K
$2.26M
|
|
|
Aug 12, 2025
Q2 2025
|
Blue Stem Wealth Partners, LLC
Minnetonka, MN |
BUY
|
- |
235New |
$213K - $248K
|
235
$215K
|
|
|
Jul 29, 2025
Q2 2025
|
United Bank
|
BUY
|
- |
235+ 4.19% |
$213K - $248K
|
5.85K
$5.36M
|
|
|
Jul 29, 2025
Q2 2025
|
Demars Financial Group, LLC
|
BUY
|
- |
235New |
$213K - $248K
|
235
$215K
|
|
|
Jul 23, 2025
Q2 2025
|
Morton Capital Management Llc/Ca
Calabasas, CA |
BUY
|
- |
235+ 20.22% |
$213K - $248K
|
1.4K
$1.28M
|
|
|
Jul 15, 2025
Q2 2025
|
Maseco LLP
London, |
BUY
|
- |
235New |
$213K - $248K
|
235
$215K
|
|
|
Aug 14, 2025
Q2 2025
|
Aspen Grove Capital, LLC
Avon, CO |
BUY
|
- |
233+ 37.82% |
$212K - $246K
|
849
$778K
|
|
|
Aug 13, 2025
Q2 2025
|
Leslie Global Wealth, LLC
Itasca, IL |
BUY
|
- |
233New |
$212K - $246K
|
233
$214K
|
|
|
Aug 13, 2025
Q2 2025
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
233+ 1.53% |
$212K - $246K
|
15.5K
$14.2M
|
|
|
Jul 21, 2025
Q2 2025
|
Custos Family Office, LLC
Greenwood Village, CO |
BUY
|
- |
232New |
$211K - $245K
|
232
$213K
|
|
|
Sep 19, 2025
Q2 2025
|
Canal Capital Management, LLC
|
BUY
|
- |
231+ 35.59% |
$210K - $244K
|
880
$807K
|
|
|
Aug 12, 2025
Q2 2025
|
Oak Associates LTD
Akron, OH |
BUY
|
- |
230New |
$209K - $243K
|
230
$211K
|
|
|
Aug 13, 2025
Q2 2025
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
BUY
|
- |
229New |
$208K - $242K
|
229
$210K
|
|
|
Aug 07, 2025
Q2 2025
|
Strategy Asset Managers LLC
|
BUY
|
- |
229+ 5.75% |
$208K - $242K
|
4.21K
$3.86M
|
|
|
Jul 31, 2025
Q2 2025
|
Ingalls & Snyder LLC
New York, NY |
BUY
|
- |
229+ 9.54% |
$208K - $242K
|
2.63K
$2.41M
|
|
|
Aug 13, 2025
Q2 2025
|
Cambria Investment Management, L.P.
|
BUY
|
- |
228New |
$207K - $241K
|
228
$209K
|
|
|
Aug 05, 2025
Q2 2025
|
Astra Wealth Partners LLC
Jersey City, NJ |
BUY
|
- |
228New |
$207K - $241K
|
228
$209K
|
|
|
Aug 14, 2025
Q2 2025
|
Zuckerman Investment Group, LLC
Chicago, IL |
BUY
|
- |
224New |
$203K - $237K
|
224
$205K
|
|
|
Aug 06, 2025
Q2 2025
|
Horan Securities, Inc.
|
BUY
|
- |
224New |
$203K - $237K
|
224
$205K
|
|
|
Aug 06, 2025
Q2 2025
|
Adviser Investments LLC
|
BUY
|
- |
224+ 0.46% |
$203K - $237K
|
48.8K
$44.7M
|
|
|
Aug 28, 2025
Q2 2025
|
Midwestern Financial, LLC /Ia
Iowa City, IA |
BUY
|
- |
223New |
$203K - $236K
|
223
$204K
|
|
|
Jul 22, 2025
Q2 2025
|
Three Cord True Wealth Management, LLC
Beaver, PA |
BUY
|
- |
222New |
$202K - $235K
|
222
$204K
|
|
|
Aug 08, 2025
Q2 2025
|
Grandfield & Dodd, LLC
|
BUY
|
- |
221+ 4.74% |
$201K - $234K
|
4.88K
$4.48M
|
|
|
Aug 14, 2025
Q2 2025
|
Physicians Financial Services, Inc.
Raleigh, NC |
BUY
|
- |
220+ 3.46% |
$200K - $233K
|
6.58K
$6.03M
|
|
|
Aug 11, 2025
Q2 2025
|
Sykon Capital LLC
Harrison, NY |
BUY
|
- |
220New |
$200K - $233K
|
220
$202K
|
|
|
Aug 07, 2025
Q2 2025
|
Rollins Financial Advisors, LLC
Atlanta, GA |
BUY
|
- |
220+ 12.92% |
$200K - $233K
|
1.92K
$1.76M
|
|
|
Jul 24, 2025
Q2 2025
|
Horizon Bancorp Inc /In/
Michigan City, IN |
BUY
|
- |
220+ 47.52% |
$200K - $233K
|
683
$626K
|
|
|
Jul 09, 2025
Q2 2025
|
Clarus Wealth Advisors
|
BUY
|
- |
219+ 20.72% |
$199K - $231K
|
1.28K
$1.17M
|
|
|
Aug 13, 2025
Q2 2025
|
My Purposeful Wealth Corp.
Omaha, NE |
BUY
|
- |
218New |
$198K - $230K
|
218
$200K
|