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 14, 2025
Q2 2025
|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
BUY
|
- |
1+ 0.08% |
$908 - $1.06K
|
1.24K
$1.18M
|
|
|
Jul 18, 2025
Q2 2025
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
1+ 0.29% |
$908 - $1.06K
|
342
$326K
|
|
|
Jul 15, 2025
Q2 2025
|
Ewg Elevate Inc.
|
BUY
|
- |
1+ 0.15% |
$908 - $1.06K
|
674
$643K
|
|
|
Jul 15, 2025
Q2 2025
|
Affinity Wealth Management LLC
Wilmington, DE |
BUY
|
- |
1+ 0.11% |
$908 - $1.06K
|
942
$899K
|
|
|
Jul 15, 2025
Q2 2025
|
Xcel Wealth Management, LLC
|
BUY
|
- |
1+ 0.04% |
$908 - $1.06K
|
2.5K
$2.38M
|
|
|
Jul 16, 2025
Q2 2025
|
Sage Rhino Capital LLC
|
BUY
|
- |
1+ 0.07% |
$908 - $1.06K
|
1.36K
$1.3M
|
|
|
Jul 07, 2025
Q2 2025
|
Moulton Wealth Management, Inc
|
BUY
|
- |
1+ 0.23% |
$908 - $1.06K
|
428
$408K
|
|
|
Jul 15, 2025
Q2 2025
|
Five Pine Wealth Management
Coeur D Alene, ID |
BUY
|
- |
1+ 0.21% |
$908 - $1.06K
|
486
$464K
|
|
|
Jul 11, 2025
Q2 2025
|
Luts & Greenleigh Group, Inc
Bethesda, MD |
BUY
|
- |
1+ 0.01% |
$908 - $1.06K
|
10.5K
$10M
|
|
|
Jul 10, 2025
Q2 2025
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
1+ 0.39% |
$908 - $1.06K
|
256
$244K
|
|
|
Jul 15, 2025
Q2 2025
|
Hartmann Taylor Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-1- 0.15% |
$908 - $1.06K
|
667
$636K
|
|
|
Jul 16, 2025
Q2 2025
|
Steph & CO
|
SELL
|
- |
-1- 2.33% |
$908 - $1.06K
|
42
$40.1K
|
|
|
Jul 14, 2025
Q2 2025
|
Narus Financial Partners, LLC
Salt Lake City, UT |
SELL
|
- |
-1- 0.22% |
$908 - $1.06K
|
451
$430K
|
|
|
Jul 14, 2025
Q2 2025
|
Hoey Investments, Inc
Coatesville, PA |
SELL
|
- |
-1- 0.25% |
$908 - $1.06K
|
397
$379K
|
|
|
Jul 09, 2025
Q2 2025
|
Breakwater Capital Group
Paramus, NJ |
SELL
|
- |
-1- 0.09% |
$908 - $1.06K
|
1.13K
$1.08M
|
|
|
Jul 09, 2025
Q2 2025
|
Bruce G. Allen Investments, LLC
Denver, CO |
SELL
|
- |
-1- 1.04% |
$908 - $1.06K
|
95
$90.6K
|
|
|
Jul 09, 2025
Q2 2025
|
Fjell Capital, LLC
Fargo, ND |
SELL
|
- |
-1- 0.04% |
$908 - $1.06K
|
2.51K
$2.39M
|
|
|
Jul 02, 2025
Q2 2025
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-1- 0.3% |
$908 - $1.06K
|
332
$317K
|
|
|
Jul 09, 2025
Q2 2025
|
West Hill Financial Advisors, Inc.
|
SELL
|
- |
-1- 0.07% |
$908 - $1.06K
|
1.34K
$1.28M
|
|
|
Jul 15, 2025
Q2 2025
|
Mainstream Capital Management LLC
Los Angeles, CA |
SELL
|
- |
-2- 0.09% |
$1.82K - $2.11K
|
2.28K
$2.17M
|
|
|
Jul 14, 2025
Q2 2025
|
Capstone Wealth Management, LLC
Tuscaloosa, AL |
SELL
|
- |
-2- 0.63% |
$1.82K - $2.11K
|
316
$301K
|
|
|
Jul 16, 2025
Q2 2025
|
Paragon Capital Management LTD
|
SELL
|
- |
-2- 0.85% |
$1.82K - $2.11K
|
233
$222K
|
|
|
Jul 10, 2025
Q2 2025
|
Andrew Hill Investment Advisors, Inc.
Naples, FL |
SELL
|
- |
-2- 0.09% |
$1.82K - $2.11K
|
2.15K
$2.05M
|
|
|
Jul 15, 2025
Q2 2025
|
Buttonwood Financial Advisors Inc.
|
SELL
|
- |
-2- 0.18% |
$1.82K - $2.11K
|
1.12K
$1.07M
|
|
|
Jul 16, 2025
Q2 2025
|
Bos Asset Management, LLC
Springfield, IL |
SELL
|
- |
-2- 0.28% |
$1.82K - $2.11K
|
712
$679K
|
|
|
Jul 09, 2025
Q2 2025
|
Shira Ridge Wealth Management
Larkspur, CA |
SELL
|
- |
-3- 0.18% |
$2.72K - $3.17K
|
1.65K
$1.57M
|
|
|
Jul 18, 2025
Q2 2025
|
United Bank
Vienna, VA |
SELL
|
- |
-3- 0.84% |
$2.72K - $3.17K
|
355
$339K
|
|
|
Jul 08, 2025
Q2 2025
|
Hickory Point Bank & Trust
Decatur, IL |
SELL
|
- |
-3- 0.68% |
$2.72K - $3.17K
|
436
$416K
|
|
|
Jul 18, 2025
Q2 2025
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-3- 0.22% |
$2.72K - $3.17K
|
1.35K
$1.29M
|
|
|
Jul 15, 2025
Q2 2025
|
Missouri Trust & Investment CO
Springfield, MO |
SELL
|
- |
-3- 0.22% |
$2.72K - $3.17K
|
1.34K
$1.28M
|
|
|
Jul 11, 2025
Q2 2025
|
Ullmann Wealth Partners Group, LLC
|
SELL
|
- |
-4- 0.2% |
$3.63K - $4.23K
|
2.03K
$1.94M
|
|
|
Jul 09, 2025
Q2 2025
|
Lincoln Capital Corp
|
SELL
|
- |
-4- 1.08% |
$3.63K - $4.23K
|
366
$349K
|
|
|
Jul 14, 2025
Q2 2025
|
Enzi Wealth
Austin, TX |
SELL
|
- |
-4- 0.38% |
$3.63K - $4.23K
|
1.05K
$1M
|
|
|
Jul 09, 2025
Q2 2025
|
Bay Rivers Group
|
SELL
|
- |
-4- 0.07% |
$3.63K - $4.23K
|
5.88K
$5.61M
|
|
|
Jul 16, 2025
Q2 2025
|
New Insight Wealth Advisors
San Ramon, CA |
SELL
|
- |
-4- 1.18% |
$3.63K - $4.23K
|
334
$319K
|
|
|
Jul 11, 2025
Q2 2025
|
Perpetual LTD
Sydney, New South Wales, C3 |
SELL
|
- |
-5- 0.63% |
$4.54K - $5.28K
|
784
$748K
|
|
|
Jul 08, 2025
Q2 2025
|
Avity Investment Management Inc.
|
SELL
|
- |
-5- 1.01% |
$4.54K - $5.28K
|
491
$468K
|
|
|
Jul 15, 2025
Q2 2025
|
Wealth Effects LLC
|
SELL
|
- |
-5- 0.67% |
$4.54K - $5.28K
|
741
$707K
|
|
|
Jul 15, 2025
Q2 2025
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-5- 0.09% |
$4.54K - $5.28K
|
5.77K
$5.5M
|
|
|
Jul 14, 2025
Q2 2025
|
Bank & Trust CO
Litchfield, IL |
SELL
|
- |
-5- 7.69% |
$4.54K - $5.28K
|
60
$57.2K
|
|
|
Jul 08, 2025
Q2 2025
|
Apella Capital, LLC
|
SELL
|
- |
-5- 0.17% |
$4.54K - $5.28K
|
3K
$2.86M
|
|
|
Jul 16, 2025
Q2 2025
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
SELL
|
- |
-5- 2.17% |
$4.54K - $5.28K
|
225
$215K
|
|
|
Jul 17, 2025
Q2 2025
|
Pennsylvania Capital Management Inc
|
SELL
|
- |
-5- 0.86% |
$4.54K - $5.28K
|
577
$550K
|
|
|
Jul 18, 2025
Q2 2025
|
Westhampton Capital, LLC
|
SELL
|
- |
-6- 0.18% |
$5.45K - $6.34K
|
3.31K
$3.15M
|
|
|
Jul 17, 2025
Q2 2025
|
New Covenant Trust Company, N.A.
Jeffersonville, IN |
SELL
|
- |
-6- 1.83% |
$5.45K - $6.34K
|
321
$306K
|
|
|
Jul 15, 2025
Q2 2025
|
Town & Country Bank & Trust CO Dba First Bankers Trust CO
|
SELL
|
- |
-6- 0.57% |
$5.45K - $6.34K
|
1.04K
$991K
|
|
|
Jul 17, 2025
Q2 2025
|
Clean Yield Group
|
SELL
|
- |
-6- 0.84% |
$5.45K - $6.34K
|
705
$673K
|
|
|
Jul 10, 2025
Q2 2025
|
Bigelow Investment Advisors, LLC
|
SELL
|
- |
-6- 0.89% |
$5.45K - $6.34K
|
669
$638K
|
|
|
Jul 11, 2025
Q2 2025
|
Essex Savings Bank
|
SELL
|
- |
-7- 0.39% |
$6.36K - $7.4K
|
1.81K
$1.73M
|
|
|
Jul 10, 2025
Q2 2025
|
Fulton Bank, N.A.
|
SELL
|
- |
-7- 0.09% |
$6.36K - $7.4K
|
7.8K
$7.44M
|