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 |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2025
Q3 2025
|
Rench Wealth Management, Inc.
Denton, TX |
BUY
|
- |
151+ 1.97% |
$138K - $150K
|
7.8K
$7.12M
|
|
|
Nov 12, 2025
Q3 2025
|
Operose Advisors LLC
Milwaukee, WI |
SELL
|
- |
-11- 4.95% |
$10.1K - $10.9K
|
211
$193K
|
|
|
Nov 12, 2025
Q3 2025
|
Accuvest Global Advisors
Provo, UT |
BUY
|
- |
824+ 15.27% |
$755K - $820K
|
6.22K
$5.68M
|
|
|
Nov 12, 2025
Q3 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
299+ 3.96% |
$274K - $297K
|
7.85K
$7.16M
|
|
|
Nov 12, 2025
Q3 2025
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
SELL
|
- |
-42- 7.91% |
$38.5K - $41.8K
|
489
$446K
|
|
|
Nov 12, 2025
Q3 2025
|
Ci Investments Inc.
Toronto, A6 |
SELL
|
- |
-3.7K- 17.0% |
$3.39M - $3.68M
|
18K
$16.5M
|
|
|
Nov 12, 2025
Q3 2025
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
41+ 2.09% |
$37.6K - $40.8K
|
2K
$1.83M
|
|
|
Nov 12, 2025
Q3 2025
|
Dimensional Fund Advisors LP
Austin, TX |
SELL
|
- |
-152K- 8.2% |
$140M - $152M
|
1.71M
$1.56B
|
|
|
Nov 12, 2025
Q3 2025
|
Edgestream Partners, L.P.
Princeton, NJ |
SELL
|
- |
-4.22K- 66.24% |
$3.87M - $4.2M
|
2.15K
$1.96M
|
|
|
Nov 12, 2025
Q3 2025
|
Hutchinson Capital Management
San Rafael, CA |
SELL
|
- |
-161- 11.61% |
$147K - $160K
|
1.23K
$1.12M
|
|
|
Nov 12, 2025
Q3 2025
|
Haverford Financial Services, Inc.
Radnor, PA |
SELL
|
- |
-101- 0.59% |
$92.5K - $100K
|
16.9K
$15.4M
|
|
|
Nov 12, 2025
Q3 2025
|
Oak Grove Capital LLC
North Hampton, NH |
SELL
|
- |
-2.5K- 11.52% |
$2.29M - $2.49M
|
19.2K
$17.5M
|
|
|
Nov 12, 2025
Q3 2025
|
Weik Capital Management
Wyomissing, PA |
SELL
|
- |
-13- 0.17% |
$11.9K - $12.9K
|
7.58K
$6.92M
|
|
|
Nov 12, 2025
Q3 2025
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
SELL
|
- |
-2.32K- 2.13% |
$2.13M - $2.31M
|
106K
$97.2M
|
|
|
Nov 12, 2025
Q3 2025
|
Laffer Tengler Investments
Nashville, TN |
SELL
|
- |
-449- 7.61% |
$411K - $447K
|
5.45K
$4.98M
|
|
|
Nov 12, 2025
Q3 2025
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
867+ 57.49% |
$794K - $862K
|
2.38K
$2.17M
|
|
|
Nov 12, 2025
Q3 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-1.97K- 0.26% |
$1.8M - $1.95M
|
747K
$681M
|
|
|
Nov 12, 2025
Q3 2025
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-703- 1.61% |
$644K - $699K
|
43.1K
$39.3M
|
|
|
Nov 12, 2025
Q3 2025
|
Viawealth, LLC
Overland Park, KS |
BUY
|
- |
15+ 3.64% |
$13.7K - $14.9K
|
427
$390K
|
|
|
Nov 12, 2025
Q3 2025
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
SELL
|
- |
-43- 5.95% |
$39.4K - $42.8K
|
680
$621K
|
|
|
Nov 12, 2025
Q3 2025
|
Portfolio Design Labs, LLC
Encino, CA |
BUY
|
- |
1.98K+ 174.78% |
$1.82M - $1.97M
|
3.12K
$2.84M
|
|
|
Nov 12, 2025
Q3 2025
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
581+ 27.16% |
$532K - $578K
|
2.72K
$2.48M
|
|
|
Nov 12, 2025
Q3 2025
|
Duncan Williams Asset Management, LLC
Memphis, TN |
BUY
|
- |
1.47KNew |
$1.35M - $1.46M
|
1.47K
$1.34M
|
|
|
Nov 12, 2025
Q3 2025
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
BUY
|
- |
90+ 5.3% |
$82.4K - $89.5K
|
1.79K
$1.63M
|
|
|
Nov 12, 2025
Q3 2025
|
Fox Hill Wealth Management
Dedham, MA |
BUY
|
- |
16+ 0.47% |
$14.7K - $15.9K
|
3.44K
$3.14M
|
|
|
Nov 12, 2025
Q3 2025
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
SELL
|
- |
-27- 1.18% |
$24.7K - $26.9K
|
2.26K
$2.06M
|
|
|
Nov 12, 2025
Q3 2025
|
Reyes Financial Architecture, Inc.
San Diego, CA |
SELL
|
- |
-69- 58.97% |
$63.2K - $68.6K
|
48
$43.8K
|
|
|
Nov 12, 2025
Q3 2025
|
Griffith & Werner, Inc.
Canton, GA |
SELL
|
- |
-1.67K- 80.72% |
$1.53M - $1.66M
|
398
$363K
|
|
|
Nov 12, 2025
Q3 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
3.54K+ 133.9% |
$3.24M - $3.52M
|
6.18K
$5.64M
|
|
|
Nov 12, 2025
Q3 2025
|
Chancellor Financial Group Wb LP
Wilkes Barre, PA |
SELL
|
- |
-25- 1.74% |
$22.9K - $24.9K
|
1.41K
$1.29M
|
|
|
Nov 12, 2025
Q3 2025
|
Nuveen, LLC
Charlotte, NC |
SELL
|
- |
-954K- 27.54% |
$873M - $948M
|
2.51M
$2.29B
|
|
|
Nov 12, 2025
Q3 2025
|
Manske Wealth Management
Houston, TX |
SELL
|
- |
-215Closed |
$197K - $214K
|
0
$0
|
|
|
Nov 12, 2025
Q3 2025
|
Advisory Alpha, LLC
|
SELL
|
- |
-288- 8.29% |
$264K - $286K
|
3.19K
$2.91M
|
|
|
Nov 12, 2025
Q3 2025
|
Planning Alternatives LTD
|
SELL
|
- |
-53- 18.09% |
$48.5K - $52.7K
|
240
$219K
|
|
|
Nov 12, 2025
Q3 2025
|
Bradley & Co. Private Wealth Management, LLC
|
BUY
|
- |
48+ 0.44% |
$44K - $47.7K
|
11.1K
$10.1M
|
|
|
Nov 12, 2025
Q3 2025
|
Mcdonald Partners LLC
|
SELL
|
- |
-1.47K- 67.69% |
$1.35M - $1.46M
|
702
$641K
|
|
|
Nov 12, 2025
Q3 2025
|
New Square Capital LLC
|
BUY
|
- |
28+ 10.77% |
$25.6K - $27.8K
|
288
$263K
|
|
|
Nov 12, 2025
Q3 2025
|
Cambria Investment Management, L.P.
|
BUY
|
- |
220+ 96.49% |
$202K - $219K
|
448
$409K
|
|
|
Nov 12, 2025
Q3 2025
|
West Chester Capital Advisors, Inc
|
SELL
|
- |
-12- 0.95% |
$11K - $11.9K
|
1.25K
$1.14M
|
|
|
Nov 12, 2025
Q3 2025
|
Empire Life Investments Inc.
|
BUY
|
- |
3.64K+ 20.92% |
$3.33M - $3.62M
|
21K
$19.2M
|
|
|
Nov 12, 2025
Q3 2025
|
One Charles Private Wealth Services, LLC
|
SELL
|
- |
-11- 1.14% |
$10.1K - $10.9K
|
957
$873K
|
|
|
Nov 12, 2025
Q3 2025
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
768+ 1.98% |
$703K - $764K
|
39.6K
$36.2M
|
|
|
Nov 12, 2025
Q3 2025
|
Vancity Investment Management LTD
Vancouver, A1 |
SELL
|
- |
-658- 2.04% |
$603K - $654K
|
31.5K
$28.8M
|
|
|
Nov 12, 2025
Q3 2025
|
Boston Family Office LLC
Boston, MA |
SELL
|
- |
-22- 0.17% |
$20.2K - $21.9K
|
12.7K
$11.6M
|
|
|
Nov 12, 2025
Q3 2025
|
Fiduciary Group LLC
Savannah, GA |
SELL
|
- |
-68- 0.91% |
$62.3K - $67.6K
|
7.43K
$6.78M
|
|
|
Nov 12, 2025
Q3 2025
|
Guardian Capital LP
Toronto, A6 |
BUY
|
- |
3.19K+ 5.88% |
$2.92M - $3.17M
|
57.5K
$52.5M
|
|
|
Nov 12, 2025
Q3 2025
|
Marsico Capital Management LLC
Denver, CO |
SELL
|
- |
-956- 0.73% |
$876K - $951K
|
131K
$119M
|
|
|
Nov 12, 2025
Q3 2025
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
17+ 5.92% |
$15.6K - $16.9K
|
304
$277K
|
|
|
Nov 12, 2025
Q3 2025
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
148+ 4.54% |
$136K - $147K
|
3.41K
$3.11M
|
|
|
Nov 12, 2025
Q3 2025
|
Aspen Investment Management Inc
Grand Rapids, MI |
SELL
|
- |
-555- 50.55% |
$508K - $552K
|
543
$496K
|
|