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 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
|
|
|
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 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 09, 2025
Q2 2025
|
Affinity Capital Advisors, LLC
|
BUY
|
- |
102+ 15.91% |
$92.6K - $108K
|
743
$709K
|
|
|
Jul 16, 2025
Q2 2025
|
Owen La Rue, LLC
Elizabethtown, KY |
BUY
|
- |
102+ 5.26% |
$92.6K - $108K
|
2.04K
$1.95M
|
|
|
Jul 18, 2025
Q2 2025
|
Childress Capital Advisors, LLC
Houston, TX |
BUY
|
- |
101+ 7.87% |
$91.7K - $107K
|
1.38K
$1.32M
|
|
|
Jul 15, 2025
Q2 2025
|
Smith & Howard Wealth Management, LLC
|
BUY
|
- |
100+ 11.03% |
$90.8K - $106K
|
1.01K
$961K
|
|
|
Jul 07, 2025
Q2 2025
|
Veery Capital, LLC
|
BUY
|
- |
100+ 11.66% |
$90.8K - $106K
|
958
$914K
|
|
|
Jul 08, 2025
Q2 2025
|
Sandbox Financial Partners, LLC
Bethesda, MD |
BUY
|
- |
100+ 5.0% |
$90.8K - $106K
|
2.1K
$2.01M
|
|
|
Jul 14, 2025
Q2 2025
|
Lederer & Associates Investment Counsel
Long Beach, CA |
BUY
|
- |
100+ 4.84% |
$90.8K - $106K
|
2.17K
$2.07M
|
|
|
Jul 07, 2025
Q2 2025
|
Wealth Alliance Advisory Group, LLC
|
BUY
|
- |
99+ 5.04% |
$89.9K - $105K
|
2.06K
$1.97M
|
|
|
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
|
Everpar Advisors LLC
Tulsa, OK |
BUY
|
- |
97+ 17.67% |
$88.1K - $103K
|
646
$616K
|
|
|
Jul 14, 2025
Q2 2025
|
Foster Group, Inc.
|
BUY
|
- |
97+ 9.57% |
$88.1K - $103K
|
1.11K
$1.06M
|
|
|
Jul 08, 2025
Q2 2025
|
Richard P Slaughter Associates Inc
|
BUY
|
- |
96+ 7.8% |
$87.2K - $101K
|
1.33K
$1.27M
|
|
|
Jul 08, 2025
Q2 2025
|
Legacy Private Trust Co.
|
BUY
|
- |
95+ 1.2% |
$86.3K - $100K
|
8K
$7.63M
|
|
|
Jul 17, 2025
Q2 2025
|
Covenant Asset Management, LLC
|
BUY
|
- |
95+ 2.28% |
$86.3K - $100K
|
4.27K
$4.07M
|
|
|
Jul 15, 2025
Q2 2025
|
Graypoint LLC
|
BUY
|
- |
95+ 2.9% |
$86.3K - $100K
|
3.37K
$3.22M
|
|
|
Jul 16, 2025
Q2 2025
|
Processus Wealth & Capital Management, LLC
Brentwood, TN |
BUY
|
- |
95+ 2.05% |
$86.3K - $100K
|
4.72K
$4.51M
|
|
|
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 09, 2025
Q2 2025
|
Beacon Financial Group
|
BUY
|
- |
87+ 10.64% |
$79K - $91.9K
|
905
$863K
|
|
|
Jul 15, 2025
Q2 2025
|
Carr Financial Group Corp
Worcester, MA |
BUY
|
- |
87+ 12.1% |
$79K - $91.9K
|
806
$769K
|
|
|
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 11, 2025
Q2 2025
|
Bell Bank
|
BUY
|
- |
83+ 3.25% |
$75.4K - $87.7K
|
2.63K
$2.51M
|
|
|
Jul 14, 2025
Q2 2025
|
Able Financial Group, LLC
Scottsdale, AZ |
BUY
|
- |
83+ 2.01% |
$75.4K - $87.7K
|
4.22K
$4.02M
|
|
|
Jul 09, 2025
Q2 2025
|
Mirador Capital Partners LP
|
BUY
|
- |
83+ 1.61% |
$75.4K - $87.7K
|
5.25K
$5.01M
|
|
|
Jul 17, 2025
Q2 2025
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
82+ 4.81% |
$74.5K - $86.7K
|
1.79K
$1.7M
|
|
|
Jul 09, 2025
Q2 2025
|
Stokes Capital Advisors, LLC
|
BUY
|
- |
81+ 0.75% |
$73.6K - $85.6K
|
10.9K
$10.4M
|
|
|
Jul 14, 2025
Q2 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
81+ 15.52% |
$73.6K - $85.6K
|
603
$575K
|
|
|
Jul 09, 2025
Q2 2025
|
Pines Wealth Management, LLC
Southern Pines, NC |
BUY
|
- |
81+ 4.19% |
$73.6K - $85.6K
|
2.01K
$1.92M
|
|
|
Jul 08, 2025
Q2 2025
|
Adamsbrown Wealth Consultants LLC
|
BUY
|
- |
81+ 32.79% |
$73.6K - $85.6K
|
328
$313K
|
|
|
Jul 16, 2025
Q2 2025
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
80+ 4.21% |
$72.7K - $84.5K
|
1.98K
$1.89M
|
|
|
Jul 09, 2025
Q2 2025
|
Gilman Hill Asset Management, LLC
|
BUY
|
- |
79+ 13.67% |
$71.7K - $83.5K
|
657
$627K
|
|
|
Jul 11, 2025
Q2 2025
|
Kaufman Rossin Wealth, LLC
Miami, FL |
BUY
|
- |
77+ 9.83% |
$69.9K - $81.4K
|
860
$820K
|
|
|
Jul 07, 2025
Q2 2025
|
Osprey Private Wealth LLC
New York, NY |
BUY
|
- |
75+ 1.68% |
$68.1K - $79.3K
|
4.54K
$4.33M
|