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
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
BUY
|
- |
23+ 1.53% |
$20.9K - $24.3K
|
1.52K
$1.45M
|
|
|
Jul 18, 2025
Q2 2025
|
Ewa, LLC
Pittsbugh, PA |
BUY
|
- |
22+ 1.46% |
$20K - $23.3K
|
1.52K
$1.45M
|
|
|
Jul 09, 2025
Q2 2025
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
21+ 2.78% |
$19.1K - $22.2K
|
777
$741K
|
|
|
Jul 09, 2025
Q2 2025
|
Olio Financial Planning
|
BUY
|
- |
21+ 7.37% |
$19.1K - $22.2K
|
306
$292K
|
|
|
Jul 18, 2025
Q2 2025
|
Centricity Wealth Management, LLC
Westerville, OH |
BUY
|
- |
21+ 4.29% |
$19.1K - $22.2K
|
510
$486K
|
|
|
Jul 07, 2025
Q2 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
21+ 1.38% |
$19.1K - $22.2K
|
1.54K
$1.47M
|
|
|
Jul 15, 2025
Q2 2025
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
20+ 17.86% |
$18.2K - $21.1K
|
132
$126K
|
|
|
Jul 17, 2025
Q2 2025
|
Tabr Capital Management, LLC
Orange, CA |
BUY
|
- |
19+ 4.22% |
$17.3K - $20.1K
|
469
$447K
|
|
|
Jul 17, 2025
Q2 2025
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
19+ 7.88% |
$17.3K - $20.1K
|
260
$248K
|
|
|
Jul 18, 2025
Q2 2025
|
Panoramic Capital Partners, LLC
Lake Oswego, OR |
BUY
|
- |
19+ 1.07% |
$17.3K - $20.1K
|
1.8K
$1.72M
|
|
|
Jul 14, 2025
Q2 2025
|
Acropolis Investment Management, LLC
|
BUY
|
- |
18+ 1.53% |
$16.3K - $19K
|
1.2K
$1.14M
|
|
|
Jul 18, 2025
Q2 2025
|
Madrona Financial Services, LLC
|
BUY
|
- |
18+ 0.31% |
$16.3K - $19K
|
5.77K
$5.5M
|
|
|
Jul 16, 2025
Q2 2025
|
Blossom Wealth Management
|
BUY
|
- |
18+ 2.42% |
$16.3K - $19K
|
763
$728K
|
|
|
Jul 09, 2025
Q2 2025
|
Triumph Capital Management
|
BUY
|
- |
18+ 6.43% |
$16.3K - $19K
|
298
$284K
|
|
|
Jul 09, 2025
Q2 2025
|
Westmount Partners, LLC
Los Angeles, CA |
BUY
|
- |
17+ 0.49% |
$15.4K - $18K
|
3.47K
$3.31M
|
|
|
Jul 17, 2025
Q2 2025
|
Grandview Asset Management LLC
|
BUY
|
- |
17+ 0.59% |
$15.4K - $18K
|
2.88K
$2.75M
|
|
|
Jul 10, 2025
Q2 2025
|
Burns J W & CO Inc
|
BUY
|
- |
17+ 0.12% |
$15.4K - $18K
|
14.2K
$13.6M
|
|
|
Jul 18, 2025
Q2 2025
|
Bourgeon Capital Management LLC
|
BUY
|
- |
17+ 3.62% |
$15.4K - $18K
|
487
$465K
|
|
|
Jul 10, 2025
Q2 2025
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
17+ 0.84% |
$15.4K - $18K
|
2.05K
$1.96M
|
|
|
Jul 16, 2025
Q2 2025
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
16+ 0.6% |
$14.5K - $16.9K
|
2.69K
$2.57M
|
|
|
Jul 16, 2025
Q2 2025
|
Traveka Wealth, LLC
San Jose, CA |
BUY
|
- |
16+ 0.88% |
$14.5K - $16.9K
|
1.84K
$1.76M
|
|
|
Jul 17, 2025
Q2 2025
|
Moody Lynn & Lieberson, LLC
|
BUY
|
- |
16+ 0.42% |
$14.5K - $16.9K
|
3.86K
$3.68M
|
|
|
Jul 08, 2025
Q2 2025
|
Dover Advisors, LLC
Richmond, VA |
BUY
|
- |
16+ 1.4% |
$14.5K - $16.9K
|
1.16K
$1.11M
|
|
|
Jul 16, 2025
Q2 2025
|
Novem Group
Rochester, NY |
BUY
|
- |
15+ 2.37% |
$13.6K - $15.9K
|
648
$618K
|
|
|
Jul 17, 2025
Q2 2025
|
Fmb Wealth Management
Westlake Village, CA |
BUY
|
- |
15+ 6.49% |
$13.6K - $15.9K
|
246
$235K
|
|
|
Jul 11, 2025
Q2 2025
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
15+ 0.28% |
$13.6K - $15.9K
|
5.36K
$5.12M
|
|
|
Jul 09, 2025
Q2 2025
|
Towerpoint Wealth, LLC
Sacramento, CA |
BUY
|
- |
15+ 0.7% |
$13.6K - $15.9K
|
2.17K
$2.07M
|
|
|
Jul 14, 2025
Q2 2025
|
Lcm Capital Management Inc
|
BUY
|
- |
14+ 0.72% |
$12.7K - $14.8K
|
1.97K
$1.88M
|
|
|
Jul 08, 2025
Q2 2025
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
BUY
|
- |
13+ 3.13% |
$11.8K - $13.7K
|
429
$409K
|
|
|
Jul 17, 2025
Q2 2025
|
Scott & Selber, Inc.
|
BUY
|
- |
13+ 0.54% |
$11.8K - $13.7K
|
2.44K
$2.32M
|
|
|
Jul 14, 2025
Q2 2025
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
13+ 1.26% |
$11.8K - $13.7K
|
1.05K
$998K
|
|
|
Jul 17, 2025
Q2 2025
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
13+ 11.71% |
$11.8K - $13.7K
|
124
$118K
|
|
|
Jul 09, 2025
Q2 2025
|
Gsg Advisors LLC
Mount Laurel, NJ |
BUY
|
- |
12+ 2.6% |
$10.9K - $12.7K
|
474
$452K
|
|
|
Jul 10, 2025
Q2 2025
|
Park Capital Management, LLC / Wi
Madison, WI |
BUY
|
- |
12+ 4.53% |
$10.9K - $12.7K
|
277
$264K
|
|
|
Jul 10, 2025
Q2 2025
|
Grove Bank & Trust
|
BUY
|
- |
11+ 0.16% |
$9.99K - $11.6K
|
6.95K
$6.63M
|
|
|
Jul 17, 2025
Q2 2025
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
11+ 3.45% |
$9.99K - $11.6K
|
330
$315K
|
|
|
Jul 14, 2025
Q2 2025
|
Ridgewood Investments LLC
|
BUY
|
- |
11+ 7.43% |
$9.99K - $11.6K
|
159
$152K
|
|
|
Jul 17, 2025
Q2 2025
|
Walker Asset Management, LLC
|
BUY
|
- |
10+ 1.89% |
$9.08K - $10.6K
|
538
$513K
|
|
|
Jul 09, 2025
Q2 2025
|
Sawyer & Company, Inc
|
BUY
|
- |
10+ 2.78% |
$9.08K - $10.6K
|
370
$353K
|
|
|
Jul 17, 2025
Q2 2025
|
Eclectic Associates Inc
|
BUY
|
- |
10+ 0.99% |
$9.08K - $10.6K
|
1.03K
$978K
|
|
|
Jul 16, 2025
Q2 2025
|
Ascent Capital Management, LLC
Bend, OR |
BUY
|
- |
10+ 0.99% |
$9.08K - $10.6K
|
1.02K
$972K
|
|
|
Jul 14, 2025
Q2 2025
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
10+ 1.4% |
$9.08K - $10.6K
|
723
$690K
|
|
|
Jul 18, 2025
Q2 2025
|
Forbes J M & CO LLP
|
BUY
|
- |
10+ 0.42% |
$9.08K - $10.6K
|
2.41K
$2.3M
|
|
|
Jul 15, 2025
Q2 2025
|
Unified Investment Management
Atlanta, GA |
BUY
|
- |
10+ 1.57% |
$9.08K - $10.6K
|
646
$616K
|
|
|
Jul 07, 2025
Q2 2025
|
Investors Research Corp
|
BUY
|
- |
9New |
$8.17K - $9.51K
|
9
$8.59K
|
|
|
Jul 14, 2025
Q2 2025
|
Seek First Inc.
Campbell, CA |
BUY
|
- |
9+ 2.58% |
$8.17K - $9.51K
|
358
$341K
|
|
|
Jul 14, 2025
Q2 2025
|
Crew Capital Management, Ltd.
|
BUY
|
- |
9+ 3.7% |
$8.17K - $9.51K
|
252
$240K
|
|
|
Jul 08, 2025
Q2 2025
|
First National Corp
|
BUY
|
- |
9+ 0.25% |
$8.17K - $9.51K
|
3.64K
$3.48M
|
|
|
Jul 14, 2025
Q2 2025
|
Parkshore Wealth Management, Inc.
Granite Bay, CA |
BUY
|
- |
9+ 3.75% |
$8.17K - $9.51K
|
249
$238K
|
|
|
Jul 14, 2025
Q2 2025
|
Occidental Asset Management, LLC
|
BUY
|
- |
9+ 1.32% |
$8.17K - $9.51K
|
693
$661K
|