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
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
70+ 2.64% |
$63.6K - $74K
|
2.72K
$2.59M
|
|
|
Jul 14, 2025
Q2 2025
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
69+ 3.91% |
$62.7K - $72.9K
|
1.83K
$1.75M
|
|
|
Jul 17, 2025
Q2 2025
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
69+ 4.49% |
$62.7K - $72.9K
|
1.61K
$1.53M
|
|
|
Jul 17, 2025
Q2 2025
|
Investment Research & Advisory Group, Inc.
|
BUY
|
- |
68+ 1.48% |
$61.8K - $71.9K
|
4.66K
$4.44M
|
|
|
Jul 11, 2025
Q2 2025
|
Petredis Investment Advisors LLC
Warrendale, PA |
BUY
|
- |
67+ 0.5% |
$60.8K - $70.8K
|
13.3K
$12.7M
|
|
|
Jul 15, 2025
Q2 2025
|
Financial Management Professionals, Inc.
|
BUY
|
- |
67+ 14.05% |
$60.8K - $70.8K
|
544
$519K
|
|
|
Jul 16, 2025
Q2 2025
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
65+ 11.55% |
$59K - $68.7K
|
628
$599K
|
|
|
Jul 17, 2025
Q2 2025
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
65+ 7.24% |
$59K - $68.7K
|
963
$919K
|
|
|
Jul 16, 2025
Q2 2025
|
Meridian Investment Counsel Inc.
Lafayette, CA |
BUY
|
- |
65+ 6.49% |
$59K - $68.7K
|
1.07K
$1.02M
|
|
|
Jul 14, 2025
Q2 2025
|
Chapin Davis, Inc.
Baltimore, MD |
BUY
|
- |
64+ 8.88% |
$58.1K - $67.6K
|
785
$749K
|
|
|
Jul 17, 2025
Q2 2025
|
Independence Bank Of Kentucky
|
BUY
|
- |
63+ 2.46% |
$57.2K - $66.6K
|
2.63K
$2.51M
|
|
|
Jul 16, 2025
Q2 2025
|
Nova Point Capital, LLC
|
BUY
|
- |
63+ 2.45% |
$57.2K - $66.6K
|
2.64K
$2.51M
|
|
|
Jul 15, 2025
Q2 2025
|
Motive Wealth Advisors
|
BUY
|
- |
62+ 13.39% |
$56.3K - $65.5K
|
525
$501K
|
|
|
Jul 17, 2025
Q2 2025
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
BUY
|
- |
62+ 6.11% |
$56.3K - $65.5K
|
1.08K
$1.03M
|
|
|
Jul 02, 2025
Q2 2025
|
Lvm Capital Management LTD
|
BUY
|
- |
60+ 10.17% |
$54.5K - $63.4K
|
650
$620K
|
|
|
Jul 09, 2025
Q2 2025
|
Lineweaver Wealth Advisors, LLC
|
BUY
|
- |
60+ 3.15% |
$54.5K - $63.4K
|
1.96K
$1.87M
|
|
|
Jul 16, 2025
Q2 2025
|
Rainier Family Wealth Inc
Tacoma, WA |
BUY
|
- |
59+ 6.36% |
$53.6K - $62.4K
|
987
$942K
|
|
|
Jul 16, 2025
Q2 2025
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
58+ 134.88% |
$52.7K - $61.3K
|
101
$96.3K
|
|
|
Jul 03, 2025
Q2 2025
|
Sage Capital Advisors,Llc
|
BUY
|
- |
57+ 0.59% |
$51.8K - $60.2K
|
9.8K
$9.34M
|
|
|
Jul 09, 2025
Q2 2025
|
Emprise Bank
Wichita, KS |
BUY
|
- |
56+ 2.22% |
$50.9K - $59.2K
|
2.58K
$2.46M
|
|
|
Jul 15, 2025
Q2 2025
|
Hidden Cove Wealth Management, LLC
Bainbridge Island, WA |
BUY
|
- |
55+ 12.09% |
$49.9K - $58.1K
|
510
$486K
|
|
|
Jul 15, 2025
Q2 2025
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
54+ 0.94% |
$49K - $57.1K
|
5.77K
$5.51M
|
|
|
Jul 17, 2025
Q2 2025
|
Wolff Wiese Magana LLC
|
BUY
|
- |
54+ 4.7% |
$49K - $57.1K
|
1.2K
$1.15M
|
|
|
Jul 08, 2025
Q2 2025
|
Boltwood Capital Management
|
BUY
|
- |
54+ 3.69% |
$49K - $57.1K
|
1.52K
$1.45M
|
|
|
Jul 15, 2025
Q2 2025
|
Kwmg, LLC
|
BUY
|
- |
54+ 7.47% |
$49K - $57.1K
|
777
$741K
|
|
|
Jul 09, 2025
Q2 2025
|
Thrive Wealth Management, LLC
|
BUY
|
- |
54+ 7.2% |
$49K - $57.1K
|
804
$767K
|
|
|
Jul 14, 2025
Q2 2025
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
51+ 7.81% |
$46.3K - $53.9K
|
704
$672K
|
|
|
Jul 14, 2025
Q2 2025
|
Cra Financial Services, LLC
|
BUY
|
- |
49+ 3.07% |
$44.5K - $51.8K
|
1.64K
$1.57M
|
|
|
Jul 11, 2025
Q2 2025
|
My Legacy Advisors, LLC
|
BUY
|
- |
49+ 1.69% |
$44.5K - $51.8K
|
2.95K
$2.81M
|
|
|
Jul 17, 2025
Q2 2025
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
47+ 8.48% |
$42.7K - $49.7K
|
601
$573K
|
|
|
Jul 10, 2025
Q2 2025
|
Compton Wealth Advisory Group, LLC
|
BUY
|
- |
47+ 1.21% |
$42.7K - $49.7K
|
3.93K
$3.75M
|
|
|
Jul 14, 2025
Q2 2025
|
Kure Advisory, LLC
Plymouth, MN |
BUY
|
- |
46+ 12.01% |
$41.8K - $48.6K
|
429
$409K
|
|
|
Jul 09, 2025
Q2 2025
|
Reyes Financial Architecture, Inc.
San Diego, CA |
BUY
|
- |
46+ 64.79% |
$41.8K - $48.6K
|
117
$112K
|
|
|
Jul 09, 2025
Q2 2025
|
Sunflower Bank, N.A.
Denver, CO |
BUY
|
- |
46+ 6.57% |
$41.8K - $48.6K
|
746
$712K
|
|
|
Jul 17, 2025
Q2 2025
|
Beacon Capital Management, LLC
|
BUY
|
- |
45+ 2.74% |
$40.9K - $47.6K
|
1.69K
$1.61M
|
|
|
Jul 14, 2025
Q2 2025
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
44+ 5.88% |
$40K - $46.5K
|
792
$755K
|
|
|
Jul 10, 2025
Q2 2025
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
44+ 12.22% |
$40K - $46.5K
|
404
$385K
|
|
|
Jul 16, 2025
Q2 2025
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
BUY
|
- |
43+ 172.0% |
$39K - $45.4K
|
68
$64.9K
|
|
|
Jul 16, 2025
Q2 2025
|
Crown Wealth Group, LLC
|
BUY
|
- |
42+ 3.57% |
$38.1K - $44.4K
|
1.22K
$1.16M
|
|
|
Jul 17, 2025
Q2 2025
|
Alpine Bank Wealth Management
Grand Junction, CO |
BUY
|
- |
41+ 4.5% |
$37.2K - $43.3K
|
952
$908K
|
|
|
Jul 02, 2025
Q2 2025
|
Howard Financial Services, Ltd.
|
BUY
|
- |
41+ 4.55% |
$37.2K - $43.3K
|
943
$900K
|
|
|
Jul 10, 2025
Q2 2025
|
Atticus Wealth Management, LLC
|
BUY
|
- |
41+ 1.15% |
$37.2K - $43.3K
|
3.6K
$3.43M
|
|
|
Jul 16, 2025
Q2 2025
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
40+ 3.78% |
$36.3K - $42.3K
|
1.1K
$1.05M
|
|
|
Jul 17, 2025
Q2 2025
|
Chicago Capital, LLC
|
BUY
|
- |
40+ 0.06% |
$36.3K - $42.3K
|
63.8K
$60.9M
|
|
|
Jul 03, 2025
Q2 2025
|
Trust CO Of The South
Greensboro, NC |
BUY
|
- |
40+ 6.66% |
$36.3K - $42.3K
|
641
$611K
|
|
|
Jul 17, 2025
Q2 2025
|
Coastline Trust CO
|
BUY
|
- |
39+ 0.4% |
$35.4K - $41.2K
|
9.73K
$9.28M
|
|
|
Jul 10, 2025
Q2 2025
|
Legacy Financial Strategies, LLC
Leawood, KS |
BUY
|
- |
37+ 16.16% |
$33.6K - $39.1K
|
266
$254K
|
|
|
Jul 15, 2025
Q2 2025
|
Well Done, LLC
|
BUY
|
- |
37+ 14.23% |
$33.6K - $39.1K
|
297
$283K
|
|
|
Jul 03, 2025
Q2 2025
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
37+ 0.91% |
$33.6K - $39.1K
|
4.12K
$3.93M
|
|
|
Jul 08, 2025
Q2 2025
|
Parisi Gray Wealth Management
|
BUY
|
- |
36+ 0.55% |
$32.7K - $38K
|
6.59K
$6.29M
|