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 02, 2025
Q2 2025
|
Jacobs & CO
|
SELL
|
- |
-764- 2.95% |
$694K - $807K
|
25.1K
$24M
|
|
|
Jul 16, 2025
Q2 2025
|
Howard Capital Management Group, LLC
|
SELL
|
- |
-767- 1.34% |
$697K - $811K
|
56.3K
$53.7M
|
|
|
Jul 09, 2025
Q2 2025
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-767- 37.65% |
$697K - $811K
|
1.27K
$1.21M
|
|
|
Jul 15, 2025
Q2 2025
|
Jarislowsky, Fraser LTD
|
SELL
|
- |
-786- 1.66% |
$714K - $831K
|
46.6K
$44.5M
|
|
|
Jul 08, 2025
Q2 2025
|
S.E.E.D. Planning Group LLC
|
SELL
|
- |
-790- 9.6% |
$717K - $835K
|
7.44K
$7.1M
|
|
|
Jul 16, 2025
Q2 2025
|
Tbh Global Asset Management, LLC
Brentwood, TN |
SELL
|
- |
-849- 14.74% |
$771K - $897K
|
4.91K
$4.68M
|
|
|
Jul 10, 2025
Q2 2025
|
Tompkins Financial Corp
|
SELL
|
- |
-866- 5.79% |
$786K - $915K
|
14.1K
$13.5M
|
|
|
Jul 09, 2025
Q2 2025
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-925- 9.63% |
$840K - $978K
|
8.68K
$8.28M
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
SELL
|
- |
-996- 0.32% |
$904K - $1.05M
|
312K
$297M
|
|
|
Jul 18, 2025
Q2 2025
|
Hudson Value Partners, LLC
|
SELL
|
- |
-1.15K- 12.4% |
$1.04M - $1.21M
|
8.11K
$7.74M
|
|
|
Jul 17, 2025
Q2 2025
|
Cwa Asset Management Group, LLC
|
SELL
|
- |
-1.15K- 3.14% |
$1.05M - $1.22M
|
35.5K
$33.8M
|
|
|
Jul 17, 2025
Q2 2025
|
Rempart Asset Management Inc.
Montreal, Z4 |
SELL
|
- |
-1.18K- 3.47% |
$1.07M - $1.24M
|
32.8K
$31.3M
|
|
|
Jul 16, 2025
Q2 2025
|
Dakota Wealth Management
|
SELL
|
- |
-1.18K- 2.1% |
$1.07M - $1.25M
|
54.9K
$52.4M
|
|
|
Jul 18, 2025
Q2 2025
|
Ami Asset Management Corp
|
SELL
|
- |
-1.24K- 4.92% |
$1.12M - $1.31M
|
23.9K
$22.8M
|
|
|
Jul 17, 2025
Q2 2025
|
E Rn Financial, LLC
|
SELL
|
- |
-1.34K- 69.89% |
$1.21M - $1.41M
|
576
$549K
|
|
|
Jul 09, 2025
Q2 2025
|
Sapient Capital LLC
Indianapolis, IN |
SELL
|
- |
-1.36K- 1.35% |
$1.24M - $1.44M
|
99.7K
$95.1M
|
|
|
Jul 17, 2025
Q2 2025
|
Camelot Portfolios, LLC
|
SELL
|
- |
-1.39K- 86.17% |
$1.26M - $1.47M
|
223
$213K
|
|
|
Jul 10, 2025
Q2 2025
|
Carderock Capital Management Inc
|
SELL
|
- |
-1.52K- 14.14% |
$1.38M - $1.6M
|
9.21K
$8.79M
|
|
|
Jul 14, 2025
Q2 2025
|
Mechanics Bank Trust Department
|
SELL
|
- |
-1.69K- 9.06% |
$1.54M - $1.79M
|
17K
$16.2M
|
|
|
Jul 09, 2025
Q2 2025
|
Procyon Advisors, LLC
|
SELL
|
- |
-1.83K- 17.16% |
$1.66M - $1.93M
|
8.83K
$8.42M
|
|
|
Jul 18, 2025
Q2 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-1.99K- 1.35% |
$1.8M - $2.1M
|
145K
$138M
|
|
|
Jul 16, 2025
Q2 2025
|
Patton Fund Management, Inc.
|
SELL
|
- |
-2.12K- 43.24% |
$1.92M - $2.24M
|
2.78K
$2.65M
|
|
|
Jul 11, 2025
Q2 2025
|
Umb Bank, N.A.
|
SELL
|
- |
-2.25K- 2.47% |
$2.05M - $2.38M
|
88.8K
$84.7M
|
|
|
Jul 17, 2025
Q2 2025
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-2.34K- 12.76% |
$2.12M - $2.47M
|
16K
$15.2M
|
|
|
Jul 10, 2025
Q2 2025
|
Community Trust & Investment CO
|
SELL
|
- |
-2.45K- 13.17% |
$2.22M - $2.59M
|
16.2K
$15.4M
|
|
|
Jul 17, 2025
Q2 2025
|
Hb Wealth Management, LLC
|
SELL
|
- |
-2.7K- 10.06% |
$2.45M - $2.85M
|
24.1K
$23M
|
|
|
Jul 18, 2025
Q2 2025
|
Clarity Financial LLC
|
SELL
|
- |
-2.77K- 7.61% |
$2.51M - $2.92M
|
33.6K
$32M
|
|
|
Jul 18, 2025
Q2 2025
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-2.96K- 14.4% |
$2.69M - $3.13M
|
17.6K
$16.8M
|
|
|
Jul 11, 2025
Q2 2025
|
Arthur M. Cohen & Associates, LLC
|
SELL
|
- |
-3.15K- 16.48% |
$2.86M - $3.33M
|
16K
$15.2M
|
|
|
Jul 14, 2025
Q2 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-6.42K- 41.62% |
$5.83M - $6.78M
|
9K
$8.59M
|
|
|
Jul 15, 2025
Q2 2025
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-8.2K- 85.26% |
$7.45M - $8.67M
|
1.42K
$1.35M
|
|
|
Jul 09, 2025
Q2 2025
|
Gateway Investment Advisers LLC
|
SELL
|
- |
-8.43K- 8.11% |
$7.65M - $8.91M
|
95.5K
$91.1M
|
|
|
Jul 10, 2025
Q2 2025
|
Alecta Tjanstepension Omsesidigt
|
SELL
|
- |
-9.2K- 6.17% |
$8.35M - $9.72M
|
140K
$134M
|
|
|
Jul 18, 2025
Q2 2025
|
Robeco Institutional Asset Management B.V.
|
SELL
|
- |
-16.6K- 3.67% |
$15.1M - $17.6M
|
437K
$417M
|
|
|
Jul 16, 2025
Q2 2025
|
Congress Asset Management CO
|
SELL
|
- |
-17.3K- 7.14% |
$15.7M - $18.2M
|
224K
$214M
|
|
|
Jul 17, 2025
Q2 2025
|
Emerald Advisors, LLC
|
SELL
|
- |
-18.6K- 2.87% |
$16.8M - $19.6M
|
629K
$600M
|
|
|
Jul 11, 2025
Q2 2025
|
Livforsakringsbolaget Skandia, Omsesidigt
Stockholm, V7 |
SELL
|
- |
-31.4K- 65.39% |
$28.6M - $33.2M
|
16.6K
$15.9M
|
|
|
Jul 11, 2025
Q2 2025
|
Assenagon Asset Management S.A.
|
SELL
|
- |
-378K- 31.36% |
$343M - $399M
|
826K
$788M
|