Purchases and Sales Made in Q2 2025 in Costco Wholesale Corp (COST)
This table provides information about the institutional ownership of Costco Wholesale Corp (COST) during Q2 2025. The information is specifically focused on institutions that hold shares of COSTCO WHOLESALE CORP .
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 10, 2025
Q2 2025
|
Fulton Bank, N.A.
|
SELL
|
- |
-7- 0.09% |
$6.36K - $7.4K
|
7.8K
$7.44M
|
|
|
Jul 14, 2025
Q2 2025
|
Seascape Capital Management
Portsmouth, NH |
SELL
|
- |
-8- 1.89% |
$7.27K - $8.45K
|
416
$397K
|
|
|
Jul 11, 2025
Q2 2025
|
Vanguard Capital Wealth Advisors
|
SELL
|
- |
-9- 3.56% |
$8.17K - $9.51K
|
244
$233K
|
|
|
Jul 18, 2025
Q2 2025
|
Community Bank & Trust, Waco, Texas
Waco, TX |
SELL
|
- |
-10- 1.44% |
$9.08K - $10.6K
|
686
$654K
|
|
|
Jul 14, 2025
Q2 2025
|
Financial Enhancement Group LLC
Anderson, IN |
SELL
|
- |
-10- 3.73% |
$9.08K - $10.6K
|
258
$246K
|
|
|
Jul 14, 2025
Q2 2025
|
Bank Of Stockton
|
SELL
|
- |
-10- 0.15% |
$9.08K - $10.6K
|
6.89K
$6.57M
|
|
|
Jul 14, 2025
Q2 2025
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-10- 1.27% |
$9.08K - $10.6K
|
777
$741K
|
|
|
Jul 08, 2025
Q2 2025
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
SELL
|
- |
-10- 1.58% |
$9.08K - $10.6K
|
624
$595K
|
|
|
Jul 14, 2025
Q2 2025
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
SELL
|
- |
-10- 0.33% |
$9.08K - $10.6K
|
3.03K
$2.89M
|
|
|
Jul 18, 2025
Q2 2025
|
Mountain Pacific Investment Advisers Inc
|
SELL
|
- |
-10- 0.1% |
$9.08K - $10.6K
|
10.1K
$9.61M
|
|
|
Jul 11, 2025
Q2 2025
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-10- 2.36% |
$9.08K - $10.6K
|
413
$394K
|
|
|
Jul 11, 2025
Q2 2025
|
Meriwether Wealth & Planning, LLC
Minden, LA |
SELL
|
- |
-11- 4.33% |
$9.99K - $11.6K
|
243
$232K
|
|
|
Jul 18, 2025
Q2 2025
|
Northeast Financial Group, Inc.
Tannersville, PA |
SELL
|
- |
-11- 3.31% |
$9.99K - $11.6K
|
321
$306K
|
|
|
Jul 17, 2025
Q2 2025
|
Smith Anglin Financial, LLC
|
SELL
|
- |
-12- 0.86% |
$10.9K - $12.7K
|
1.39K
$1.32M
|
|
|
Jul 14, 2025
Q2 2025
|
Steigerwald, Gordon & Koch Inc.
|
SELL
|
- |
-12- 0.84% |
$10.9K - $12.7K
|
1.41K
$1.35M
|
|
|
Jul 17, 2025
Q2 2025
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-13- 2.69% |
$11.8K - $13.7K
|
470
$448K
|
|
|
Jul 16, 2025
Q2 2025
|
Fischer Financial Services, Inc.
Harrisburg, PA |
SELL
|
- |
-13- 0.17% |
$11.8K - $13.7K
|
7.54K
$7.19M
|
|
|
Jul 15, 2025
Q2 2025
|
Shulman De Meo Asset Management LLC
|
SELL
|
- |
-13- 2.55% |
$11.8K - $13.7K
|
497
$474K
|
|
|
Jul 10, 2025
Q2 2025
|
Moody National Bank Trust Division
|
SELL
|
- |
-13- 0.23% |
$11.8K - $13.7K
|
5.64K
$5.38M
|
|
|
Jul 15, 2025
Q2 2025
|
Hall Laurie J Trustee
|
SELL
|
- |
-13- 4.36% |
$11.8K - $13.7K
|
285
$272K
|
|
|
Jul 02, 2025
Q2 2025
|
Helen Stephens Group, LLC
|
SELL
|
- |
-13- 0.96% |
$11.8K - $13.7K
|
1.34K
$1.28M
|
|
|
Jul 15, 2025
Q2 2025
|
Patriot Investment Management Inc.
|
SELL
|
- |
-14- 1.64% |
$12.7K - $14.8K
|
838
$799K
|
|
|
Jul 09, 2025
Q2 2025
|
Chickasaw Capital Management LLC
|
SELL
|
- |
-15- 1.9% |
$13.6K - $15.9K
|
775
$739K
|
|
|
Jul 03, 2025
Q2 2025
|
Collective Family Office LLC
|
SELL
|
- |
-16- 2.13% |
$14.5K - $16.9K
|
736
$702K
|
|
|
Jul 15, 2025
Q2 2025
|
Pitti Group Wealth Management, LLC
|
SELL
|
- |
-16- 6.75% |
$14.5K - $16.9K
|
221
$211K
|
|
|
Jul 09, 2025
Q2 2025
|
Dlk Investment Management, LLC
Solana Beach, CA |
SELL
|
- |
-16- 0.16% |
$14.5K - $16.9K
|
10.1K
$9.62M
|
|
|
Jul 16, 2025
Q2 2025
|
Swisher Financial Concepts, Inc.
Westerville, OH |
SELL
|
- |
-16- 2.9% |
$14.5K - $16.9K
|
535
$510K
|
|
|
Jul 16, 2025
Q2 2025
|
Kwb Wealth
Redlands, CA |
SELL
|
- |
-17- 0.85% |
$15.4K - $18K
|
1.97K
$1.88M
|
|
|
Jul 11, 2025
Q2 2025
|
Fruth Investment Management
|
SELL
|
- |
-17- 0.34% |
$15.4K - $18K
|
5.04K
$4.81M
|
|
|
Jul 09, 2025
Q2 2025
|
Channel Wealth LLC
Santa Barbara, CA |
SELL
|
- |
-18- 0.61% |
$16.3K - $19K
|
2.95K
$2.82M
|
|
|
Jul 17, 2025
Q2 2025
|
Asio Capital, LLC
|
SELL
|
- |
-19- 2.61% |
$17.3K - $20.1K
|
710
$677K
|
|
|
Jul 11, 2025
Q2 2025
|
Lantz Financial LLC
|
SELL
|
- |
-19- 2.98% |
$17.3K - $20.1K
|
619
$590K
|
|
|
Jul 18, 2025
Q2 2025
|
Tanager Wealth Management LLP
|
SELL
|
- |
-20- 2.15% |
$18.2K - $21.1K
|
909
$867K
|
|
|
Jul 15, 2025
Q2 2025
|
Littlejohn Financial Services, Inc.
Roseburg, OR |
SELL
|
- |
-20- 1.97% |
$18.2K - $21.1K
|
995
$949K
|
|
|
Jul 15, 2025
Q2 2025
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-21- 3.21% |
$19.1K - $22.2K
|
633
$604K
|
|
|
Jul 16, 2025
Q2 2025
|
Ls Investment Advisors, LLC
|
SELL
|
- |
-21- 0.23% |
$19.1K - $22.2K
|
9.15K
$8.72M
|
|
|
Jul 10, 2025
Q2 2025
|
Brady Family Wealth, LLC
Saint Louis, MO |
SELL
|
- |
-21- 0.46% |
$19.1K - $22.2K
|
4.53K
$4.32M
|
|
|
Jul 16, 2025
Q2 2025
|
Five Oceans Advisors
|
SELL
|
- |
-23- 1.59% |
$20.9K - $24.3K
|
1.42K
$1.36M
|
|
|
Jul 11, 2025
Q2 2025
|
Coastwise Capital Group, LLC
La Jolla, CA |
SELL
|
- |
-23- 1.63% |
$20.9K - $24.3K
|
1.39K
$1.32M
|
|
|
Jul 07, 2025
Q2 2025
|
Greenfield Savings Bank
|
SELL
|
- |
-23- 0.44% |
$20.9K - $24.3K
|
5.22K
$4.97M
|
|
|
Jul 15, 2025
Q2 2025
|
Perennial Advisors, LLC
New York, NY |
SELL
|
- |
-25- 0.19% |
$22.7K - $26.4K
|
13.2K
$12.6M
|
|
|
Jul 17, 2025
Q2 2025
|
Heritage Investment Group, Inc.
|
SELL
|
- |
-25- 4.32% |
$22.7K - $26.4K
|
554
$528K
|
|
|
Jul 15, 2025
Q2 2025
|
Main Street Group, LTD
Glen Allen, VA |
SELL
|
- |
-25- 1.98% |
$22.7K - $26.4K
|
1.24K
$1.18M
|
|
|
Jul 15, 2025
Q2 2025
|
Wilsey Asset Management Inc
|
SELL
|
- |
-26- 0.2% |
$23.6K - $27.5K
|
12.7K
$12.1M
|
|
|
Jul 15, 2025
Q2 2025
|
Jeppson Wealth Management, LLC
|
SELL
|
- |
-27- 6.73% |
$24.5K - $28.5K
|
374
$357K
|
|
|
Jul 16, 2025
Q2 2025
|
Org Wealth Partners, LLC
Dallas, TX |
SELL
|
- |
-27- 1.4% |
$24.5K - $28.5K
|
1.9K
$1.81M
|
|
|
Jul 16, 2025
Q2 2025
|
Falcon Wealth Planning
|
SELL
|
- |
-28- 0.49% |
$25.4K - $29.6K
|
5.74K
$5.48M
|
|
|
Jul 07, 2025
Q2 2025
|
Aletheian Wealth Advisors LLC
|
SELL
|
- |
-29- 5.14% |
$26.3K - $30.6K
|
535
$510K
|
|
|
Jul 11, 2025
Q2 2025
|
Wealth Management Partners, LLC
|
SELL
|
- |
-29- 0.92% |
$26.3K - $30.6K
|
3.11K
$2.97M
|
|
|
Jul 16, 2025
Q2 2025
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
SELL
|
- |
-30- 3.61% |
$27.2K - $31.7K
|
801
$764K
|