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 17, 2025
Q2 2025
|
Addenda Capital Inc.
|
BUY
|
- |
249+ 2.14% |
$226K - $263K
|
11.9K
$11.3M
|
|
|
Jul 07, 2025
Q2 2025
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
248+ 14.04% |
$225K - $262K
|
2.01K
$1.92M
|
|
|
Jul 07, 2025
Q2 2025
|
Park Edge Advisors, LLC
Cleveland, OH |
BUY
|
- |
245+ 11.3% |
$222K - $259K
|
2.41K
$2.3M
|
|
|
Jul 08, 2025
Q2 2025
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
240+ 20.34% |
$218K - $254K
|
1.42K
$1.35M
|
|
|
Jul 15, 2025
Q2 2025
|
Maseco LLP
London, |
BUY
|
- |
235New |
$213K - $248K
|
235
$224K
|
|
|
Jul 09, 2025
Q2 2025
|
Clarus Wealth Advisors
|
BUY
|
- |
219+ 20.72% |
$199K - $231K
|
1.28K
$1.22M
|
|
|
Jul 14, 2025
Q2 2025
|
Edge Wealth Management LLC
|
BUY
|
- |
218New |
$198K - $230K
|
218
$208K
|
|
|
Jul 09, 2025
Q2 2025
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
BUY
|
- |
213New |
$193K - $225K
|
213
$203K
|
|
|
Jul 16, 2025
Q2 2025
|
American National Bank
|
BUY
|
- |
213+ 0.99% |
$193K - $225K
|
21.8K
$20.8M
|
|
|
Jul 14, 2025
Q2 2025
|
Act Advisors, Llc.
|
BUY
|
- |
210New |
$191K - $222K
|
210
$200K
|
|
|
Jul 08, 2025
Q2 2025
|
Northstar Advisory Group, LLC
|
BUY
|
- |
209New |
$190K - $221K
|
209
$199K
|
|
|
Jul 17, 2025
Q2 2025
|
Cyr Financial Inc.
Hennepin, IL |
BUY
|
- |
208+ 32.55% |
$189K - $220K
|
847
$808K
|
|
|
Jul 17, 2025
Q2 2025
|
Astoria Strategic Wealth, Inc.
|
BUY
|
- |
208New |
$189K - $220K
|
208
$198K
|
|
|
Jul 17, 2025
Q2 2025
|
New Perspectives, Inc
Tougaloo, MS |
BUY
|
- |
208New |
$189K - $220K
|
208
$198K
|
|
|
Jul 17, 2025
Q2 2025
|
Midwest Financial Group LLC
Overland Park, KS |
BUY
|
- |
206+ 19.0% |
$187K - $218K
|
1.29K
$1.23M
|
|
|
Jul 08, 2025
Q2 2025
|
21 West Wealth Management LLC
Tustin, CA |
BUY
|
- |
205New |
$186K - $217K
|
205
$196K
|
|
|
Jul 08, 2025
Q2 2025
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
202+ 7.58% |
$183K - $213K
|
2.87K
$2.73M
|
|
|
Jul 17, 2025
Q2 2025
|
Invesco, LLC
Des Plaines, IL |
BUY
|
- |
201+ 2.14% |
$183K - $212K
|
9.59K
$9.15M
|
|
|
Jul 16, 2025
Q2 2025
|
Chatham Capital Group, Inc.
|
BUY
|
- |
200+ 6.03% |
$182K - $211K
|
3.52K
$3.36M
|
|
|
Jul 11, 2025
Q2 2025
|
Aa Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
199+ 21.89% |
$181K - $210K
|
1.11K
$1.06M
|
|
|
Jul 10, 2025
Q2 2025
|
Perkins Coie Trust CO
|
BUY
|
- |
194+ 4.21% |
$176K - $205K
|
4.8K
$4.58M
|
|
|
Jul 16, 2025
Q2 2025
|
Essex Financial Services, Inc.
|
BUY
|
- |
192+ 4.34% |
$174K - $203K
|
4.61K
$4.4M
|
|
|
Jul 17, 2025
Q2 2025
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
191+ 4.31% |
$173K - $202K
|
4.62K
$4.41M
|
|
|
Jul 16, 2025
Q2 2025
|
Lvw Advisors, LLC
|
BUY
|
- |
184+ 8.8% |
$167K - $194K
|
2.27K
$2.17M
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
183+ 0.39% |
$166K - $193K
|
46.6K
$44.4M
|
|
|
Jul 14, 2025
Q2 2025
|
Masso Torrence Wealth Management Inc.
|
BUY
|
- |
182+ 44.07% |
$165K - $192K
|
595
$568K
|
|
|
Jul 17, 2025
Q2 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
182+ 0.99% |
$165K - $192K
|
18.5K
$17.7M
|
|
|
Jul 17, 2025
Q2 2025
|
Mattern Wealth Management LLC
|
BUY
|
- |
167+ 2.82% |
$152K - $176K
|
6.09K
$5.81M
|
|
|
Jul 08, 2025
Q2 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
166+ 1.06% |
$151K - $175K
|
15.8K
$15M
|
|
|
Jul 09, 2025
Q2 2025
|
Sivia Capital Partners, LLC
Mill Valley, CA |
BUY
|
- |
165+ 4.47% |
$150K - $174K
|
3.85K
$3.68M
|
|
|
Jul 08, 2025
Q2 2025
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
159+ 17.45% |
$144K - $168K
|
1.07K
$1.02M
|
|
|
Jul 10, 2025
Q2 2025
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
BUY
|
- |
159+ 5.66% |
$144K - $168K
|
2.97K
$2.83M
|
|
|
Jul 09, 2025
Q2 2025
|
Baron Wealth Management LLC
Troy, MI |
BUY
|
- |
158+ 62.2% |
$143K - $167K
|
412
$393K
|
|
|
Jul 15, 2025
Q2 2025
|
Dsg Capital Advisors, LLC
Edina, MN |
BUY
|
- |
157+ 1.84% |
$143K - $166K
|
8.71K
$8.31M
|
|
|
Jul 09, 2025
Q2 2025
|
Catalyst Private Wealth, LLC
|
BUY
|
- |
155+ 17.96% |
$141K - $164K
|
1.02K
$971K
|
|
|
Jul 16, 2025
Q2 2025
|
West Branch Capital LLC
|
BUY
|
- |
154+ 4.49% |
$140K - $163K
|
3.59K
$3.42M
|
|
|
Jul 09, 2025
Q2 2025
|
Financiere Des Professionnels Fonds D,Investissement Inc.
Montreal, A8 |
BUY
|
- |
152New |
$138K - $161K
|
152
$145K
|
|
|
Jul 17, 2025
Q2 2025
|
Cairn Investment Group, Inc.
|
BUY
|
- |
150+ 3.89% |
$136K - $159K
|
4.01K
$3.83M
|
|
|
Jul 02, 2025
Q2 2025
|
Hbw Advisory Services LLC
|
BUY
|
- |
150+ 10.52% |
$136K - $159K
|
1.58K
$1.5M
|
|
|
Jul 15, 2025
Q2 2025
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
147+ 10.22% |
$133K - $155K
|
1.59K
$1.51M
|
|
|
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 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 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
|