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 |
---|---|---|---|---|---|---|---|
Aug 07, 2025
Q2 2025
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
136+ 3.92% |
$124K - $144K
|
3.61K
$3.31M
|
|
Jul 31, 2025
Q2 2025
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
BUY
|
- |
136+ 2.34% |
$124K - $144K
|
5.94K
$5.44M
|
|
Jul 11, 2025
Q2 2025
|
International Private Wealth Advisors LLC
San Diego, CA |
BUY
|
- |
136+ 5.13% |
$124K - $144K
|
2.79K
$2.56M
|
|
Aug 04, 2025
Q2 2025
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
135+ 4.02% |
$123K - $143K
|
3.49K
$3.2M
|
|
Jul 29, 2025
Q2 2025
|
Mezzasalma Advisors, LLC
|
BUY
|
- |
135+ 3.03% |
$123K - $143K
|
4.59K
$4.21M
|
|
Aug 12, 2025
Q2 2025
|
Meridian Wealth Advisors, LLC
|
BUY
|
- |
134+ 1.24% |
$122K - $142K
|
10.9K
$10M
|
|
Jul 22, 2025
Q2 2025
|
Headland Capital, LLC
Mt. Pleasant, SC |
BUY
|
- |
134+ 1.48% |
$122K - $142K
|
9.16K
$8.4M
|
|
Jul 18, 2025
Q2 2025
|
Liberty Capital Management, Inc.
|
BUY
|
- |
134+ 0.84% |
$122K - $142K
|
16.1K
$14.8M
|
|
Aug 13, 2025
Q2 2025
|
Rench Wealth Management, Inc.
Denton, TX |
BUY
|
- |
133+ 1.77% |
$121K - $141K
|
7.65K
$7.01M
|
|
Aug 13, 2025
Q2 2025
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
133+ 18.79% |
$121K - $141K
|
841
$771K
|
|
Jul 29, 2025
Q2 2025
|
Private Trust CO Na
|
BUY
|
- |
133+ 2.43% |
$121K - $141K
|
5.61K
$5.14M
|
|
Aug 13, 2025
Q2 2025
|
Vance Wealth, Inc.
Santa Clarita, CA |
BUY
|
- |
132+ 13.84% |
$120K - $140K
|
1.09K
$996K
|
|
Jul 31, 2025
Q2 2025
|
Solstein Capital, LLC
Menlo Park, CA |
BUY
|
- |
132+ 5.9% |
$120K - $140K
|
2.37K
$2.17M
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
132+ 2.48% |
$120K - $140K
|
5.44K
$4.99M
|
|
Jul 09, 2025
Q2 2025
|
Strong Box Wealth, LLC
|
BUY
|
- |
132+ 2.1% |
$120K - $140K
|
6.43K
$5.89M
|
|
Aug 06, 2025
Q2 2025
|
Princeton Capital Management LLC
Red Bank, NJ |
BUY
|
- |
131+ 3.61% |
$119K - $138K
|
3.76K
$3.44M
|
|
Jul 30, 2025
Q2 2025
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
BUY
|
- |
131+ 28.6% |
$119K - $138K
|
589
$540K
|
|
Aug 14, 2025
Q2 2025
|
George Kaiser Family Foundation
|
BUY
|
- |
129+ 44.33% |
$117K - $136K
|
420
$385K
|
|
Aug 07, 2025
Q2 2025
|
Prescott Group Capital Management, L.L.C.
Tulsa, OK |
BUY
|
- |
129+ 6.45% |
$117K - $136K
|
2.13K
$1.95M
|
|
Jul 31, 2025
Q2 2025
|
Ag2 R La Mondiale Gestion D'Actifs
Paris, I0 |
BUY
|
- |
128+ 0.78% |
$116K - $135K
|
16.5K
$15.1M
|
|
Jul 28, 2025
Q2 2025
|
Moran Wealth Management, LLC
Naples, FL |
BUY
|
- |
128+ 1.11% |
$116K - $135K
|
11.7K
$10.7M
|
|
Jul 28, 2025
Q2 2025
|
Triton Wealth Management, Pllc
|
BUY
|
- |
128+ 3.7% |
$116K - $135K
|
3.59K
$3.29M
|
|
Jul 15, 2025
Q2 2025
|
Le Conte Wealth Management, LLC
Maryville, TN |
BUY
|
- |
128+ 49.81% |
$116K - $135K
|
385
$353K
|
|
Jul 11, 2025
Q2 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
127+ 6.96% |
$115K - $134K
|
1.95K
$1.79M
|
|
Aug 11, 2025
Q2 2025
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
126+ 13.74% |
$114K - $133K
|
1.04K
$956K
|
|
Aug 13, 2025
Q2 2025
|
Virtus ETF Advisers LLC
New York, NY |
BUY
|
- |
125New |
$114K - $132K
|
125
$115K
|
|
Aug 07, 2025
Q2 2025
|
Beese Fulmer Investment Management, Inc.
|
BUY
|
- |
123+ 0.41% |
$112K - $130K
|
30.5K
$27.9M
|
|
Aug 11, 2025
Q2 2025
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
122+ 21.94% |
$111K - $129K
|
678
$622K
|
|
Aug 11, 2025
Q2 2025
|
Walter & Keenan Wealth Management LLC
|
BUY
|
- |
121+ 4.86% |
$110K - $128K
|
2.61K
$2.39M
|
|
Aug 06, 2025
Q2 2025
|
Stokes Family Office, LLC
|
BUY
|
- |
121+ 5.42% |
$110K - $128K
|
2.35K
$2.16M
|
|
Aug 04, 2025
Q2 2025
|
Fortune 45 LLC
|
BUY
|
- |
121+ 7.48% |
$110K - $128K
|
1.74K
$1.59M
|
|
Aug 15, 2025
Q2 2025
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
120+ 34.09% |
$109K - $127K
|
472
$433K
|
|
Aug 11, 2025
Q2 2025
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
120+ 39.6% |
$109K - $127K
|
423
$388K
|
|
Jul 18, 2025
Q2 2025
|
Woodward Diversified Capital, LLC
|
BUY
|
- |
119+ 48.18% |
$108K - $126K
|
366
$336K
|
|
Jul 31, 2025
Q2 2025
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
118+ 1.26% |
$107K - $125K
|
9.47K
$8.68M
|
|
Jul 22, 2025
Q2 2025
|
Motiv8 Investments LLC
Port St. Lucie, FL |
BUY
|
- |
118+ 9.28% |
$107K - $125K
|
1.39K
$1.27M
|
|
Aug 13, 2025
Q2 2025
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
117+ 3.05% |
$106K - $124K
|
3.95K
$3.62M
|
|
Aug 01, 2025
Q2 2025
|
Goal Vest Advisory LLC
|
BUY
|
- |
117+ 42.24% |
$106K - $124K
|
394
$361K
|
|
Jul 17, 2025
Q2 2025
|
Albion Financial Group
|
BUY
|
- |
117+ 0.53% |
$106K - $124K
|
22.2K
$20.4M
|
|
Aug 14, 2025
Q2 2025
|
Worldly Partners Management, LLC
Boston, MA |
BUY
|
- |
116+ 0.13% |
$105K - $123K
|
91.5K
$83.9M
|
|
Aug 06, 2025
Q2 2025
|
Cypress Capital Management LLC (Wy)
|
BUY
|
- |
116+ 2.42% |
$105K - $123K
|
4.9K
$4.49M
|
|
Aug 05, 2025
Q2 2025
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
BUY
|
- |
116+ 3.68% |
$105K - $123K
|
3.27K
$2.99M
|
|
Jul 28, 2025
Q2 2025
|
Aire Advisors, LLC
Beverly Hills, CA |
BUY
|
- |
116+ 2.47% |
$105K - $123K
|
4.82K
$4.42M
|
|
Jul 24, 2025
Q2 2025
|
Strong Tower Advisory Services
Minneapolis, MN |
BUY
|
- |
116+ 3.95% |
$105K - $123K
|
3.06K
$2.8M
|
|
Jul 21, 2025
Q2 2025
|
Penobscot Investment Management Company, Inc.
Boston, MA |
BUY
|
- |
116+ 0.53% |
$105K - $123K
|
22K
$20.2M
|
|
Jul 11, 2025
Q2 2025
|
Capital Advantage, Inc.
|
BUY
|
- |
116+ 11.68% |
$105K - $123K
|
1.11K
$1.02M
|
|
Aug 14, 2025
Q2 2025
|
Cache Advisors, LLC
San Francisco, CA |
BUY
|
- |
115+ 21.99% |
$104K - $122K
|
638
$585K
|
|
Jul 15, 2025
Q2 2025
|
Bnc Wealth Management, LLC
|
BUY
|
- |
115+ 2.84% |
$104K - $122K
|
4.16K
$3.82M
|
|
Aug 12, 2025
Q2 2025
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
114+ 1.2% |
$104K - $120K
|
9.6K
$8.8M
|
|
Jul 15, 2025
Q2 2025
|
Accurate Wealth Management, LLC
|
BUY
|
- |
114+ 10.04% |
$104K - $120K
|
1.25K
$1.15M
|