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 08, 2026
Q4 2025
|
Carr Financial Group Corp
Worcester, MA |
SELL
|
- |
-5- 0.43% |
$4.55K - $4.77K
|
1.15K
$1.05M
|
|
|
Jan 08, 2026
Q4 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
SELL
|
- |
-298- 26.07% |
$271K - $285K
|
845
$771K
|
|
|
Jan 08, 2026
Q4 2025
|
Silvia Mccoll Wealth Management, LLC
San Diego, CA |
BUY
|
- |
7+ 0.32% |
$6.38K - $6.68K
|
2.16K
$1.97M
|
|
|
Jan 08, 2026
Q4 2025
|
Tactive Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-110- 11.85% |
$100K - $105K
|
818
$746K
|
|
|
Jan 08, 2026
Q4 2025
|
Tabr Capital Management, LLC
Orange, CA |
BUY
|
- |
83+ 27.39% |
$75.6K - $79.3K
|
386
$352K
|
|
|
Jan 08, 2026
Q4 2025
|
Westview Management Dba Westview Investment Advisors
Burlington, VT |
BUY
|
- |
2.51KNew |
$2.28M - $2.39M
|
2.51K
$2.29M
|
|
|
Jan 07, 2026
Q4 2025
|
Harbour Capital Advisors, LLC
|
SELL
|
- |
-87- 1.33% |
$79.3K - $83.1K
|
6.47K
$5.9M
|
|
|
Jan 07, 2026
Q4 2025
|
New England Research & Management, Inc.
|
BUY
|
- |
950+ 358.49% |
$865K - $907K
|
1.22K
$1.11M
|
|
|
Jan 07, 2026
Q4 2025
|
Lake Street Financial LLC
|
BUY
|
- |
335+ 3.97% |
$305K - $320K
|
8.77K
$8M
|
|
|
Jan 07, 2026
Q4 2025
|
Bay Rivers Group
|
BUY
|
- |
331+ 5.6% |
$302K - $316K
|
6.25K
$5.7M
|
|
|
Jan 07, 2026
Q4 2025
|
Everhart Financial Group, Inc.
|
BUY
|
- |
447+ 9.63% |
$407K - $427K
|
5.09K
$4.64M
|
|
|
Jan 07, 2026
Q4 2025
|
Tru Wealth Advisors, LLC
|
SELL
|
- |
-1.46K- 3.79% |
$1.33M - $1.39M
|
37K
$33.8M
|
|
|
Jan 07, 2026
Q4 2025
|
Aafmaa Wealth Management & Trust LLC
|
BUY
|
- |
440+ 22.76% |
$401K - $420K
|
2.37K
$2.17M
|
|
|
Jan 07, 2026
Q4 2025
|
Capital Advantage, Inc.
|
BUY
|
- |
168+ 16.39% |
$153K - $160K
|
1.19K
$1.09M
|
|
|
Jan 07, 2026
Q4 2025
|
Riversedge Advisors, LLC
|
SELL
|
- |
-155- 14.6% |
$141K - $148K
|
907
$828K
|
|
|
Jan 07, 2026
Q4 2025
|
Corsicana & Co.
|
BUY
|
- |
8+ 0.23% |
$7.29K - $7.64K
|
3.51K
$3.2M
|
|
|
Jan 07, 2026
Q4 2025
|
Kfa Private Wealth Group, LLC
|
BUY
|
- |
53+ 7.36% |
$48.3K - $50.6K
|
773
$705K
|
|
|
Jan 07, 2026
Q4 2025
|
Wespac Advisors So Cal, LLC
|
BUY
|
- |
321New |
$292K - $307K
|
321
$293K
|
|
|
Jan 07, 2026
Q4 2025
|
Precedent Wealth Partners, LLC
Houston, TX |
BUY
|
- |
32+ 7.49% |
$29.2K - $30.6K
|
459
$419K
|
|
|
Jan 07, 2026
Q4 2025
|
Private Client Services, LLC
Louisville, KY |
SELL
|
- |
-41- 5.39% |
$37.3K - $39.2K
|
720
$657K
|
|
|
Jan 07, 2026
Q4 2025
|
Sulzberger Capital Advisors, Inc.
Miami, FL |
SELL
|
- |
-35- 6.0% |
$31.9K - $33.4K
|
548
$500K
|
|
|
Jan 07, 2026
Q4 2025
|
Covea Finance
|
SELL
|
- |
-25.8K- 63.47% |
$23.5M - $24.6M
|
14.9K
$13.6M
|
|
|
Jan 07, 2026
Q4 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
SELL
|
- |
-112- 1.53% |
$102K - $107K
|
7.22K
$6.59M
|
|
|
Jan 07, 2026
Q4 2025
|
Bcgm Wealth Management, LLC
|
SELL
|
- |
-10- 2.52% |
$9.11K - $9.55K
|
387
$353K
|
|
|
Jan 07, 2026
Q4 2025
|
Gilbert & Cook, Inc.
|
BUY
|
- |
56+ 13.83% |
$51K - $53.5K
|
461
$421K
|
|
|
Jan 07, 2026
Q4 2025
|
Decision Map Wealth Management, LLC
Great Falls, VA |
BUY
|
- |
30+ 7.94% |
$27.3K - $28.6K
|
408
$372K
|
|
|
Jan 07, 2026
Q4 2025
|
Exeter Financial, LLC
|
BUY
|
- |
1+ 0.17% |
$911 - $955
|
587
$536K
|
|
|
Jan 07, 2026
Q4 2025
|
Baring Financial LLC
Bellingham, WA |
BUY
|
- |
101+ 7.46% |
$92K - $96.5K
|
1.45K
$1.33M
|
|
|
Jan 07, 2026
Q4 2025
|
Norman Fields, Gottscho Capital Management, LLC
|
SELL
|
- |
-706- 1.22% |
$643K - $674K
|
57.2K
$52.2M
|
|
|
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
|
|