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 17, 2025
Q2 2025
|
City Holding CO
|
BUY
|
- |
146+ 1.75% |
$133K - $154K
|
8.5K
$8.11M
|
|
|
Jul 07, 2025
Q2 2025
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
BUY
|
- |
142+ 48.63% |
$129K - $150K
|
434
$414K
|
|
|
Jul 16, 2025
Q2 2025
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
BUY
|
- |
137+ 31.86% |
$124K - $145K
|
567
$541K
|
|
|
Jul 11, 2025
Q2 2025
|
International Private Wealth Advisors LLC
San Diego, CA |
BUY
|
- |
136+ 5.13% |
$124K - $144K
|
2.79K
$2.66M
|
|
|
Jul 18, 2025
Q2 2025
|
Liberty Capital Management, Inc.
|
BUY
|
- |
134+ 0.84% |
$122K - $142K
|
16.1K
$15.4M
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
132+ 2.48% |
$120K - $140K
|
5.44K
$5.19M
|
|
|
Jul 09, 2025
Q2 2025
|
Strong Box Wealth, LLC
|
BUY
|
- |
132+ 2.1% |
$120K - $140K
|
6.43K
$6.13M
|
|
|
Jul 15, 2025
Q2 2025
|
Le Conte Wealth Management, LLC
Maryville, TN |
BUY
|
- |
128+ 49.81% |
$116K - $135K
|
385
$367K
|
|
|
Jul 11, 2025
Q2 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
127+ 6.96% |
$115K - $134K
|
1.95K
$1.86M
|
|
|
Jul 18, 2025
Q2 2025
|
Woodward Diversified Capital, LLC
|
BUY
|
- |
119+ 48.18% |
$108K - $126K
|
366
$349K
|
|
|
Jul 17, 2025
Q2 2025
|
Albion Financial Group
|
BUY
|
- |
117+ 0.53% |
$106K - $124K
|
22.2K
$21.2M
|
|
|
Jul 11, 2025
Q2 2025
|
Capital Advantage, Inc.
|
BUY
|
- |
116+ 11.68% |
$105K - $123K
|
1.11K
$1.06M
|
|
|
Jul 15, 2025
Q2 2025
|
Bnc Wealth Management, LLC
|
BUY
|
- |
115+ 2.84% |
$104K - $122K
|
4.16K
$3.97M
|
|
|
Jul 15, 2025
Q2 2025
|
Accurate Wealth Management, LLC
|
BUY
|
- |
114+ 10.04% |
$104K - $120K
|
1.25K
$1.19M
|
|
|
Jul 10, 2025
Q2 2025
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
114+ 1.05% |
$104K - $120K
|
10.9K
$10.4M
|
|
|
Jul 18, 2025
Q2 2025
|
Vicus Capital
State College, PA |
BUY
|
- |
113+ 27.23% |
$103K - $119K
|
528
$504K
|
|
|
Jul 15, 2025
Q2 2025
|
Retirement Guys Formula LLC
|
BUY
|
- |
113+ 3.93% |
$103K - $119K
|
2.99K
$2.85M
|
|
|
Jul 17, 2025
Q2 2025
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
112+ 1.42% |
$102K - $118K
|
7.99K
$7.62M
|
|
|
Jul 02, 2025
Q2 2025
|
Norway Savings Bank
|
BUY
|
- |
108+ 2.92% |
$98.1K - $114K
|
3.8K
$3.63M
|
|
|
Jul 17, 2025
Q2 2025
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
103+ 30.47% |
$93.5K - $109K
|
441
$421K
|
|
|
Jul 16, 2025
Q2 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
103+ 1.38% |
$93.5K - $109K
|
7.58K
$7.23M
|
|
|
Jul 15, 2025
Q2 2025
|
Lvz, Inc.
|
BUY
|
- |
103+ 11.02% |
$93.5K - $109K
|
1.04K
$990K
|
|
|
Jul 16, 2025
Q2 2025
|
Owen La Rue, LLC
Elizabethtown, KY |
BUY
|
- |
102+ 5.26% |
$92.6K - $108K
|
2.04K
$1.95M
|
|
|
Jul 09, 2025
Q2 2025
|
Affinity Capital Advisors, LLC
|
BUY
|
- |
102+ 15.91% |
$92.6K - $108K
|
743
$709K
|
|
|
Jul 18, 2025
Q2 2025
|
Childress Capital Advisors, LLC
Houston, TX |
BUY
|
- |
101+ 7.87% |
$91.7K - $107K
|
1.38K
$1.32M
|
|
|
Jul 16, 2025
Q2 2025
|
Novem Group
Rochester, NY |
BUY
|
CALL |
100New |
$90.8K - $106K
|
100
$95.4K
|
|
|
Jul 15, 2025
Q2 2025
|
Smith & Howard Wealth Management, LLC
|
BUY
|
- |
100+ 11.03% |
$90.8K - $106K
|
1.01K
$961K
|
|
|
Jul 14, 2025
Q2 2025
|
Lederer & Associates Investment Counsel
Long Beach, CA |
BUY
|
- |
100+ 4.84% |
$90.8K - $106K
|
2.17K
$2.07M
|
|
|
Jul 08, 2025
Q2 2025
|
Sandbox Financial Partners, LLC
Bethesda, MD |
BUY
|
- |
100+ 5.0% |
$90.8K - $106K
|
2.1K
$2.01M
|
|
|
Jul 07, 2025
Q2 2025
|
Veery Capital, LLC
|
BUY
|
- |
100+ 11.66% |
$90.8K - $106K
|
958
$914K
|
|
|
Jul 07, 2025
Q2 2025
|
Wealth Alliance Advisory Group, LLC
|
BUY
|
- |
99+ 5.04% |
$89.9K - $105K
|
2.06K
$1.97M
|
|
|
Jul 14, 2025
Q2 2025
|
Foster Group, Inc.
|
BUY
|
- |
97+ 9.57% |
$88.1K - $103K
|
1.11K
$1.06M
|
|
|
Jul 08, 2025
Q2 2025
|
Everpar Advisors LLC
Tulsa, OK |
BUY
|
- |
97+ 17.67% |
$88.1K - $103K
|
646
$616K
|
|
|
Jul 07, 2025
Q2 2025
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
BUY
|
- |
97+ 14.46% |
$88.1K - $103K
|
768
$733K
|
|
|
Jul 08, 2025
Q2 2025
|
Richard P Slaughter Associates Inc
|
BUY
|
- |
96+ 7.8% |
$87.2K - $101K
|
1.33K
$1.27M
|
|
|
Jul 17, 2025
Q2 2025
|
Covenant Asset Management, LLC
|
BUY
|
- |
95+ 2.28% |
$86.3K - $100K
|
4.27K
$4.07M
|
|
|
Jul 16, 2025
Q2 2025
|
Processus Wealth & Capital Management, LLC
Brentwood, TN |
BUY
|
- |
95+ 2.05% |
$86.3K - $100K
|
4.72K
$4.51M
|
|
|
Jul 15, 2025
Q2 2025
|
Graypoint LLC
|
BUY
|
- |
95+ 2.9% |
$86.3K - $100K
|
3.37K
$3.22M
|
|
|
Jul 08, 2025
Q2 2025
|
Legacy Private Trust Co.
|
BUY
|
- |
95+ 1.2% |
$86.3K - $100K
|
8K
$7.63M
|
|
|
Jul 14, 2025
Q2 2025
|
Toth Financial Advisory Corp
|
BUY
|
- |
92+ 5.37% |
$83.5K - $97.2K
|
1.81K
$1.72M
|
|
|
Jul 14, 2025
Q2 2025
|
E&G Advisors, LP
|
BUY
|
- |
90+ 18.56% |
$81.7K - $95.1K
|
575
$548K
|
|
|
Jul 16, 2025
Q2 2025
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
88+ 1.15% |
$79.9K - $93K
|
7.76K
$7.4M
|
|
|
Jul 15, 2025
Q2 2025
|
Carr Financial Group Corp
Worcester, MA |
BUY
|
- |
87+ 12.1% |
$79K - $91.9K
|
806
$769K
|
|
|
Jul 09, 2025
Q2 2025
|
Beacon Financial Group
|
BUY
|
- |
87+ 10.64% |
$79K - $91.9K
|
905
$863K
|
|
|
Jul 15, 2025
Q2 2025
|
Verum Partners LLC
Charlotte, NC |
BUY
|
- |
86+ 13.74% |
$78.1K - $90.9K
|
712
$679K
|
|
|
Jul 09, 2025
Q2 2025
|
Jackson Square Capital, LLC
|
BUY
|
- |
85+ 1.15% |
$77.2K - $89.8K
|
7.49K
$7.15M
|
|
|
Jul 15, 2025
Q2 2025
|
Spectrum Planning & Advisory Services Inc.
|
BUY
|
- |
84+ 24.71% |
$76.3K - $88.8K
|
424
$404K
|
|
|
Jul 17, 2025
Q2 2025
|
Global Trust Asset Management, LLC
|
BUY
|
- |
83+ 3.94% |
$75.4K - $87.7K
|
2.19K
$2.09M
|
|
|
Jul 14, 2025
Q2 2025
|
Able Financial Group, LLC
Scottsdale, AZ |
BUY
|
- |
83+ 2.01% |
$75.4K - $87.7K
|
4.22K
$4.02M
|
|
|
Jul 11, 2025
Q2 2025
|
Bell Bank
|
BUY
|
- |
83+ 3.25% |
$75.4K - $87.7K
|
2.63K
$2.51M
|