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 11, 2025
Q2 2025
|
First American Trust, Fsb
|
BUY
|
- |
85+ 4.05% |
$77.2K - $89.8K
|
2.19K
$2M
|
|
|
Aug 07, 2025
Q2 2025
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
BUY
|
- |
85+ 3.62% |
$77.2K - $89.8K
|
2.43K
$2.23M
|
|
|
Jul 24, 2025
Q2 2025
|
Conning Inc.
|
BUY
|
- |
85+ 1.32% |
$77.2K - $89.8K
|
6.52K
$5.98M
|
|
|
Jul 09, 2025
Q2 2025
|
Jackson Square Capital, LLC
|
BUY
|
- |
85+ 1.15% |
$77.2K - $89.8K
|
7.49K
$6.87M
|
|
|
Jul 28, 2025
Q2 2025
|
Tuttle Capital Management, LLC
|
BUY
|
- |
84+ 14.43% |
$76.3K - $88.8K
|
666
$611K
|
|
|
Jul 15, 2025
Q2 2025
|
Spectrum Planning & Advisory Services Inc.
|
BUY
|
- |
84+ 24.71% |
$76.3K - $88.8K
|
424
$389K
|
|
|
Jul 17, 2025
Q2 2025
|
Global Trust Asset Management, LLC
|
BUY
|
- |
83+ 3.94% |
$75.4K - $87.7K
|
2.19K
$2M
|
|
|
Jul 14, 2025
Q2 2025
|
Able Financial Group, LLC
Scottsdale, AZ |
BUY
|
- |
83+ 2.01% |
$75.4K - $87.7K
|
4.22K
$3.87M
|
|
|
Jul 11, 2025
Q2 2025
|
Bell Bank
|
BUY
|
- |
83+ 3.25% |
$75.4K - $87.7K
|
2.63K
$2.41M
|
|
|
Jul 09, 2025
Q2 2025
|
Mirador Capital Partners LP
|
BUY
|
- |
83+ 1.61% |
$75.4K - $87.7K
|
5.25K
$4.81M
|
|
|
Aug 13, 2025
Q2 2025
|
Portfolio Design Labs, LLC
Encino, CA |
BUY
|
- |
82+ 7.79% |
$74.5K - $86.7K
|
1.13K
$1.04M
|
|
|
Aug 11, 2025
Q2 2025
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
BUY
|
- |
82+ 22.34% |
$74.5K - $86.7K
|
449
$412K
|
|
|
Aug 06, 2025
Q2 2025
|
Smart Money Group LLC
|
BUY
|
- |
82+ 7.5% |
$74.5K - $86.7K
|
1.18K
$1.08M
|
|
|
Jul 30, 2025
Q2 2025
|
Warther Private Wealth, LLC
Akron, OH |
BUY
|
- |
82+ 10.62% |
$74.5K - $86.7K
|
854
$783K
|
|
|
Jul 29, 2025
Q2 2025
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
BUY
|
- |
82+ 4.18% |
$74.5K - $86.7K
|
2.04K
$1.87M
|
|
|
Jul 17, 2025
Q2 2025
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
82+ 4.81% |
$74.5K - $86.7K
|
1.79K
$1.64M
|
|
|
Aug 11, 2025
Q2 2025
|
Midwest Professional Planners, Ltd.
Wausau, WI |
BUY
|
- |
81+ 1.17% |
$73.6K - $85.6K
|
6.99K
$6.41M
|
|
|
Jul 29, 2025
Q2 2025
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
81+ 5.46% |
$73.6K - $85.6K
|
1.57K
$1.43M
|
|
|
Jul 28, 2025
Q2 2025
|
Omnia Family Wealth, LLC
|
BUY
|
- |
81+ 17.49% |
$73.6K - $85.6K
|
544
$499K
|
|
|
Jul 22, 2025
Q2 2025
|
Kercheville Advisors, LLC
|
BUY
|
- |
81+ 0.65% |
$73.6K - $85.6K
|
12.6K
$11.5M
|
|
|
Jul 14, 2025
Q2 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
81+ 15.52% |
$73.6K - $85.6K
|
603
$553K
|
|
|
Jul 09, 2025
Q2 2025
|
Stokes Capital Advisors, LLC
|
BUY
|
- |
81+ 0.75% |
$73.6K - $85.6K
|
10.9K
$9.99M
|
|
|
Jul 09, 2025
Q2 2025
|
Pines Wealth Management, LLC
Southern Pines, NC |
BUY
|
- |
81+ 4.19% |
$73.6K - $85.6K
|
2.01K
$1.85M
|
|
|
Jul 08, 2025
Q2 2025
|
Adamsbrown Wealth Consultants LLC
|
BUY
|
- |
81+ 32.79% |
$73.6K - $85.6K
|
328
$301K
|
|
|
Jul 31, 2025
Q2 2025
|
Darden Wealth Group Inc
Ann Arbor, MI |
BUY
|
- |
80+ 11.63% |
$72.7K - $84.5K
|
768
$704K
|
|
|
Jul 29, 2025
Q2 2025
|
Aspiriant, LLC
|
BUY
|
- |
80+ 3.75% |
$72.7K - $84.5K
|
2.21K
$2.03M
|
|
|
Jul 25, 2025
Q2 2025
|
Alta Advisers LTD
|
BUY
|
- |
80+ 3.66% |
$72.7K - $84.5K
|
2.27K
$2.08M
|
|
|
Jul 16, 2025
Q2 2025
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
80+ 4.21% |
$72.7K - $84.5K
|
1.98K
$1.81M
|
|
|
Jul 21, 2025
Q2 2025
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
79+ 2.67% |
$71.7K - $83.5K
|
3.04K
$2.79M
|
|
|
Jul 09, 2025
Q2 2025
|
Gilman Hill Asset Management, LLC
|
BUY
|
- |
79+ 13.67% |
$71.7K - $83.5K
|
657
$602K
|
|
|
Aug 13, 2025
Q2 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
78+ 1.46% |
$70.8K - $82.4K
|
5.41K
$4.96M
|
|
|
Aug 05, 2025
Q2 2025
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
78+ 0.37% |
$70.8K - $82.4K
|
21.1K
$19.3M
|
|
|
Aug 05, 2025
Q2 2025
|
Westside Investment Management, Inc.
|
BUY
|
- |
78+ 6.82% |
$70.8K - $82.4K
|
1.22K
$1.12M
|
|
|
Jul 21, 2025
Q2 2025
|
Whelan Financial
|
BUY
|
- |
78+ 6.45% |
$70.8K - $82.4K
|
1.29K
$1.18M
|
|
|
Aug 12, 2025
Q2 2025
|
Cooper/Haims Advisors, LLC
|
BUY
|
- |
77+ 35.32% |
$69.9K - $81.4K
|
295
$270K
|
|
|
Jul 29, 2025
Q2 2025
|
Sage Private Wealth Group, LLC
|
BUY
|
- |
77+ 23.69% |
$69.9K - $81.4K
|
402
$369K
|
|
|
Jul 29, 2025
Q2 2025
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
77+ 1.14% |
$69.9K - $81.4K
|
6.85K
$6.28M
|
|
|
Jul 11, 2025
Q2 2025
|
Kaufman Rossin Wealth, LLC
Miami, FL |
BUY
|
- |
77+ 9.83% |
$69.9K - $81.4K
|
860
$788K
|
|
|
Aug 08, 2025
Q2 2025
|
Sawgrass Asset Management LLC
|
BUY
|
- |
76+ 1.07% |
$69K - $80.3K
|
7.21K
$6.61M
|
|
|
Jul 31, 2025
Q2 2025
|
First Business Financial Services, Inc.
|
BUY
|
- |
76+ 1.69% |
$69K - $80.3K
|
4.58K
$4.2M
|
|
|
Jul 30, 2025
Q2 2025
|
Strata Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
76+ 14.39% |
$69K - $80.3K
|
604
$554K
|
|
|
Aug 14, 2025
Q2 2025
|
Alpen Global Capital LLC
Tahoe City, CA |
BUY
|
- |
75+ 1.01% |
$68.1K - $79.3K
|
7.47K
$6.85M
|
|
|
Aug 07, 2025
Q2 2025
|
Merrion Investment Management Co, LLC
|
BUY
|
- |
75+ 5.66% |
$68.1K - $79.3K
|
1.4K
$1.28M
|
|
|
Aug 06, 2025
Q2 2025
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
75+ 2.33% |
$68.1K - $79.3K
|
3.29K
$3.02M
|
|
|
Jul 28, 2025
Q2 2025
|
Mitchell Mcleod Pugh & Williams Inc
|
BUY
|
- |
75+ 2.44% |
$68.1K - $79.3K
|
3.15K
$2.88M
|
|
|
Jul 28, 2025
Q2 2025
|
Nexus Investment Management Ulc
|
BUY
|
- |
75+ 75.0% |
$68.1K - $79.3K
|
175
$160K
|
|
|
Jul 14, 2025
Q2 2025
|
Optima Capital LLC
Portland, OR |
BUY
|
- |
75+ 6.78% |
$68.1K - $79.3K
|
1.18K
$1.08M
|
|
|
Jul 08, 2025
Q2 2025
|
Rmr Wealth Builders
|
BUY
|
- |
75+ 1.56% |
$68.1K - $79.3K
|
4.87K
$4.46M
|
|
|
Jul 07, 2025
Q2 2025
|
Osprey Private Wealth LLC
New York, NY |
BUY
|
- |
75+ 1.68% |
$68.1K - $79.3K
|
4.54K
$4.16M
|
|
|
Jul 30, 2025
Q2 2025
|
Jackson Thornton Asset Management, LLC
|
BUY
|
- |
74+ 16.52% |
$67.2K - $78.2K
|
522
$479K
|