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 11, 2025
Q2 2025
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
SELL
|
- |
-30- 0.97% |
$27.2K - $31.7K
|
3.07K
$2.93M
|
|
|
Jul 18, 2025
Q2 2025
|
Churchill Management Corp
|
SELL
|
- |
-30- 0.33% |
$27.2K - $31.7K
|
9.1K
$8.68M
|
|
|
Jul 16, 2025
Q2 2025
|
Rba Wealth Management, LLC
|
SELL
|
- |
-30- 7.08% |
$27.2K - $31.7K
|
394
$376K
|
|
|
Jul 14, 2025
Q2 2025
|
Chris Bulman Inc
Roseville, CA |
SELL
|
- |
-31- 1.66% |
$28.2K - $32.8K
|
1.84K
$1.76M
|
|
|
Jul 15, 2025
Q2 2025
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-31- 1.07% |
$28.2K - $32.8K
|
2.87K
$2.74M
|
|
|
Jul 14, 2025
Q2 2025
|
La Fleur & Godfrey LLC
|
SELL
|
- |
-32- 2.55% |
$29.1K - $33.8K
|
1.22K
$1.17M
|
|
|
Jul 11, 2025
Q2 2025
|
Adirondack Trust CO
|
SELL
|
- |
-33- 2.14% |
$30K - $34.9K
|
1.51K
$1.44M
|
|
|
Jul 10, 2025
Q2 2025
|
Marshall Financial Group LLC
|
SELL
|
- |
-33- 11.42% |
$30K - $34.9K
|
256
$244K
|
|
|
Jul 10, 2025
Q2 2025
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-34- 1.26% |
$30.9K - $35.9K
|
2.66K
$2.53M
|
|
|
Jul 15, 2025
Q2 2025
|
Am Investment Strategies LLC
|
SELL
|
- |
-36- 1.07% |
$32.7K - $38K
|
3.34K
$3.19M
|
|
|
Jul 08, 2025
Q2 2025
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
SELL
|
- |
-38- 1.99% |
$34.5K - $40.2K
|
1.87K
$1.78M
|
|
|
Jul 09, 2025
Q2 2025
|
Central Valley Advisors, LLC
Sacramento, CA |
SELL
|
- |
-39- 1.64% |
$35.4K - $41.2K
|
2.34K
$2.23M
|
|
|
Jul 07, 2025
Q2 2025
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
SELL
|
- |
-39- 5.74% |
$35.4K - $41.2K
|
640
$611K
|
|
|
Jul 09, 2025
Q2 2025
|
Tounjian Advisory Partners, LLC
Fort Myers, FL |
SELL
|
- |
-40- 1.22% |
$36.3K - $42.3K
|
3.23K
$3.08M
|
|
|
Jul 10, 2025
Q2 2025
|
Sky Investment Group LLC
|
SELL
|
- |
-40- 1.59% |
$36.3K - $42.3K
|
2.48K
$2.36M
|
|
|
Jul 10, 2025
Q2 2025
|
Hf Advisory Group, LLC
Annapolis, MD |
SELL
|
- |
-40- 10.31% |
$36.3K - $42.3K
|
348
$332K
|
|
|
Jul 14, 2025
Q2 2025
|
Leonard Rickey Investment Advisors P.L.L.C.
|
SELL
|
- |
-40- 1.47% |
$36.3K - $42.3K
|
2.69K
$2.57M
|
|
|
Jul 07, 2025
Q2 2025
|
Roxbury Financial LLC
Mount Arlington, NJ |
SELL
|
- |
-42- 3.44% |
$38.1K - $44.4K
|
1.18K
$1.12M
|
|
|
Jul 08, 2025
Q2 2025
|
Paladin Wealth, LLC
Arden Hills, MN |
SELL
|
- |
-43- 5.46% |
$39K - $45.4K
|
745
$711K
|
|
|
Jul 10, 2025
Q2 2025
|
North Crest Asset Manangement, LLC
|
SELL
|
- |
-45- 0.1% |
$40.9K - $47.6K
|
43.2K
$41.2M
|
|
|
Jul 16, 2025
Q2 2025
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-45- 0.87% |
$40.9K - $47.6K
|
5.13K
$4.89M
|
|
|
Jul 09, 2025
Q2 2025
|
Veracity Capital LLC
|
SELL
|
- |
-47- 3.17% |
$42.7K - $49.7K
|
1.44K
$1.37M
|
|
|
Jul 16, 2025
Q2 2025
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-48- 3.4% |
$43.6K - $50.7K
|
1.37K
$1.3M
|
|
|
Jul 17, 2025
Q2 2025
|
Norris Perne & French LLP
Grand Rapids, MI |
SELL
|
- |
-49- 1.16% |
$44.5K - $51.8K
|
4.19K
$4M
|
|
|
Jul 17, 2025
Q2 2025
|
Smith, Salley & Associates
|
SELL
|
- |
-49- 11.11% |
$44.5K - $51.8K
|
392
$374K
|
|
|
Jul 07, 2025
Q2 2025
|
Hms Capital Management, LLC
|
SELL
|
- |
-50- 18.12% |
$45.4K - $52.8K
|
226
$216K
|
|
|
Jul 10, 2025
Q2 2025
|
Arkfeld Wealth Strategies, L.L.C.
|
SELL
|
- |
-53- 2.78% |
$48.1K - $56K
|
1.85K
$1.77M
|
|
|
Jul 09, 2025
Q2 2025
|
Biltmore Wealth Management, LLC
|
SELL
|
- |
-55- 4.85% |
$49.9K - $58.1K
|
1.08K
$1.03M
|
|
|
Jul 07, 2025
Q2 2025
|
Global Wealth Strategies & Associates
Denver, CO |
SELL
|
- |
-55- 15.03% |
$49.9K - $58.1K
|
311
$297K
|
|
|
Jul 16, 2025
Q2 2025
|
Mbe Wealth Management, LLC
|
SELL
|
- |
-55- 12.5% |
$49.9K - $58.1K
|
385
$367K
|
|
|
Jul 17, 2025
Q2 2025
|
Flywheel Private Wealth LLC
Los Altos, CA |
SELL
|
- |
-55- 13.48% |
$49.9K - $58.1K
|
353
$337K
|
|
|
Jul 15, 2025
Q2 2025
|
Forte Capital LLC
|
SELL
|
- |
-56- 3.86% |
$50.9K - $59.2K
|
1.4K
$1.33M
|
|
|
Jul 11, 2025
Q2 2025
|
Oak Asset Management, LLC
|
SELL
|
- |
-56- 1.38% |
$50.9K - $59.2K
|
4.01K
$3.82M
|
|
|
Jul 10, 2025
Q2 2025
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
SELL
|
- |
-56- 0.28% |
$50.9K - $59.2K
|
20.3K
$19.3M
|
|
|
Jul 09, 2025
Q2 2025
|
Ayrshire Capital Management LLC
|
SELL
|
- |
-56- 0.65% |
$50.9K - $59.2K
|
8.6K
$8.2M
|
|
|
Jul 16, 2025
Q2 2025
|
Kiley Juergens Wealth Management, LLC
|
SELL
|
- |
-57- 0.17% |
$51.8K - $60.2K
|
33.6K
$32.1M
|
|
|
Jul 15, 2025
Q2 2025
|
Cora Capital Advisors LLC
Marlton, NJ |
SELL
|
- |
-59- 17.56% |
$53.6K - $62.4K
|
277
$264K
|
|
|
Jul 09, 2025
Q2 2025
|
Blodgett Wealth Advisors, LLC
|
SELL
|
- |
-60- 1.4% |
$54.5K - $63.4K
|
4.24K
$4.04M
|
|
|
Jul 15, 2025
Q2 2025
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
SELL
|
- |
-60- 1.1% |
$54.5K - $63.4K
|
5.41K
$5.16M
|
|
|
Jul 16, 2025
Q2 2025
|
Diversified Enterprises, LLC
Wilmington, DE |
SELL
|
- |
-60- 7.89% |
$54.5K - $63.4K
|
700
$668K
|
|
|
Jul 15, 2025
Q2 2025
|
Sheets Smith Wealth Management
|
SELL
|
- |
-61- 1.34% |
$55.4K - $64.5K
|
4.48K
$4.27M
|
|
|
Jul 16, 2025
Q2 2025
|
Townsend Asset Management Corp
|
SELL
|
- |
-61- 0.8% |
$55.4K - $64.5K
|
7.56K
$7.21M
|
|
|
Jul 08, 2025
Q2 2025
|
Atwood & Palmer Inc
|
SELL
|
- |
-61- 3.48% |
$55.4K - $64.5K
|
1.69K
$1.61M
|
|
|
Jul 16, 2025
Q2 2025
|
Diamant Asset Management, Inc.
|
SELL
|
- |
-62- 0.94% |
$56.3K - $65.5K
|
6.56K
$6.26M
|
|
|
Jul 17, 2025
Q2 2025
|
Alley Investment Management Company, LLC
|
SELL
|
- |
-64- 0.3% |
$58.1K - $67.6K
|
21.5K
$20.5M
|
|
|
Jul 16, 2025
Q2 2025
|
Kg&L Capital Management,Llc
|
SELL
|
- |
-64- 6.64% |
$58.1K - $67.6K
|
900
$859K
|
|
|
Jul 08, 2025
Q2 2025
|
Bard Financial Services, Inc.
|
SELL
|
- |
-65- 0.98% |
$59K - $68.7K
|
6.54K
$6.24M
|
|
|
Jul 09, 2025
Q2 2025
|
Key Client Fiduciary Advisors, LLC
|
SELL
|
- |
-67- 7.95% |
$60.8K - $70.8K
|
776
$740K
|
|
|
Jul 15, 2025
Q2 2025
|
Palumbo Wealth Management LLC
Great Neck, NY |
SELL
|
- |
-67- 0.96% |
$60.8K - $70.8K
|
6.92K
$6.6M
|
|
|
Jul 16, 2025
Q2 2025
|
Western Financial Corp/Ca
San Diego, CA |
SELL
|
- |
-69- 2.25% |
$62.7K - $72.9K
|
3K
$2.86M
|