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 07, 2026
Q4 2025
|
Next Level Private LLC
Harrison, NY |
BUY
|
- |
6+ 1.34% |
$5.47K - $5.73K
|
455
$415K
|
|
|
Jan 07, 2026
Q4 2025
|
Lakeridge Wealth Management LLC
Mentor, OH |
SELL
|
- |
-60- 16.3% |
$54.7K - $57.3K
|
308
$281K
|
|
|
Jan 07, 2026
Q4 2025
|
Hilltop National Bank
Casper, WY |
SELL
|
- |
-60- 1.6% |
$54.7K - $57.3K
|
3.69K
$3.36M
|
|
|
Jan 07, 2026
Q4 2025
|
Holistic Financial Partners
|
SELL
|
- |
-29- 10.07% |
$26.4K - $27.7K
|
259
$236K
|
|
|
Jan 07, 2026
Q4 2025
|
Innova Wealth Partners
|
BUY
|
- |
285+ 112.65% |
$260K - $272K
|
538
$491K
|
|
|
Jan 07, 2026
Q4 2025
|
Baldwin Brothers LLC
|
SELL
|
- |
-539- 1.43% |
$491K - $515K
|
37.2K
$34M
|
|
|
Jan 07, 2026
Q4 2025
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-205- 10.14% |
$187K - $196K
|
1.82K
$1.66M
|
|
|
Jan 07, 2026
Q4 2025
|
Cwa Asset Management Group, LLC
|
SELL
|
- |
-1.22K- 3.41% |
$1.11M - $1.17M
|
34.6K
$31.6M
|
|
|
Jan 07, 2026
Q4 2025
|
Retirement Wealth Solutions LLC
Marshfield, WI |
SELL
|
- |
-5- 8.47% |
$4.55K - $4.77K
|
54
$49.3K
|
|
|
Jan 07, 2026
Q4 2025
|
Lynch & Associates
|
BUY
|
- |
1+ 0.28% |
$911 - $955
|
364
$332K
|
|
|
Jan 07, 2026
Q4 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
81+ 1.18% |
$73.8K - $77.4K
|
6.96K
$6.35M
|
|
|
Jan 07, 2026
Q4 2025
|
Crescent Sterling, Ltd.
Metairie, LA |
BUY
|
- |
191+ 11.05% |
$174K - $182K
|
1.92K
$1.75M
|
|
|
Jan 07, 2026
Q4 2025
|
Brady Family Wealth, LLC
Saint Louis, MO |
SELL
|
- |
-86- 1.91% |
$78.3K - $82.1K
|
4.43K
$4.04M
|
|
|
Jan 07, 2026
Q4 2025
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-40- 0.27% |
$36.4K - $38.2K
|
15K
$13.7M
|
|
|
Jan 07, 2026
Q4 2025
|
Wisconsin Wealth Advisors, LLC
Sun Prairie, WI |
SELL
|
- |
-86- 7.31% |
$78.3K - $82.1K
|
1.09K
$995K
|
|
|
Jan 07, 2026
Q4 2025
|
Cahaba Wealth Management, Inc.
|
SELL
|
- |
-18- 1.51% |
$16.4K - $17.2K
|
1.17K
$1.07M
|
|
|
Jan 07, 2026
Q4 2025
|
Procyon Advisors, LLC
|
SELL
|
- |
-92- 1.22% |
$83.8K - $87.9K
|
7.43K
$6.78M
|
|
|
Jan 07, 2026
Q4 2025
|
Northside Capital Management, LLC
|
SELL
|
- |
-328- 8.13% |
$299K - $313K
|
3.71K
$3.38M
|
|
|
Jan 07, 2026
Q4 2025
|
Parisi Gray Wealth Management
|
BUY
|
- |
5+ 0.08% |
$4.55K - $4.77K
|
6.62K
$6.04M
|
|
|
Jan 07, 2026
Q4 2025
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
199+ 12.42% |
$181K - $190K
|
1.8K
$1.64M
|
|
|
Jan 07, 2026
Q4 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-90- 2.33% |
$82K - $85.9K
|
3.77K
$3.44M
|
|
|
Jan 07, 2026
Q4 2025
|
Everpar Advisors LLC
Tulsa, OK |
SELL
|
- |
-7- 1.09% |
$6.38K - $6.68K
|
633
$578K
|
|
|
Jan 07, 2026
Q4 2025
|
Panoramic Capital Partners, LLC
Lake Oswego, OR |
BUY
|
- |
22+ 1.29% |
$20K - $21K
|
1.72K
$1.57M
|
|
|
Jan 07, 2026
Q4 2025
|
Impact Capital Partners LLC
Greenwood Village, CO |
SELL
|
- |
-22- 1.24% |
$20K - $21K
|
1.75K
$1.6M
|
|
|
Jan 07, 2026
Q4 2025
|
Tounjian Advisory Partners, LLC
Fort Myers, FL |
BUY
|
- |
2.82K+ 1156.56% |
$2.57M - $2.69M
|
3.07K
$2.8M
|
|
|
Jan 07, 2026
Q4 2025
|
Sandbox Financial Partners, LLC
Bethesda, MD |
SELL
|
- |
-722- 46.64% |
$658K - $690K
|
826
$754K
|
|
|
Jan 07, 2026
Q4 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
13+ 0.74% |
$11.8K - $12.4K
|
1.78K
$1.62M
|
|
|
Jan 07, 2026
Q4 2025
|
Processus Wealth & Capital Management, LLC
Brentwood, TN |
BUY
|
- |
198+ 4.16% |
$180K - $189K
|
4.96K
$4.53M
|
|
|
Jan 07, 2026
Q4 2025
|
Permanent Capital Management, LP
Chicago, IL |
SELL
|
- |
-65- 6.89% |
$59.2K - $62.1K
|
879
$802K
|
|
|
Jan 07, 2026
Q4 2025
|
Cooper Financial Group
|
SELL
|
- |
-47- 1.09% |
$42.8K - $44.9K
|
4.28K
$3.91M
|
|
|
Jan 07, 2026
Q4 2025
|
Occidental Asset Management, LLC
|
SELL
|
- |
-2- 0.24% |
$1.82K - $1.91K
|
828
$756K
|
|
|
Jan 07, 2026
Q4 2025
|
Kure Advisory, LLC
Plymouth, MN |
BUY
|
- |
35+ 9.26% |
$31.9K - $33.4K
|
413
$377K
|
|
|
Jan 06, 2026
Q4 2025
|
Neville Rodie & Shaw Inc
|
SELL
|
- |
-414- 1.32% |
$377K - $395K
|
30.9K
$28.2M
|
|
|
Jan 06, 2026
Q4 2025
|
Investors Research Corp
|
BUY
|
- |
37+ 411.11% |
$33.7K - $35.3K
|
46
$42K
|
|
|
Jan 06, 2026
Q4 2025
|
Advance Capital Management, Inc.
Southfield, MI |
SELL
|
- |
-12- 4.24% |
$10.9K - $11.5K
|
271
$247K
|
|
|
Jan 06, 2026
Q4 2025
|
Unique Wealth, LLC
Tampa, FL |
SELL
|
- |
-1- 0.11% |
$911 - $955
|
884
$807K
|
|
|
Jan 06, 2026
Q4 2025
|
Canal Capital Management, LLC
|
BUY
|
- |
18+ 2.07% |
$16.4K - $17.2K
|
886
$809K
|
|
|
Jan 06, 2026
Q4 2025
|
Hiley Hunt Wealth Management
Omaha, NE |
BUY
|
- |
1+ 0.15% |
$911 - $955
|
672
$613K
|
|
|
Jan 06, 2026
Q4 2025
|
Hoffman, Alan N Investment Management
|
SELL
|
- |
-2.96K- 25.65% |
$2.7M - $2.83M
|
8.58K
$7.83M
|
|
|
Jan 06, 2026
Q4 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-104- 1.67% |
$94.7K - $99.3K
|
6.11K
$5.58M
|
|
|
Jan 06, 2026
Q4 2025
|
Renaissance Investment Group LLC
|
SELL
|
- |
-72- 0.35% |
$65.6K - $68.8K
|
20.7K
$18.9M
|
|
|
Jan 06, 2026
Q4 2025
|
Chemistry Wealth Management LLC
New York, NY |
BUY
|
- |
169+ 5.8% |
$154K - $161K
|
3.08K
$2.81M
|
|
|
Jan 06, 2026
Q4 2025
|
Werlinich Asset Management, LLC
Stamford, CT |
SELL
|
- |
-4- 0.11% |
$3.64K - $3.82K
|
3.62K
$3.31M
|
|
|
Jan 06, 2026
Q4 2025
|
Fulcrum Equity Management
|
BUY
|
- |
220+ 57.44% |
$200K - $210K
|
603
$550K
|
|
|
Jan 06, 2026
Q4 2025
|
Ransom Advisory, LTD
Providence, RI |
BUY
|
- |
13+ 20.31% |
$11.8K - $12.4K
|
77
$70.3K
|
|
|
Jan 06, 2026
Q4 2025
|
Sage Capital Advisors,Llc
|
BUY
|
- |
45+ 0.71% |
$41K - $43K
|
6.42K
$5.86M
|
|
|
Jan 06, 2026
Q4 2025
|
Iowa State Bank
|
BUY
|
- |
3+ 0.14% |
$2.73K - $2.86K
|
2.09K
$1.91M
|
|
|
Jan 06, 2026
Q4 2025
|
Rda Financial Network
|
BUY
|
- |
14+ 0.31% |
$12.8K - $13.4K
|
4.51K
$4.11M
|
|
|
Jan 06, 2026
Q4 2025
|
Collective Family Office LLC
|
SELL
|
- |
-5- 0.69% |
$4.55K - $4.77K
|
718
$655K
|
|
|
Jan 06, 2026
Q4 2025
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
15+ 0.86% |
$13.7K - $14.3K
|
1.76K
$1.6M
|
|