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 09, 2025
Q2 2025
|
Presidio Capital Management, LLC
|
BUY
|
- |
9+ 1.38% |
$8.17K - $9.51K
|
660
$630K
|
|
|
Jul 11, 2025
Q2 2025
|
Bridge Creek Capital Management LLC
|
BUY
|
- |
9+ 0.31% |
$8.17K - $9.51K
|
2.91K
$2.77M
|
|
|
Jul 14, 2025
Q2 2025
|
Westend Capital Management, LLC
Sausalito, CA |
BUY
|
- |
9+ 2.77% |
$8.17K - $9.51K
|
334
$319K
|
|
|
Jul 09, 2025
Q2 2025
|
Riversedge Advisors, LLC
|
BUY
|
- |
9+ 0.89% |
$8.17K - $9.51K
|
1.02K
$968K
|
|
|
Jul 11, 2025
Q2 2025
|
Great Waters Wealth Management
Minneapolis, MN |
BUY
|
- |
9+ 0.51% |
$8.17K - $9.51K
|
1.77K
$1.69M
|
|
|
Jul 10, 2025
Q2 2025
|
Oldfather Financial Services, LLC
|
BUY
|
- |
8+ 3.65% |
$7.27K - $8.45K
|
227
$217K
|
|
|
Jul 16, 2025
Q2 2025
|
Old Port Advisors
|
BUY
|
- |
8+ 1.08% |
$7.27K - $8.45K
|
750
$715K
|
|
|
Jul 09, 2025
Q2 2025
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
BUY
|
- |
7+ 1.57% |
$6.36K - $7.4K
|
453
$432K
|
|
|
Jul 14, 2025
Q2 2025
|
Hofer & Associates. Inc
Thousand Oaks, CA |
BUY
|
- |
7+ 0.51% |
$6.36K - $7.4K
|
1.37K
$1.3M
|
|
|
Jul 07, 2025
Q2 2025
|
Verde Capital Management
|
BUY
|
- |
7+ 2.35% |
$6.36K - $7.4K
|
305
$291K
|
|
|
Jul 08, 2025
Q2 2025
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
BUY
|
- |
7+ 2.3% |
$6.36K - $7.4K
|
312
$298K
|
|
|
Jul 16, 2025
Q2 2025
|
Charles Schwab Trust CO
|
BUY
|
- |
6+ 1.03% |
$5.45K - $6.34K
|
589
$562K
|
|
|
Jul 17, 2025
Q2 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
6+ 0.61% |
$5.45K - $6.34K
|
992
$946K
|
|
|
Jul 16, 2025
Q2 2025
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
BUY
|
- |
6+ 2.11% |
$5.45K - $6.34K
|
290
$277K
|
|
|
Jul 14, 2025
Q2 2025
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
6+ 0.03% |
$5.45K - $6.34K
|
17.3K
$16.5M
|
|
|
Jul 11, 2025
Q2 2025
|
Orrstown Financial Services Inc
Shippensburg, PA |
BUY
|
- |
6+ 0.32% |
$5.45K - $6.34K
|
1.87K
$1.79M
|
|
|
Jul 14, 2025
Q2 2025
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
BUY
|
- |
6+ 0.33% |
$5.45K - $6.34K
|
1.84K
$1.76M
|
|
|
Jul 07, 2025
Q2 2025
|
Retirement Wealth Solutions LLC
Marshfield, WI |
BUY
|
- |
6+ 9.23% |
$5.45K - $6.34K
|
71
$67.7K
|
|
|
Jul 09, 2025
Q2 2025
|
Westbourne Investments, Inc.
Arlington, VA |
BUY
|
- |
5+ 0.15% |
$4.54K - $5.28K
|
3.31K
$3.16M
|
|
|
Jul 17, 2025
Q2 2025
|
Summit Financial Strategies, Inc.
|
BUY
|
- |
5+ 1.42% |
$4.54K - $5.28K
|
358
$341K
|
|
|
Jul 09, 2025
Q2 2025
|
Byrne Asset Management LLC
|
BUY
|
- |
5+ 2.99% |
$4.54K - $5.28K
|
172
$164K
|
|
|
Jul 16, 2025
Q2 2025
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
5+ 0.15% |
$4.54K - $5.28K
|
3.4K
$3.24M
|
|
|
Jul 09, 2025
Q2 2025
|
Exchange Bank
Santa Rosa, CA |
BUY
|
- |
5+ 0.61% |
$4.54K - $5.28K
|
824
$786K
|
|
|
Jul 18, 2025
Q2 2025
|
Heritage Financial Services, LLC
|
BUY
|
- |
5+ 0.34% |
$4.54K - $5.28K
|
1.46K
$1.39M
|
|
|
Jul 11, 2025
Q2 2025
|
Wedge Capital Management L L P
|
BUY
|
- |
5+ 2.11% |
$4.54K - $5.28K
|
242
$231K
|
|
|
Jul 08, 2025
Q2 2025
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
4+ 0.96% |
$3.63K - $4.23K
|
421
$402K
|
|
|
Jul 09, 2025
Q2 2025
|
Inspirion Wealth Advisors, LLC
|
BUY
|
- |
4+ 0.44% |
$3.63K - $4.23K
|
918
$876K
|
|
|
Jul 16, 2025
Q2 2025
|
Independent Wealth Network Inc.
|
BUY
|
- |
4+ 0.38% |
$3.63K - $4.23K
|
1.05K
$998K
|
|
|
Jul 17, 2025
Q2 2025
|
G&S Capital LLC
|
BUY
|
- |
4+ 0.75% |
$3.63K - $4.23K
|
537
$512K
|
|
|
Jul 14, 2025
Q2 2025
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
4+ 0.66% |
$3.63K - $4.23K
|
611
$583K
|
|
|
Jul 18, 2025
Q2 2025
|
Brueske Advisory Services, LLC
Bellevue, WA |
BUY
|
- |
4+ 0.08% |
$3.63K - $4.23K
|
5.12K
$4.88M
|
|
|
Jul 10, 2025
Q2 2025
|
Piscataqua Savings Bank
|
BUY
|
- |
4+ 2.29% |
$3.63K - $4.23K
|
179
$171K
|
|
|
Jul 10, 2025
Q2 2025
|
Rockland Trust CO
|
BUY
|
- |
4+ 0.46% |
$3.63K - $4.23K
|
870
$830K
|
|
|
Jul 16, 2025
Q2 2025
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
3+ 0.09% |
$2.72K - $3.17K
|
3.25K
$3.1M
|
|
|
Jul 15, 2025
Q2 2025
|
Lynch & Associates
|
BUY
|
- |
3+ 0.83% |
$2.72K - $3.17K
|
363
$346K
|
|
|
Jul 07, 2025
Q2 2025
|
Schulz Wealth, Ltd.
Mansfield, TX |
BUY
|
- |
3+ 0.91% |
$2.72K - $3.17K
|
331
$316K
|
|
|
Jul 15, 2025
Q2 2025
|
Stone Crest Wealth Management, Inc.
Chandler, AZ |
BUY
|
- |
3+ 0.55% |
$2.72K - $3.17K
|
553
$528K
|
|
|
Jul 02, 2025
Q2 2025
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
3+ 0.98% |
$2.72K - $3.17K
|
308
$294K
|
|
|
Jul 11, 2025
Q2 2025
|
Marshall & Sullivan Inc
|
BUY
|
- |
2+ 0.17% |
$1.82K - $2.11K
|
1.21K
$1.16M
|
|
|
Jul 09, 2025
Q2 2025
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
2+ 0.07% |
$1.82K - $2.11K
|
2.95K
$2.82M
|
|
|
Jul 10, 2025
Q2 2025
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
2+ 0.33% |
$1.82K - $2.11K
|
602
$574K
|
|
|
Jul 16, 2025
Q2 2025
|
Bank Plus Wealth Management LLC
Jackson, MS |
BUY
|
- |
2+ 0.29% |
$1.82K - $2.11K
|
683
$652K
|
|
|
Jul 17, 2025
Q2 2025
|
Bluesphere Advisors, LLC
East Norriton, PA |
BUY
|
- |
2+ 0.48% |
$1.82K - $2.11K
|
420
$401K
|
|
|
Jul 17, 2025
Q2 2025
|
Cornerstone Wealth Advisors, Inc.
|
BUY
|
- |
2+ 0.59% |
$1.82K - $2.11K
|
342
$326K
|
|
|
Jul 08, 2025
Q2 2025
|
Rise Advisors, LLC
|
BUY
|
- |
2+ 0.26% |
$1.82K - $2.11K
|
783
$747K
|
|
|
Jul 14, 2025
Q2 2025
|
Revisor Wealth Management LLC
Akron, OH |
BUY
|
- |
2+ 0.55% |
$1.82K - $2.11K
|
364
$347K
|
|
|
Jul 10, 2025
Q2 2025
|
Weinberger Asset Management, Inc
Los Angeles, CA |
BUY
|
- |
2+ 0.2% |
$1.82K - $2.11K
|
982
$937K
|
|
|
Jul 17, 2025
Q2 2025
|
Gleason Group, Inc.
|
BUY
|
- |
2+ 0.15% |
$1.82K - $2.11K
|
1.32K
$1.26M
|
|
|
Jul 14, 2025
Q2 2025
|
Pacifica Partners Inc.
|
BUY
|
- |
2+ 0.23% |
$1.82K - $2.11K
|
861
$821K
|
|
|
Jul 07, 2025
Q2 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
2+ 0.01% |
$1.82K - $2.11K
|
22.8K
$21.7M
|