Latest Institutional Transactions on Costco Wholesale Corp (COST)
This table provides information on the latest institutional transactions involving Costco Wholesale Corp (COST) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 23, 2026
Q4 2025
|
State Of Alaska, Department Of Revenue
|
SELL
|
- |
-3.37K- 5.66% |
$3.07M - $3.21M
|
56.1K
$51.2M
|
|
|
Jan 23, 2026
Q4 2025
|
Ogorek Anthony Joseph
|
SELL
|
- |
-1- 0.37% |
$911 - $955
|
266
$243K
|
|
|
Jan 23, 2026
Q4 2025
|
Trust CO Of Virginia
|
BUY
|
- |
210+ 1.63% |
$191K - $201K
|
13.1K
$11.9M
|
|
|
Jan 23, 2026
Q4 2025
|
Nbt Bank N A
|
SELL
|
- |
-663- 4.19% |
$604K - $633K
|
15.2K
$13.8M
|
|
|
Jan 23, 2026
Q4 2025
|
Sumitomo Mitsui Trust Holdings, Inc.
|
SELL
|
- |
-21.9K- 1.98% |
$19.9M - $20.9M
|
1.08M
$990M
|
|
|
Jan 23, 2026
Q4 2025
|
Hedeker Wealth, LLC
|
SELL
|
- |
-86- 2.41% |
$78.3K - $82.1K
|
3.48K
$3.18M
|
|
|
Jan 23, 2026
Q4 2025
|
Aldebaran Financial Inc.
|
BUY
|
- |
10+ 2.86% |
$9.11K - $9.55K
|
360
$329K
|
|
|
Jan 23, 2026
Q4 2025
|
Curbstone Financial Management Corp
|
BUY
|
- |
70+ 8.31% |
$63.8K - $66.8K
|
912
$832K
|
|
|
Jan 23, 2026
Q4 2025
|
Legacy Financial Strategies, LLC
Leawood, KS |
BUY
|
- |
53+ 15.14% |
$48.3K - $50.6K
|
403
$368K
|
|
|
Jan 23, 2026
Q4 2025
|
Stanley Laman Group, Ltd.
Berwyn, PA |
BUY
|
- |
293+ 6.3% |
$267K - $280K
|
4.94K
$4.51M
|
|
|
Jan 23, 2026
Q4 2025
|
Valley Brook Capital Group, Inc.
Venetia, PA |
BUY
|
- |
130+ 4.84% |
$118K - $124K
|
2.82K
$2.57M
|
|
|
Jan 23, 2026
Q4 2025
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-478- 2.26% |
$435K - $456K
|
20.6K
$18.8M
|
|
|
Jan 23, 2026
Q4 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-903- 9.88% |
$823K - $862K
|
8.23K
$7.51M
|
|
|
Jan 23, 2026
Q4 2025
|
Burney CO
Reston, VA |
BUY
|
- |
110+ 2.7% |
$100K - $105K
|
4.19K
$3.82M
|
|
|
Jan 23, 2026
Q4 2025
|
Oxler Private Wealth LLC
New York, NY |
SELL
|
- |
-120- 3.2% |
$109K - $115K
|
3.63K
$3.31M
|
|
|
Jan 23, 2026
Q4 2025
|
Blue Sky Capital Consultants Group, Inc.
Poway, CA |
BUY
|
- |
622+ 7.09% |
$567K - $594K
|
9.4K
$8.57M
|
|
|
Jan 23, 2026
Q4 2025
|
E&G Advisors, LP
|
SELL
|
- |
-50- 8.79% |
$45.5K - $47.7K
|
519
$474K
|
|
|
Jan 23, 2026
Q4 2025
|
Chronos Wealth Management, LLC
|
SELL
|
- |
-43- 0.6% |
$39.2K - $41.1K
|
7.17K
$6.54M
|
|
|
Jan 23, 2026
Q4 2025
|
Hbw Advisory Services LLC
|
SELL
|
- |
-79- 5.62% |
$72K - $75.4K
|
1.33K
$1.21M
|
|
|
Jan 23, 2026
Q4 2025
|
Valley National Advisers Inc
|
SELL
|
- |
-14- 2.77% |
$12.8K - $13.4K
|
492
$449K
|
|
|
Jan 23, 2026
Q4 2025
|
Westside Investment Management, Inc.
|
SELL
|
- |
-23- 1.75% |
$21K - $22K
|
1.29K
$1.18M
|
|
|
Jan 23, 2026
Q4 2025
|
Brown Miller Wealth Management, LLC
|
SELL
|
- |
-17- 1.75% |
$15.5K - $16.2K
|
954
$871K
|
|
|
Jan 23, 2026
Q4 2025
|
Retirement Guys Formula LLC
|
SELL
|
- |
-590- 32.19% |
$537K - $563K
|
1.24K
$1.13M
|
|
|
Jan 23, 2026
Q4 2025
|
Guyasuta Investment Advisors Inc
|
SELL
|
- |
-7- 0.3% |
$6.38K - $6.68K
|
2.35K
$2.15M
|
|
|
Jan 23, 2026
Q4 2025
|
Legacy Bridge, LLC
|
BUY
|
- |
12+ 0.45% |
$10.9K - $11.5K
|
2.68K
$2.44M
|
|
|
Jan 23, 2026
Q4 2025
|
Capital Investment Counsel, Inc
|
SELL
|
- |
-497- 0.76% |
$453K - $475K
|
65K
$59.3M
|
|
|
Jan 23, 2026
Q4 2025
|
Patriot Investment Management Inc.
|
BUY
|
- |
17+ 2.05% |
$15.5K - $16.2K
|
846
$772K
|
|
|
Jan 23, 2026
Q4 2025
|
Asset Advisors Investment Management, LLC
|
SELL
|
- |
-874- 1.72% |
$796K - $835K
|
49.9K
$45.6M
|
|
|
Jan 23, 2026
Q4 2025
|
Forefront Wealth Management Inc.
|
SELL
|
- |
-64- 1.34% |
$58.3K - $61.1K
|
4.73K
$4.31M
|
|
|
Jan 23, 2026
Q4 2025
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
SELL
|
- |
-15- 11.45% |
$13.7K - $14.3K
|
116
$106K
|
|
|
Jan 23, 2026
Q4 2025
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
SELL
|
- |
-710- 27.85% |
$647K - $678K
|
1.84K
$1.68M
|
|
|
Jan 23, 2026
Q4 2025
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
BUY
|
- |
11+ 3.75% |
$10K - $10.5K
|
304
$277K
|
|
|
Jan 23, 2026
Q4 2025
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-196- 17.27% |
$179K - $187K
|
939
$857K
|
|
|
Jan 23, 2026
Q4 2025
|
Watershed Private Wealth LLC
Oak Brook, IL |
BUY
|
- |
1.05K+ 425.0% |
$960K - $1.01M
|
1.3K
$1.19M
|
|
|
Jan 23, 2026
Q4 2025
|
Destiny Capital Corp/Co
Golden, CO |
BUY
|
- |
73+ 6.4% |
$66.5K - $69.7K
|
1.21K
$1.11M
|
|
|
Jan 23, 2026
Q4 2025
|
Able Financial Group, LLC
Scottsdale, AZ |
SELL
|
- |
-102- 2.35% |
$92.9K - $97.4K
|
4.23K
$3.86M
|
|
|
Jan 23, 2026
Q4 2025
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
36+ 2.93% |
$32.8K - $34.4K
|
1.26K
$1.15M
|
|
|
Jan 23, 2026
Q4 2025
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
10+ 15.63% |
$9.11K - $9.55K
|
74
$67.5K
|
|
|
Jan 23, 2026
Q4 2025
|
Ffg Partners, LLC
Fort Lauderdale, FL |
SELL
|
- |
-9.06K- 51.49% |
$8.25M - $8.65M
|
8.53K
$7.79M
|
|
|
Jan 23, 2026
Q4 2025
|
Atala Financial Inc
Calabasas, CA |
SELL
|
- |
-200- 16.93% |
$182K - $191K
|
981
$895K
|
|
|
Jan 23, 2026
Q4 2025
|
Northland Securities, Inc.
Minneapolis, MN |
BUY
|
- |
1.14KNew |
$1.03M - $1.08M
|
1.14K
$1.04M
|
|
|
Jan 23, 2026
Q4 2025
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-957- 31.96% |
$872K - $914K
|
2.04K
$1.86M
|
|
|
Jan 23, 2026
Q4 2025
|
Webster Bank, N. A.
|
SELL
|
- |
-677- 5.49% |
$617K - $647K
|
11.7K
$10.6M
|
|
|
Jan 23, 2026
Q4 2025
|
Ami Asset Management Corp
|
SELL
|
- |
-599- 2.53% |
$546K - $572K
|
23.1K
$21M
|
|
|
Jan 23, 2026
Q4 2025
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
3+ 1.14% |
$2.73K - $2.86K
|
266
$243K
|
|
|
Jan 23, 2026
Q4 2025
|
Arbor Investment Advisors, LLC
|
SELL
|
- |
-10- 0.55% |
$9.11K - $9.55K
|
1.81K
$1.65M
|
|
|
Jan 23, 2026
Q4 2025
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
43+ 0.63% |
$39.2K - $41.1K
|
6.86K
$6.26M
|
|
|
Jan 23, 2026
Q4 2025
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
SELL
|
- |
-33- 4.93% |
$30.1K - $31.5K
|
636
$580K
|
|
|
Jan 23, 2026
Q4 2025
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
BUY
|
- |
117+ 3.4% |
$107K - $112K
|
3.56K
$3.25M
|
|
|
Jan 23, 2026
Q4 2025
|
Norris Perne & French LLP
Grand Rapids, MI |
BUY
|
- |
4+ 0.09% |
$3.64K - $3.82K
|
4.22K
$3.85M
|
|