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
|
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
|
|
|
Jan 05, 2026
Q4 2025
|
Roxbury Financial LLC
Mount Arlington, NJ |
SELL
|
- |
-24- 2.05% |
$21.9K - $22.9K
|
1.15K
$1.05M
|
|
|
Jan 05, 2026
Q4 2025
|
Foguth Wealth Management, Llc.
Brighton, MI |
SELL
|
- |
-6- 1.0% |
$5.47K - $5.73K
|
592
$540K
|
|
|
Jan 05, 2026
Q4 2025
|
Trust CO Of The South
Greensboro, NC |
SELL
|
- |
-804- 52.17% |
$732K - $768K
|
737
$673K
|
|
|
Jan 05, 2026
Q4 2025
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
BUY
|
- |
24.9K+ 169.44% |
$22.7M - $23.8M
|
39.5K
$36.1M
|
|
|
Jan 05, 2026
Q4 2025
|
Grant Private Wealth Management Inc
Pleasanton, CA |
SELL
|
- |
-125- 20.19% |
$114K - $119K
|
494
$451K
|
|
|
Jan 05, 2026
Q4 2025
|
Helen Stephens Group, LLC
|
SELL
|
- |
-20- 1.49% |
$18.2K - $19.1K
|
1.32K
$1.2M
|
|
|
Jan 05, 2026
Q4 2025
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-206- 6.15% |
$188K - $197K
|
3.14K
$2.87M
|
|
|
Jan 05, 2026
Q4 2025
|
Legacy Wealth Management, LLC / Ms
Ridgeland, MS |
BUY
|
- |
467+ 14.34% |
$425K - $446K
|
3.72K
$3.4M
|
|
|
Jan 05, 2026
Q4 2025
|
Gk Wealth Management LLC
Reno, NV |
SELL
|
- |
-6- 1.59% |
$5.47K - $5.73K
|
372
$339K
|
|
|
Jan 05, 2026
Q4 2025
|
Goal Vest Advisory LLC
|
BUY
|
- |
97+ 24.62% |
$88.4K - $92.6K
|
491
$448K
|
|
|
Jan 05, 2026
Q4 2025
|
Holos Integrated Wealth LLC
Kennett Square, PA |
BUY
|
- |
57+ 132.56% |
$51.9K - $54.4K
|
100
$91.3K
|
|
|
Jan 05, 2026
Q4 2025
|
Anderson Hoagland & CO
|
BUY
|
- |
237New |
$216K - $226K
|
237
$216K
|
|
|
Jan 05, 2026
Q4 2025
|
Coastline Trust CO
|
BUY
|
- |
578+ 5.94% |
$527K - $552K
|
10.3K
$9.41M
|
|
|
Jan 05, 2026
Q4 2025
|
Park Avenue Securities LLC
|
SELL
|
- |
-6.15K- 21.15% |
$5.61M - $5.88M
|
22.9K
$20.9M
|
|
|
Jan 05, 2026
Q4 2025
|
Ables, Iannone, Moore & Associates, Inc.
Savannah, GA |
BUY
|
- |
6+ 0.3% |
$5.47K - $5.73K
|
2.02K
$1.84M
|
|
|
Jan 05, 2026
Q4 2025
|
Park National Corp
|
BUY
|
- |
1.45K+ 4.21% |
$1.32M - $1.38M
|
35.8K
$32.7M
|
|
|
Jan 05, 2026
Q4 2025
|
Commons Capital, LLC
Needham, MA |
SELL
|
- |
-117- 4.01% |
$107K - $112K
|
2.8K
$2.55M
|
|
|
Jan 05, 2026
Q4 2025
|
Noble Wealth Management Pbc
Greenwood Village, CO |
SELL
|
- |
-4- 2.19% |
$3.64K - $3.82K
|
179
$163K
|
|
|
Jan 02, 2026
Q4 2025
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
73+ 23.4% |
$66.5K - $69.7K
|
385
$351K
|
|
|
Jan 02, 2026
Q4 2025
|
First Financial Bank Trust Division
Hamilton, OH |
BUY
|
- |
92+ 27.71% |
$83.8K - $87.9K
|
424
$387K
|
|
|
Jan 02, 2026
Q4 2025
|
Boltwood Capital Management
|
BUY
|
- |
53+ 3.4% |
$48.3K - $50.6K
|
1.61K
$1.47M
|
|