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 24, 2025
Q2 2025
|
Wmg Financial Advisors, LLC
|
BUY
|
- |
74+ 12.98% |
$67.2K - $78.2K
|
644
$590K
|
|
|
Aug 14, 2025
Q2 2025
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
BUY
|
- |
73+ 2.0% |
$66.3K - $77.2K
|
3.72K
$3.41M
|
|
|
Aug 13, 2025
Q2 2025
|
De Burlo Group Inc
Boston, MA |
BUY
|
- |
73+ 0.37% |
$66.3K - $77.2K
|
19.7K
$18.1M
|
|
|
Aug 05, 2025
Q2 2025
|
Elyxium Wealth, LLC
San Mateo, CA |
BUY
|
- |
73+ 1.67% |
$66.3K - $77.2K
|
4.45K
$4.08M
|
|
|
Jul 30, 2025
Q2 2025
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
BUY
|
- |
73+ 28.52% |
$66.3K - $77.2K
|
329
$302K
|
|
|
Jul 18, 2025
Q2 2025
|
Trilogy Capital Inc.
|
BUY
|
- |
73+ 6.91% |
$66.3K - $77.2K
|
1.13K
$1.04M
|
|
|
Jul 15, 2025
Q2 2025
|
Foster Victor Wealth Advisors, LLC
|
BUY
|
- |
73+ 17.8% |
$66.3K - $77.2K
|
483
$443K
|
|
|
Jul 14, 2025
Q2 2025
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
BUY
|
- |
73+ 16.55% |
$66.3K - $77.2K
|
514
$471K
|
|
|
Jul 11, 2025
Q2 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
73+ 2.97% |
$66.3K - $77.2K
|
2.53K
$2.32M
|
|
|
Jul 07, 2025
Q2 2025
|
Modus Advisors, LLC
|
BUY
|
- |
73+ 4.02% |
$66.3K - $77.2K
|
1.89K
$1.73M
|
|
|
Aug 12, 2025
Q2 2025
|
Cynosure Management, LLC
Salt Lake City, UT |
BUY
|
- |
72+ 16.63% |
$65.4K - $76.1K
|
505
$463K
|
|
|
Aug 05, 2025
Q2 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
72+ 2.58% |
$65.4K - $76.1K
|
2.86K
$2.62M
|
|
|
Jul 31, 2025
Q2 2025
|
Peterson Wealth Services
|
BUY
|
- |
72+ 0.53% |
$65.4K - $76.1K
|
13.6K
$12.5M
|
|
|
Aug 13, 2025
Q2 2025
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
71+ 2.76% |
$64.5K - $75K
|
2.65K
$2.43M
|
|
|
Aug 01, 2025
Q2 2025
|
Motco
|
BUY
|
- |
71+ 0.47% |
$64.5K - $75K
|
15.2K
$13.9M
|
|
|
Jul 09, 2025
Q2 2025
|
O'Brien Wealth Partners LLC
|
BUY
|
- |
71New |
$64.5K - $75K
|
71
$65.1K
|
|
|
Aug 11, 2025
Q2 2025
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
70+ 4.79% |
$63.6K - $74K
|
1.53K
$1.4M
|
|
|
Jul 29, 2025
Q2 2025
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
BUY
|
- |
70+ 12.41% |
$63.6K - $74K
|
634
$581K
|
|
|
Jul 24, 2025
Q2 2025
|
Moseley Investment Management Inc
|
BUY
|
- |
70+ 2.76% |
$63.6K - $74K
|
2.61K
$2.39M
|
|
|
Jul 18, 2025
Q2 2025
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
70+ 2.8% |
$63.6K - $74K
|
2.57K
$2.35M
|
|
|
Jul 18, 2025
Q2 2025
|
Warren Street Wealth Advisors, LLC
|
BUY
|
- |
70+ 11.61% |
$63.6K - $74K
|
673
$617K
|
|
|
Jul 10, 2025
Q2 2025
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
70+ 2.64% |
$63.6K - $74K
|
2.72K
$2.49M
|
|
|
Aug 14, 2025
Q2 2025
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
69+ 2.66% |
$62.7K - $72.9K
|
2.66K
$2.44M
|
|
|
Aug 05, 2025
Q2 2025
|
W.G. Shaheen & Associates Dba Whitney & CO
|
BUY
|
- |
69+ 0.75% |
$62.7K - $72.9K
|
9.29K
$8.52M
|
|
|
Jul 30, 2025
Q2 2025
|
Paragon Advisors, LLC
|
BUY
|
- |
69+ 3.2% |
$62.7K - $72.9K
|
2.23K
$2.04M
|
|
|
Jul 17, 2025
Q2 2025
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
69+ 4.49% |
$62.7K - $72.9K
|
1.61K
$1.47M
|
|
|
Jul 14, 2025
Q2 2025
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
69+ 3.91% |
$62.7K - $72.9K
|
1.83K
$1.68M
|
|
|
Jul 22, 2025
Q2 2025
|
Plimoth Trust CO LLC
|
BUY
|
- |
68+ 13.93% |
$61.8K - $71.9K
|
556
$510K
|
|
|
Jul 17, 2025
Q2 2025
|
Investment Research & Advisory Group, Inc.
|
BUY
|
- |
68+ 1.48% |
$61.8K - $71.9K
|
4.66K
$4.27M
|
|
|
Aug 11, 2025
Q2 2025
|
Compass Capital Corp /Ma/ /Adv
Braintree, MA |
BUY
|
- |
67+ 2.79% |
$60.8K - $70.8K
|
2.47K
$2.26M
|
|
|
Jul 15, 2025
Q2 2025
|
Financial Management Professionals, Inc.
|
BUY
|
- |
67+ 14.05% |
$60.8K - $70.8K
|
544
$499K
|
|
|
Jul 11, 2025
Q2 2025
|
Petredis Investment Advisors LLC
Warrendale, PA |
BUY
|
- |
67+ 0.5% |
$60.8K - $70.8K
|
13.3K
$12.2M
|
|
|
Aug 13, 2025
Q2 2025
|
Williamson Legacy Group, LLC
Carmel, IN |
BUY
|
- |
66+ 5.42% |
$59.9K - $69.8K
|
1.28K
$1.18M
|
|
|
Aug 04, 2025
Q2 2025
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
BUY
|
- |
66+ 29.2% |
$59.9K - $69.8K
|
292
$268K
|
|
|
Jul 31, 2025
Q2 2025
|
Trademark Financial Management, LLC
Bloomington, MN |
BUY
|
- |
66+ 8.08% |
$59.9K - $69.8K
|
883
$810K
|
|
|
Jul 31, 2025
Q2 2025
|
Mn Wealth Advisors, LLC
Overland Park, KS |
BUY
|
- |
66+ 10.41% |
$59.9K - $69.8K
|
700
$642K
|
|
|
Aug 11, 2025
Q2 2025
|
Somerset Group LLC
Wayzata, MN |
BUY
|
- |
65+ 1.57% |
$59K - $68.7K
|
4.21K
$3.86M
|
|
|
Aug 07, 2025
Q2 2025
|
Traynor Capital Management, Inc.
|
BUY
|
- |
65+ 1.51% |
$59K - $68.7K
|
4.37K
$4.01M
|
|
|
Jul 23, 2025
Q2 2025
|
Life Steps Financial, Inc.
|
BUY
|
- |
65+ 4.38% |
$59K - $68.7K
|
1.55K
$1.42M
|
|
|
Jul 22, 2025
Q2 2025
|
Trueblood Wealth Management, LLC
Lima, OH |
BUY
|
- |
65+ 4.07% |
$59K - $68.7K
|
1.66K
$1.52M
|
|
|
Jul 17, 2025
Q2 2025
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
65+ 7.24% |
$59K - $68.7K
|
963
$883K
|
|
|
Jul 16, 2025
Q2 2025
|
Meridian Investment Counsel Inc.
Lafayette, CA |
BUY
|
- |
65+ 6.49% |
$59K - $68.7K
|
1.07K
$977K
|
|
|
Jul 16, 2025
Q2 2025
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
65+ 11.55% |
$59K - $68.7K
|
628
$576K
|
|
|
Aug 14, 2025
Q2 2025
|
Amussen Hunsaker Associates LLC
Salt Lake City, UT |
BUY
|
- |
64+ 3.91% |
$58.1K - $67.6K
|
1.7K
$1.56M
|
|
|
Aug 13, 2025
Q2 2025
|
Kilter Group LLC
Rhinebeck, NY |
BUY
|
- |
64New |
$58.1K - $67.6K
|
64
$58.7K
|
|
|
Jul 29, 2025
Q2 2025
|
Wealthstream Advisors, Inc.
|
BUY
|
- |
64+ 6.7% |
$58.1K - $67.6K
|
1.02K
$934K
|
|
|
Jul 14, 2025
Q2 2025
|
Chapin Davis, Inc.
Baltimore, MD |
BUY
|
- |
64+ 8.88% |
$58.1K - $67.6K
|
785
$720K
|
|
|
Aug 13, 2025
Q2 2025
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
63+ 8.38% |
$57.2K - $66.6K
|
815
$747K
|
|
|
Aug 13, 2025
Q2 2025
|
Portland Global Advisors LLC
|
BUY
|
- |
63+ 20.93% |
$57.2K - $66.6K
|
364
$334K
|
|
|
Aug 13, 2025
Q2 2025
|
Royal Fund Management, LLC
|
BUY
|
- |
63+ 24.14% |
$57.2K - $66.6K
|
324
$297K
|