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 |
|---|---|---|---|---|---|---|---|
|
Oct 21, 2025
Q3 2025
|
Wealth Management Associates, Inc.
Cherry Hill, NJ |
SELL
|
- |
-12- 1.51% |
$11K - $11.9K
|
782
$714K
|
|
|
Oct 21, 2025
Q3 2025
|
Guyasuta Investment Advisors Inc
|
SELL
|
- |
-328- 12.21% |
$300K - $326K
|
2.36K
$2.15M
|
|
|
Oct 21, 2025
Q3 2025
|
Cap Wealth Advisors, LLC
|
SELL
|
- |
-215- 1.96% |
$197K - $214K
|
10.7K
$9.79M
|
|
|
Oct 21, 2025
Q3 2025
|
Banque Pictet & Cie Sa
|
BUY
|
- |
76+ 0.95% |
$69.6K - $75.6K
|
8.11K
$7.4M
|
|
|
Oct 21, 2025
Q3 2025
|
Generali Asset Management Spa Sgr
Trieste, L6 |
BUY
|
- |
4.59K+ 22.32% |
$4.21M - $4.57M
|
25.2K
$23M
|
|
|
Oct 21, 2025
Q3 2025
|
Mattern Capital Management, LLC
Lakewood, CO |
SELL
|
- |
-243- 1.72% |
$223K - $242K
|
13.9K
$12.7M
|
|
|
Oct 21, 2025
Q3 2025
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-222- 5.74% |
$203K - $221K
|
3.64K
$3.33M
|
|
|
Oct 21, 2025
Q3 2025
|
Invesco, LLC
Des Plaines, IL |
BUY
|
- |
29+ 0.3% |
$26.6K - $28.8K
|
9.62K
$8.78M
|
|
|
Oct 21, 2025
Q3 2025
|
Braun Stacey Associates Inc
|
BUY
|
- |
414+ 1.9% |
$379K - $412K
|
22.2K
$20.3M
|
|
|
Oct 21, 2025
Q3 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
1.25K+ 49.29% |
$1.14M - $1.24M
|
3.78K
$3.45M
|
|
|
Oct 21, 2025
Q3 2025
|
Schear Investment Advisers, LLC
Cincinnati, OH |
BUY
|
- |
22+ 0.46% |
$20.2K - $21.9K
|
4.76K
$4.35M
|
|
|
Oct 21, 2025
Q3 2025
|
Sterling Investment Counsel, LLC
|
SELL
|
- |
-464- 34.68% |
$425K - $461K
|
874
$798K
|
|
|
Oct 21, 2025
Q3 2025
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
BUY
|
- |
3+ 1.03% |
$2.75K - $2.98K
|
293
$267K
|
|
|
Oct 21, 2025
Q3 2025
|
Goldstein Advisors, LLC
Madison, WI |
SELL
|
- |
-68- 10.09% |
$62.3K - $67.6K
|
606
$553K
|
|
|
Oct 21, 2025
Q3 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
13+ 4.23% |
$11.9K - $12.9K
|
320
$292K
|
|
|
Oct 21, 2025
Q3 2025
|
Retirement Guys Formula LLC
|
SELL
|
- |
-1.15K- 38.63% |
$1.06M - $1.15M
|
1.83K
$1.67M
|
|
|
Oct 21, 2025
Q3 2025
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
176+ 8.19% |
$161K - $175K
|
2.33K
$2.12M
|
|
|
Oct 21, 2025
Q3 2025
|
Lazard Freres Gestion S.A.S.
|
BUY
|
- |
7.84K+ 10.19% |
$7.18M - $7.79M
|
84.7K
$77.3M
|
|
|
Oct 21, 2025
Q3 2025
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-4.76K- 27.34% |
$4.36M - $4.73M
|
12.6K
$11.5M
|
|
|
Oct 21, 2025
Q3 2025
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
161+ 0.91% |
$147K - $160K
|
17.8K
$16.2M
|
|
|
Oct 21, 2025
Q3 2025
|
First Pacific Financial
|
SELL
|
- |
-182- 3.74% |
$167K - $181K
|
4.69K
$4.28M
|
|
|
Oct 21, 2025
Q3 2025
|
Cascade Financial Partners, LLC
San Diego, CA |
BUY
|
- |
2+ 0.1% |
$1.83K - $1.99K
|
2.02K
$1.84M
|
|
|
Oct 21, 2025
Q3 2025
|
Fischer Financial Services, Inc.
Harrisburg, PA |
BUY
|
- |
75+ 1.0% |
$68.7K - $74.6K
|
7.61K
$6.95M
|
|
|
Oct 21, 2025
Q3 2025
|
Gam Holding Ag
|
SELL
|
- |
-3.16K- 25.41% |
$2.89M - $3.14M
|
9.27K
$8.46M
|
|
|
Oct 21, 2025
Q3 2025
|
Morris Financial Concepts, Inc.
|
SELL
|
- |
-13- 2.5% |
$11.9K - $12.9K
|
507
$463K
|
|
|
Oct 21, 2025
Q3 2025
|
Pictet North America Advisors Sa
|
BUY
|
- |
14+ 2.2% |
$12.8K - $13.9K
|
651
$594K
|
|
|
Oct 21, 2025
Q3 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
148+ 17.07% |
$136K - $147K
|
1.02K
$926K
|
|
|
Oct 21, 2025
Q3 2025
|
Brookwood Investment Group LLC
Phoenix, AZ |
SELL
|
- |
-1.05K- 28.4% |
$957K - $1.04M
|
2.64K
$2.4M
|
|
|
Oct 21, 2025
Q3 2025
|
Gsb Wealth Management, LLC
|
BUY
|
- |
8+ 0.23% |
$7.33K - $7.96K
|
3.55K
$3.24M
|
|
|
Oct 21, 2025
Q3 2025
|
Arbor Investment Advisors, LLC
|
SELL
|
- |
-7- 0.38% |
$6.41K - $6.96K
|
1.82K
$1.66M
|
|
|
Oct 21, 2025
Q3 2025
|
Altfest L J & CO Inc
|
SELL
|
- |
-50- 3.19% |
$45.8K - $49.7K
|
1.52K
$1.38M
|
|
|
Oct 21, 2025
Q3 2025
|
Physicians Financial Services, Inc.
Raleigh, NC |
BUY
|
- |
80+ 1.22% |
$73.3K - $79.6K
|
6.66K
$6.08M
|
|
|
Oct 21, 2025
Q3 2025
|
Pds Planning, Inc
|
BUY
|
- |
3+ 0.08% |
$2.75K - $2.98K
|
3.68K
$3.36M
|
|
|
Oct 21, 2025
Q3 2025
|
Brown Miller Wealth Management, LLC
|
SELL
|
- |
-275- 22.07% |
$252K - $274K
|
971
$886K
|
|
|
Oct 21, 2025
Q3 2025
|
Townsend & Associates, Inc
|
SELL
|
- |
-119- 25.32% |
$109K - $118K
|
351
$320K
|
|
|
Oct 21, 2025
Q3 2025
|
Hedeker Wealth, LLC
|
BUY
|
- |
47+ 1.34% |
$43K - $46.7K
|
3.57K
$3.26M
|
|
|
Oct 21, 2025
Q3 2025
|
Ntv Asset Management LLC
|
BUY
|
- |
43+ 1.07% |
$39.4K - $42.8K
|
4.07K
$3.72M
|
|
|
Oct 21, 2025
Q3 2025
|
Taylor Frigon Capital Management LLC
|
SELL
|
- |
-5- 0.24% |
$4.58K - $4.97K
|
2.11K
$1.92M
|
|
|
Oct 21, 2025
Q3 2025
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-251- 1.96% |
$230K - $250K
|
12.5K
$11.4M
|
|
|
Oct 21, 2025
Q3 2025
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
SELL
|
- |
-395- 42.11% |
$362K - $393K
|
543
$496K
|
|
|
Oct 21, 2025
Q3 2025
|
Buttonwood Financial Advisors Inc.
|
SELL
|
- |
-54- 4.83% |
$49.5K - $53.7K
|
1.07K
$972K
|
|
|
Oct 21, 2025
Q3 2025
|
Pflug Koory, LLC
|
SELL
|
- |
-35- 11.74% |
$32.1K - $34.8K
|
263
$240K
|
|
|
Oct 21, 2025
Q3 2025
|
Western Pacific Wealth Management, LP
|
SELL
|
- |
-736- 35.87% |
$674K - $732K
|
1.32K
$1.2M
|
|
|
Oct 21, 2025
Q3 2025
|
Intelligent Financial Strategies
Excelsior, MN |
SELL
|
- |
-65- 5.32% |
$59.5K - $64.6K
|
1.16K
$1.05M
|
|
|
Oct 21, 2025
Q3 2025
|
Altus Wealth Group LLC
Colorado Springs, CO |
BUY
|
- |
1+ 0.11% |
$916 - $995
|
953
$870K
|
|
|
Oct 21, 2025
Q3 2025
|
Chronos Wealth Management, LLC
|
SELL
|
- |
-246- 3.3% |
$225K - $245K
|
7.21K
$6.58M
|
|
|
Oct 21, 2025
Q3 2025
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
SELL
|
- |
-21- 0.7% |
$19.2K - $20.9K
|
3K
$2.74M
|
|
|
Oct 21, 2025
Q3 2025
|
Simon Quick Advisors, LLC
|
BUY
|
- |
283+ 27.94% |
$259K - $281K
|
1.3K
$1.18M
|
|
|
Oct 21, 2025
Q3 2025
|
Mn Wealth Advisors, LLC
Overland Park, KS |
SELL
|
- |
-5- 0.71% |
$4.58K - $4.97K
|
695
$634K
|
|
|
Oct 21, 2025
Q3 2025
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
48+ 26.97% |
$44K - $47.7K
|
226
$206K
|
|