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 18, 2025
Q2 2025
|
Pacific Point Advisors, LLC
Rancho Santa Fe, CA |
BUY
|
- |
48+ 2.04% |
$43.6K - $50.7K
|
2.4K
$2.29M
|
|
|
Jul 10, 2025
Q2 2025
|
Compton Wealth Advisory Group, LLC
|
BUY
|
- |
47+ 1.21% |
$42.7K - $49.7K
|
3.93K
$3.75M
|
|
|
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 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 14, 2025
Q2 2025
|
Kure Advisory, LLC
Plymouth, MN |
BUY
|
- |
46+ 12.01% |
$41.8K - $48.6K
|
429
$409K
|
|
|
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 10, 2025
Q2 2025
|
Atticus Wealth Management, LLC
|
BUY
|
- |
41+ 1.15% |
$37.2K - $43.3K
|
3.6K
$3.43M
|
|
|
Jul 02, 2025
Q2 2025
|
Howard Financial Services, Ltd.
|
BUY
|
- |
41+ 4.55% |
$37.2K - $43.3K
|
943
$900K
|
|
|
Jul 17, 2025
Q2 2025
|
Alpine Bank Wealth Management
Grand Junction, CO |
BUY
|
- |
41+ 4.5% |
$37.2K - $43.3K
|
952
$908K
|
|
|
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 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
|
Coastline Trust CO
|
BUY
|
- |
39+ 0.4% |
$35.4K - $41.2K
|
9.73K
$9.28M
|
|
|
Jul 15, 2025
Q2 2025
|
Well Done, LLC
|
BUY
|
- |
37+ 14.23% |
$33.6K - $39.1K
|
297
$283K
|
|
|
Jul 10, 2025
Q2 2025
|
Legacy Financial Strategies, LLC
Leawood, KS |
BUY
|
- |
37+ 16.16% |
$33.6K - $39.1K
|
266
$254K
|
|
|
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
|
|
|
Jul 03, 2025
Q2 2025
|
Mc Lean Asset Management Corp
|
BUY
|
- |
35+ 3.74% |
$31.8K - $37K
|
971
$926K
|
|
|
Jul 07, 2025
Q2 2025
|
Zevenbergen Capital Investments LLC
Seattle, WA |
BUY
|
- |
35+ 0.43% |
$31.8K - $37K
|
8.13K
$7.76M
|
|
|
Jul 10, 2025
Q2 2025
|
Cwc Advisors, Llc.
Lake Oswego, OR |
BUY
|
- |
35+ 10.64% |
$31.8K - $37K
|
364
$347K
|
|
|
Jul 01, 2025
Q2 2025
|
Rowland & CO Investment Counsel
Atlanta, GA |
BUY
|
- |
34+ 0.68% |
$30.9K - $35.9K
|
5.05K
$4.82M
|
|
|
Jul 17, 2025
Q2 2025
|
Oakworth Capital, Inc.
|
BUY
|
- |
33+ 1.73% |
$30K - $34.9K
|
1.94K
$1.85M
|
|
|
Jul 17, 2025
Q2 2025
|
Xml Financial, LLC
|
BUY
|
- |
33+ 0.74% |
$30K - $34.9K
|
4.52K
$4.31M
|
|
|
Jul 10, 2025
Q2 2025
|
Pachira Investments Inc.
|
BUY
|
- |
33+ 3.0% |
$30K - $34.9K
|
1.13K
$1.08M
|
|
|
Jul 18, 2025
Q2 2025
|
Requisite Capital Management, LLC
|
BUY
|
- |
32+ 13.97% |
$29.1K - $33.8K
|
261
$249K
|
|
|
Jul 16, 2025
Q2 2025
|
Cadent Capital Advisors, LLC
|
BUY
|
- |
31+ 4.06% |
$28.2K - $32.8K
|
795
$758K
|
|
|
Jul 18, 2025
Q2 2025
|
Victrix Investment Advisors
Stuart, FL |
BUY
|
- |
31+ 4.53% |
$28.2K - $32.8K
|
716
$683K
|
|
|
Jul 14, 2025
Q2 2025
|
Argentarii, LLC
Cincinnati, OH |
BUY
|
- |
30+ 0.6% |
$27.2K - $31.7K
|
5.03K
$4.8M
|
|
|
Jul 15, 2025
Q2 2025
|
Big Sur Wealth Management LLC
Miami, FL |
BUY
|
- |
30+ 0.97% |
$27.2K - $31.7K
|
3.11K
$2.97M
|
|
|
Jul 07, 2025
Q2 2025
|
Gk Wealth Management LLC
Reno, NV |
BUY
|
- |
29+ 12.83% |
$26.3K - $30.6K
|
255
$243K
|
|
|
Jul 15, 2025
Q2 2025
|
Oxinas Partners Wealth Management LLC
|
BUY
|
- |
29+ 11.46% |
$26.3K - $30.6K
|
282
$269K
|
|
|
Jul 16, 2025
Q2 2025
|
Encompass Wealth Advisors, LLC
|
BUY
|
- |
29+ 0.54% |
$26.3K - $30.6K
|
5.44K
$5.19M
|
|
|
Jul 11, 2025
Q2 2025
|
Mitchell & Pahl Private Wealth, LLC
|
BUY
|
- |
28+ 1.0% |
$25.4K - $29.6K
|
2.84K
$2.71M
|
|
|
Jul 09, 2025
Q2 2025
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
BUY
|
- |
28+ 38.36% |
$25.4K - $29.6K
|
101
$96.3K
|
|
|
Jul 08, 2025
Q2 2025
|
First International Bank & Trust
Watford City, ND |
BUY
|
- |
28+ 1.65% |
$25.4K - $29.6K
|
1.72K
$1.64M
|
|
|
Jul 14, 2025
Q2 2025
|
A&I Financial Services, LLC
Lone Tree, CO |
BUY
|
- |
27+ 8.16% |
$24.5K - $28.5K
|
358
$341K
|
|
|
Jul 11, 2025
Q2 2025
|
Harbour Capital Advisors, LLC
|
BUY
|
- |
27+ 0.41% |
$24.5K - $28.5K
|
6.64K
$6.33M
|
|
|
Jul 07, 2025
Q2 2025
|
Peterson Wealth Advisors, LLC
|
BUY
|
- |
26+ 4.55% |
$23.6K - $27.5K
|
597
$569K
|
|
|
Jul 16, 2025
Q2 2025
|
Bay Bridge Capital Group, LLC
Pleasanton, CA |
BUY
|
- |
26+ 1.42% |
$23.6K - $27.5K
|
1.86K
$1.77M
|
|
|
Jul 18, 2025
Q2 2025
|
First United Bank & Trust
|
BUY
|
- |
26+ 1.04% |
$23.6K - $27.5K
|
2.52K
$2.4M
|
|
|
Jul 10, 2025
Q2 2025
|
Three Seasons Wealth, LLC
Salt Lake City, UT |
BUY
|
- |
25+ 6.33% |
$22.7K - $26.4K
|
420
$401K
|
|
|
Jul 09, 2025
Q2 2025
|
Bulwark Capital Corp
Fernandina Beach, FL |
BUY
|
- |
25New |
$22.7K - $26.4K
|
25
$23.8K
|
|
|
Jul 03, 2025
Q2 2025
|
Rb Capital Management, LLC
|
BUY
|
- |
24+ 0.14% |
$21.8K - $25.4K
|
17K
$16.2M
|
|
|
Jul 09, 2025
Q2 2025
|
Berkshire Bank
|
BUY
|
- |
24+ 1.7% |
$21.8K - $25.4K
|
1.44K
$1.37M
|
|
|
Jul 17, 2025
Q2 2025
|
Lockerman Financial Group, Inc.
|
BUY
|
- |
24+ 4.48% |
$21.8K - $25.4K
|
560
$534K
|