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 09, 2026
Q4 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
693+ 2.96% |
$631K - $662K
|
24.1K
$22M
|
|
|
Jan 09, 2026
Q4 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
SELL
|
- |
-1- 0.5% |
$911 - $955
|
200
$183K
|
|
|
Jan 08, 2026
Q4 2025
|
Nordea Investment Management Ab
Stockholm, V7 |
BUY
|
- |
19K+ 53.41% |
$17.3M - $18.1M
|
54.5K
$49.7M
|
|
|
Jan 08, 2026
Q4 2025
|
Sarasin & Partners LLP
|
SELL
|
- |
-37K- 15.8% |
$33.7M - $35.4M
|
197K
$180M
|
|
|
Jan 08, 2026
Q4 2025
|
Lincoln Capital LLC
|
SELL
|
- |
-46- 0.13% |
$41.9K - $43.9K
|
34.8K
$31.8M
|
|
|
Jan 08, 2026
Q4 2025
|
Tuttle Capital Management, LLC
|
BUY
|
- |
223+ 33.48% |
$203K - $213K
|
889
$811K
|
|
|
Jan 08, 2026
Q4 2025
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
SELL
|
- |
-13- 0.24% |
$11.8K - $12.4K
|
5.5K
$5.02M
|
|
|
Jan 08, 2026
Q4 2025
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-108- 10.11% |
$98.4K - $103K
|
960
$876K
|
|
|
Jan 08, 2026
Q4 2025
|
Mkt Advisors LLC
Escondido, CA |
SELL
|
- |
-51- 2.3% |
$46.5K - $48.7K
|
2.17K
$1.98M
|
|
|
Jan 08, 2026
Q4 2025
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
SELL
|
- |
-43- 7.9% |
$39.2K - $41.1K
|
501
$457K
|
|
|
Jan 08, 2026
Q4 2025
|
Gsg Advisors LLC
Mount Laurel, NJ |
BUY
|
- |
10+ 2.12% |
$9.11K - $9.55K
|
482
$440K
|
|
|
Jan 08, 2026
Q4 2025
|
Maridea Wealth Management LLC
Brooklyn, NY |
BUY
|
- |
265+ 19.22% |
$241K - $253K
|
1.64K
$1.5M
|
|
|
Jan 08, 2026
Q4 2025
|
Old Port Advisors
|
SELL
|
- |
-17- 2.3% |
$15.5K - $16.2K
|
721
$658K
|
|
|
Jan 08, 2026
Q4 2025
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
61+ 1.07% |
$55.6K - $58.3K
|
5.78K
$5.28M
|
|
|
Jan 08, 2026
Q4 2025
|
Wedmont Private Capital
|
SELL
|
- |
-12- 0.19% |
$10.9K - $11.5K
|
6.28K
$5.73M
|
|
|
Jan 08, 2026
Q4 2025
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
221+ 0.5% |
$201K - $211K
|
44.1K
$40.3M
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-32.1K- 20.25% |
$29.2M - $30.7M
|
126K
$115M
|
|
|
Jan 08, 2026
Q4 2025
|
Gryphon Financial Partners LLC
|
SELL
|
- |
-208- 4.36% |
$189K - $199K
|
4.56K
$4.16M
|
|
|
Jan 08, 2026
Q4 2025
|
Grove Bank & Trust
|
SELL
|
- |
-131- 1.89% |
$119K - $125K
|
6.81K
$6.22M
|
|
|
Jan 08, 2026
Q4 2025
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
133+ 12.69% |
$121K - $127K
|
1.18K
$1.08M
|
|
|
Jan 08, 2026
Q4 2025
|
Legacy Private Trust Co.
|
SELL
|
- |
-129- 1.41% |
$118K - $123K
|
8.99K
$8.21M
|
|
|
Jan 08, 2026
Q4 2025
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
SELL
|
- |
-123- 3.7% |
$112K - $117K
|
3.21K
$2.92M
|
|
|
Jan 08, 2026
Q4 2025
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
SELL
|
- |
-44- 2.23% |
$40.1K - $42K
|
1.93K
$1.76M
|
|
|
Jan 08, 2026
Q4 2025
|
Waycross Investment Management CO
Bellingham, WA |
BUY
|
- |
1+ 0.1% |
$911 - $955
|
966
$882K
|
|
|
Jan 08, 2026
Q4 2025
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
111+ 1.96% |
$101K - $106K
|
5.76K
$5.26M
|
|
|
Jan 08, 2026
Q4 2025
|
Gradient Investments LLC
|
BUY
|
- |
2.01K+ 7.61% |
$1.83M - $1.91M
|
28.3K
$25.9M
|
|
|
Jan 08, 2026
Q4 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
5+ 0.44% |
$4.55K - $4.77K
|
1.15K
$1.05M
|
|
|
Jan 08, 2026
Q4 2025
|
True Wealth Design, LLC
Akron, OH |
SELL
|
- |
-88- 59.06% |
$80.2K - $84K
|
61
$55.7K
|
|
|
Jan 08, 2026
Q4 2025
|
Elmwood Wealth Management, Inc.
|
SELL
|
- |
-33- 0.97% |
$30.1K - $31.5K
|
3.36K
$3.06M
|
|
|
Jan 08, 2026
Q4 2025
|
Dagco, Inc.
|
SELL
|
- |
-7- 1.29% |
$6.38K - $6.68K
|
535
$488K
|
|
|
Jan 08, 2026
Q4 2025
|
Ulland Investment Advisors, LLC
|
SELL
|
- |
-78- 10.91% |
$71.1K - $74.5K
|
637
$581K
|
|
|
Jan 08, 2026
Q4 2025
|
Bennett Selby Investments LP
|
BUY
|
- |
141+ 6.14% |
$128K - $135K
|
2.44K
$2.22M
|
|
|
Jan 08, 2026
Q4 2025
|
Firethorn Wealth Partners, LLC
|
SELL
|
- |
-45- 9.51% |
$41K - $43K
|
428
$391K
|
|
|
Jan 08, 2026
Q4 2025
|
Traveka Wealth, LLC
San Jose, CA |
SELL
|
- |
-61- 3.4% |
$55.6K - $58.3K
|
1.74K
$1.58M
|
|
|
Jan 08, 2026
Q4 2025
|
Fulton Bank, N.A.
|
BUY
|
- |
114+ 1.47% |
$104K - $109K
|
7.86K
$7.17M
|
|
|
Jan 08, 2026
Q4 2025
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-9- 2.02% |
$8.2K - $8.59K
|
437
$399K
|
|
|
Jan 08, 2026
Q4 2025
|
Adirondack Trust CO
|
SELL
|
- |
-37- 2.45% |
$33.7K - $35.3K
|
1.48K
$1.35M
|
|
|
Jan 08, 2026
Q4 2025
|
Norway Savings Bank
|
BUY
|
- |
354+ 9.25% |
$322K - $338K
|
4.18K
$3.81M
|
|
|
Jan 08, 2026
Q4 2025
|
Tompkins Financial Corp
|
SELL
|
- |
-293- 2.1% |
$267K - $280K
|
13.7K
$12.5M
|
|
|
Jan 08, 2026
Q4 2025
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-51- 0.7% |
$46.5K - $48.7K
|
7.27K
$6.64M
|
|
|
Jan 08, 2026
Q4 2025
|
Affinity Capital Advisors, LLC
|
BUY
|
- |
38+ 5.12% |
$34.6K - $36.3K
|
780
$712K
|
|
|
Jan 08, 2026
Q4 2025
|
Peterson Wealth Advisors, LLC
|
BUY
|
- |
43+ 7.11% |
$39.2K - $41.1K
|
648
$591K
|
|
|
Jan 08, 2026
Q4 2025
|
Pacifica Partners Inc.
|
BUY
|
- |
118+ 14.05% |
$107K - $113K
|
958
$874K
|
|
|
Jan 08, 2026
Q4 2025
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
385+ 2.28% |
$351K - $368K
|
17.3K
$15.8M
|
|
|
Jan 08, 2026
Q4 2025
|
Marshall Financial Group LLC
|
BUY
|
- |
2+ 0.83% |
$1.82K - $1.91K
|
243
$222K
|
|
|
Jan 08, 2026
Q4 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-4.13K- 17.22% |
$3.76M - $3.94M
|
19.9K
$18.1M
|
|
|
Jan 08, 2026
Q4 2025
|
Inspirion Wealth Advisors, LLC
|
BUY
|
- |
87+ 10.27% |
$79.3K - $83.1K
|
934
$852K
|
|
|
Jan 08, 2026
Q4 2025
|
Montecito Bank & Trust
|
SELL
|
- |
-853- 9.24% |
$777K - $815K
|
8.37K
$7.64M
|
|
|
Jan 08, 2026
Q4 2025
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
15+ 0.52% |
$13.7K - $14.3K
|
2.92K
$2.66M
|
|
|
Jan 08, 2026
Q4 2025
|
Breakwater Capital Group
Paramus, NJ |
SELL
|
- |
-25- 2.56% |
$22.8K - $23.9K
|
953
$870K
|
|