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 14, 2026
Q4 2025
|
Johnson Bixby & Associates, LLC
|
BUY
|
- |
15+ 3.22% |
$13.7K - $14.3K
|
481
$439K
|
|
|
Jan 14, 2026
Q4 2025
|
Beacon Investment Advisory Services, Inc.
|
SELL
|
- |
-302- 12.98% |
$275K - $288K
|
2.03K
$1.85M
|
|
|
Jan 14, 2026
Q4 2025
|
Mitchell & Pahl Private Wealth, LLC
|
BUY
|
- |
28+ 0.99% |
$25.5K - $26.7K
|
2.86K
$2.61M
|
|
|
Jan 14, 2026
Q4 2025
|
Goelzer Investment Management, Inc.
|
BUY
|
- |
785+ 7.81% |
$715K - $750K
|
10.8K
$9.89M
|
|
|
Jan 14, 2026
Q4 2025
|
Wespac Advisors, LLC
|
SELL
|
- |
-909- 58.68% |
$828K - $868K
|
640
$584K
|
|
|
Jan 14, 2026
Q4 2025
|
Chatham Capital Group, Inc.
|
SELL
|
- |
-469- 13.28% |
$427K - $448K
|
3.06K
$2.79M
|
|
|
Jan 14, 2026
Q4 2025
|
Longview Financial Advisors LLC
San Rafael, CA |
BUY
|
- |
13+ 7.1% |
$11.8K - $12.4K
|
196
$179K
|
|
|
Jan 14, 2026
Q4 2025
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
552+ 6.99% |
$503K - $527K
|
8.45K
$7.71M
|
|
|
Jan 14, 2026
Q4 2025
|
Alliance Wealth Advisors, LLC
|
SELL
|
- |
-159- 34.27% |
$145K - $152K
|
305
$278K
|
|
|
Jan 14, 2026
Q4 2025
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-39- 8.35% |
$35.5K - $37.2K
|
428
$391K
|
|
|
Jan 14, 2026
Q4 2025
|
Lantz Financial LLC
|
BUY
|
- |
8+ 1.27% |
$7.29K - $7.64K
|
637
$581K
|
|
|
Jan 14, 2026
Q4 2025
|
Donaldson Capital Management, LLC
Evansville, IN |
SELL
|
- |
-3.02K- 3.47% |
$2.75M - $2.88M
|
83.9K
$76.6M
|
|
|
Jan 14, 2026
Q4 2025
|
Catalyst Private Wealth, LLC
|
BUY
|
- |
10+ 1.01% |
$9.11K - $9.55K
|
1K
$915K
|
|
|
Jan 14, 2026
Q4 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
SELL
|
- |
-9- 3.91% |
$8.2K - $8.59K
|
221
$202K
|
|
|
Jan 14, 2026
Q4 2025
|
First City Capital Management, Inc.
|
SELL
|
- |
-10- 1.27% |
$9.11K - $9.55K
|
779
$711K
|
|
|
Jan 14, 2026
Q4 2025
|
Sander Capital Advisors Inc
Seattle, WA |
SELL
|
- |
-216- 12.76% |
$197K - $206K
|
1.48K
$1.35M
|
|
|
Jan 14, 2026
Q4 2025
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
SELL
|
- |
-6- 0.17% |
$5.47K - $5.73K
|
3.44K
$3.14M
|
|
|
Jan 14, 2026
Q4 2025
|
Aa Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
61+ 5.45% |
$55.6K - $58.3K
|
1.18K
$1.08M
|
|
|
Jan 14, 2026
Q4 2025
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
59+ 2.6% |
$53.7K - $56.3K
|
2.32K
$2.12M
|
|
|
Jan 14, 2026
Q4 2025
|
Centennial Wealth Advisory LLC
|
SELL
|
- |
-31- 2.76% |
$28.2K - $29.6K
|
1.09K
$997K
|
|
|
Jan 14, 2026
Q4 2025
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-192- 2.64% |
$175K - $183K
|
7.08K
$6.46M
|
|
|
Jan 14, 2026
Q4 2025
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
51+ 2.5% |
$46.5K - $48.7K
|
2.1K
$1.91M
|
|
|
Jan 14, 2026
Q4 2025
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-488- 9.25% |
$445K - $466K
|
4.79K
$4.37M
|
|
|
Jan 14, 2026
Q4 2025
|
Embree Financial Group
Chicago, IL |
SELL
|
- |
-278- 23.7% |
$253K - $265K
|
895
$817K
|
|
|
Jan 14, 2026
Q4 2025
|
Trust CO Of Oklahoma
|
SELL
|
- |
-44- 0.52% |
$40.1K - $42K
|
8.42K
$7.68M
|
|
|
Jan 14, 2026
Q4 2025
|
Meriwether Wealth & Planning, LLC
Minden, LA |
SELL
|
- |
-1- 0.42% |
$911 - $955
|
235
$214K
|
|
|
Jan 13, 2026
Q4 2025
|
Stableford Capital Ii LLC
Scottsdale, AZ |
SELL
|
- |
-29- 2.38% |
$26.4K - $27.7K
|
1.19K
$1.09M
|
|
|
Jan 13, 2026
Q4 2025
|
Well Done, LLC
|
BUY
|
- |
401+ 133.22% |
$365K - $383K
|
702
$641K
|
|
|
Jan 13, 2026
Q4 2025
|
Compton Wealth Advisory Group, LLC
|
BUY
|
- |
90+ 2.3% |
$82K - $85.9K
|
4K
$3.65M
|
|
|
Jan 13, 2026
Q4 2025
|
Argentarii, LLC
Cincinnati, OH |
BUY
|
- |
524+ 10.36% |
$477K - $500K
|
5.58K
$5.09M
|
|
|
Jan 13, 2026
Q4 2025
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
31+ 1.6% |
$28.2K - $29.6K
|
1.96K
$1.79M
|
|
|
Jan 13, 2026
Q4 2025
|
Regatta Capital Group, LLC
El Segundo, CA |
SELL
|
- |
-80- 1.36% |
$72.9K - $76.4K
|
5.79K
$5.29M
|
|
|
Jan 13, 2026
Q4 2025
|
Norden Group LLC
Provo, UT |
BUY
|
- |
633+ 16.55% |
$577K - $605K
|
4.46K
$4.07M
|
|
|
Jan 13, 2026
Q4 2025
|
Stablepoint Partners, LLC
Braintree, MA |
BUY
|
- |
1+ 0.08% |
$911 - $955
|
1.31K
$1.19M
|
|
|
Jan 13, 2026
Q4 2025
|
Bank & Trust CO
Litchfield, IL |
BUY
|
- |
11+ 18.33% |
$10K - $10.5K
|
71
$64.8K
|
|
|
Jan 13, 2026
Q4 2025
|
Cadent Capital Advisors, LLC
|
SELL
|
- |
-93- 10.15% |
$84.7K - $88.8K
|
823
$751K
|
|
|
Jan 13, 2026
Q4 2025
|
Triangle Securities Wealth Management
|
BUY
|
- |
568+ 39.58% |
$517K - $542K
|
2K
$1.83M
|
|
|
Jan 13, 2026
Q4 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
18+ 0.41% |
$16.4K - $17.2K
|
4.4K
$4.02M
|
|
|
Jan 13, 2026
Q4 2025
|
Cpa Asset Management LLC
West Palm Beach, FL |
SELL
|
- |
-471- 42.13% |
$429K - $450K
|
647
$590K
|
|
|
Jan 13, 2026
Q4 2025
|
Moulton Wealth Management, Inc
|
BUY
|
- |
1+ 0.23% |
$911 - $955
|
429
$392K
|
|
|
Jan 13, 2026
Q4 2025
|
John W. Brooker & Co., Cp As
|
BUY
|
- |
315New |
$287K - $301K
|
315
$287K
|
|
|
Jan 13, 2026
Q4 2025
|
Parsons Capital Management Inc
|
BUY
|
- |
18+ 0.18% |
$16.4K - $17.2K
|
9.81K
$8.96M
|
|
|
Jan 13, 2026
Q4 2025
|
New Covenant Trust Company, N.A.
Jeffersonville, IN |
BUY
|
- |
6+ 1.89% |
$5.47K - $5.73K
|
323
$295K
|
|
|
Jan 13, 2026
Q4 2025
|
Fort Washington Investment Advisors Inc
|
BUY
|
- |
86+ 1.34% |
$78.3K - $82.1K
|
6.49K
$5.93M
|
|
|
Jan 13, 2026
Q4 2025
|
Synergy Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-12.4K- 38.26% |
$11.3M - $11.8M
|
19.9K
$18.2M
|
|
|
Jan 13, 2026
Q4 2025
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
11+ 1.08% |
$10K - $10.5K
|
1.03K
$935K
|
|
|
Jan 13, 2026
Q4 2025
|
Sage Advisors, LLC
Boulder, CO |
SELL
|
- |
-1.07K- 74.32% |
$973K - $1.02M
|
369
$337K
|
|
|
Jan 13, 2026
Q4 2025
|
Granite Group Advisors, LLC
Stamford, CT |
SELL
|
- |
-21- 5.28% |
$19.1K - $20.1K
|
377
$344K
|
|
|
Jan 13, 2026
Q4 2025
|
Sharkey, Howes & Javer
|
SELL
|
- |
-4- 0.85% |
$3.64K - $3.82K
|
468
$427K
|
|
|
Jan 13, 2026
Q4 2025
|
Matrix Trust CO
|
SELL
|
- |
-93- 3.97% |
$84.7K - $88.8K
|
2.25K
$2.05M
|
|