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 20, 2025
Q3 2025
|
Xml Financial, LLC
|
SELL
|
- |
-120- 2.66% |
$110K - $119K
|
4.4K
$4.01M
|
|
|
Oct 20, 2025
Q3 2025
|
Trail Ridge Investment Advisors, LLC
|
BUY
|
- |
7+ 0.13% |
$6.41K - $6.96K
|
5.4K
$4.93M
|
|
|
Oct 20, 2025
Q3 2025
|
Motive Wealth Advisors
|
SELL
|
- |
-17- 3.24% |
$15.6K - $16.9K
|
508
$464K
|
|
|
Oct 20, 2025
Q3 2025
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-12- 9.38% |
$11K - $11.9K
|
116
$106K
|
|
|
Oct 20, 2025
Q3 2025
|
Blue Path Capital Management, LLC
Atlanta, GA |
BUY
|
- |
216+ 11.0% |
$198K - $215K
|
2.18K
$1.99M
|
|
|
Oct 20, 2025
Q3 2025
|
Mainstream Capital Management LLC
Los Angeles, CA |
BUY
|
- |
104+ 4.56% |
$95.3K - $103K
|
2.38K
$2.18M
|
|
|
Oct 20, 2025
Q3 2025
|
Shum Financial Group, Inc.
Alameda, CA |
SELL
|
- |
-79- 4.63% |
$72.4K - $78.6K
|
1.63K
$1.48M
|
|
|
Oct 20, 2025
Q3 2025
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
406New |
$372K - $404K
|
406
$371K
|
|
|
Oct 20, 2025
Q3 2025
|
Fortress Financial Solutions, LLC
Tucson, AZ |
BUY
|
- |
39+ 3.66% |
$35.7K - $38.8K
|
1.11K
$1.01M
|
|
|
Oct 20, 2025
Q3 2025
|
Hartmann Taylor Wealth Management, LLC
Dallas, TX |
BUY
|
- |
5+ 0.75% |
$4.58K - $4.97K
|
672
$613K
|
|
|
Oct 20, 2025
Q3 2025
|
E&G Advisors, LP
|
SELL
|
- |
-6- 1.04% |
$5.5K - $5.97K
|
569
$519K
|
|
|
Oct 20, 2025
Q3 2025
|
Rb Capital Management, LLC
|
SELL
|
- |
-221- 1.3% |
$202K - $220K
|
16.8K
$15.3M
|
|
|
Oct 20, 2025
Q3 2025
|
Financial Consulate, Inc
|
BUY
|
- |
1.28KNew |
$1.18M - $1.28M
|
1.28K
$1.17M
|
|
|
Oct 20, 2025
Q3 2025
|
Morton Brown Family Wealth, LLC
|
SELL
|
- |
-6- 11.76% |
$5.5K - $5.97K
|
45
$41.1K
|
|
|
Oct 20, 2025
Q3 2025
|
Reston Wealth Management LLC
|
BUY
|
- |
5+ 1.39% |
$4.58K - $4.97K
|
364
$332K
|
|
|
Oct 20, 2025
Q3 2025
|
West Branch Capital LLC
|
BUY
|
- |
223+ 6.22% |
$204K - $222K
|
3.81K
$3.48M
|
|
|
Oct 20, 2025
Q3 2025
|
Regency Capital Management Inc.\De
|
BUY
|
- |
75+ 0.54% |
$68.7K - $74.6K
|
14.1K
$12.8M
|
|
|
Oct 20, 2025
Q3 2025
|
Salomon & Ludwin, LLC
|
BUY
|
- |
106+ 23.5% |
$97.1K - $105K
|
557
$508K
|
|
|
Oct 20, 2025
Q3 2025
|
Hofer & Associates. Inc
Thousand Oaks, CA |
BUY
|
- |
43+ 3.14% |
$39.4K - $42.8K
|
1.41K
$1.29M
|
|
|
Oct 20, 2025
Q3 2025
|
Massachusetts Wealth Management
North Andover, MA |
SELL
|
- |
-5- 0.19% |
$4.58K - $4.97K
|
2.62K
$2.39M
|
|
|
Oct 20, 2025
Q3 2025
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
BUY
|
- |
105+ 1.77% |
$96.2K - $104K
|
6.04K
$5.51M
|
|
|
Oct 20, 2025
Q3 2025
|
Farrell Financial LLC
Orchard Park, NY |
SELL
|
- |
-2- 0.38% |
$1.83K - $1.99K
|
520
$475K
|
|
|
Oct 20, 2025
Q3 2025
|
Daner Wealth Management, LLC
Alpharetta, GA |
BUY
|
- |
293New |
$268K - $291K
|
293
$267K
|
|
|
Oct 17, 2025
Q3 2025
|
Bellecapital International Ltd.
|
BUY
|
- |
600+ 2.6% |
$550K - $597K
|
23.7K
$21.6M
|
|
|
Oct 17, 2025
Q3 2025
|
Manitou Investment Management Ltd.
Toronto, A6 |
SELL
|
- |
-30- 12.24% |
$27.5K - $29.8K
|
215
$196K
|
|
|
Oct 17, 2025
Q3 2025
|
Bard Financial Services, Inc.
|
SELL
|
- |
-825- 12.61% |
$756K - $821K
|
5.72K
$5.22M
|
|
|
Oct 17, 2025
Q3 2025
|
Valicenti Advisory Services Inc
|
BUY
|
- |
4.57KNew |
$4.19M - $4.55M
|
4.57K
$4.17M
|
|
|
Oct 17, 2025
Q3 2025
|
Nova Point Capital, LLC
|
BUY
|
- |
18+ 0.68% |
$16.5K - $17.9K
|
2.65K
$2.42M
|
|
|
Oct 17, 2025
Q3 2025
|
Apella Capital, LLC
|
BUY
|
- |
109+ 3.63% |
$99.8K - $108K
|
3.11K
$2.84M
|
|
|
Oct 17, 2025
Q3 2025
|
Peddock Capital Advisors, LLC
|
BUY
|
- |
20+ 1.2% |
$18.3K - $19.9K
|
1.69K
$1.54M
|
|
|
Oct 17, 2025
Q3 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
925+ 4.2% |
$847K - $920K
|
22.9K
$20.9M
|
|
|
Oct 17, 2025
Q3 2025
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
149+ 6.21% |
$136K - $148K
|
2.55K
$2.33M
|
|
|
Oct 17, 2025
Q3 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-2.06K- 9.94% |
$1.89M - $2.05M
|
18.7K
$17.1M
|
|
|
Oct 17, 2025
Q3 2025
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-39- 9.44% |
$35.7K - $38.8K
|
374
$341K
|
|
|
Oct 17, 2025
Q3 2025
|
Sapient Capital LLC
Indianapolis, IN |
SELL
|
- |
-3.3K- 3.31% |
$3.02M - $3.28M
|
96.4K
$87.9M
|
|
|
Oct 17, 2025
Q3 2025
|
Bank Plus Trust Department
Jackson, MS |
SELL
|
- |
-18- 1.1% |
$16.5K - $17.9K
|
1.61K
$1.47M
|
|
|
Oct 17, 2025
Q3 2025
|
Indiana Trust & Investment Management CO
|
SELL
|
- |
-85- 1.12% |
$77.9K - $84.5K
|
7.53K
$6.87M
|
|
|
Oct 17, 2025
Q3 2025
|
Valley National Advisers Inc
|
SELL
|
- |
-2.05K- 80.22% |
$1.88M - $2.04M
|
506
$462K
|
|
|
Oct 17, 2025
Q3 2025
|
J. L. Bainbridge & Co., Inc.
|
BUY
|
- |
21+ 3.15% |
$19.2K - $20.9K
|
687
$627K
|
|
|
Oct 17, 2025
Q3 2025
|
Enzi Wealth
Austin, TX |
SELL
|
- |
-297- 28.34% |
$272K - $295K
|
751
$685K
|
|
|
Oct 17, 2025
Q3 2025
|
Fire Capital Management LLC
San Francisco, CA |
BUY
|
- |
43+ 3.09% |
$39.4K - $42.8K
|
1.43K
$1.31M
|
|
|
Oct 17, 2025
Q3 2025
|
Mps Loria Financial Planners, LLC
|
SELL
|
- |
-1- 0.26% |
$916 - $995
|
389
$355K
|
|
|
Oct 17, 2025
Q3 2025
|
Westhampton Capital, LLC
|
BUY
|
- |
48+ 1.45% |
$44K - $47.7K
|
3.35K
$3.06M
|
|
|
Oct 17, 2025
Q3 2025
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-110- 1.98% |
$101K - $109K
|
5.45K
$4.97M
|
|
|
Oct 17, 2025
Q3 2025
|
Coastwise Capital Group, LLC
La Jolla, CA |
BUY
|
- |
12+ 0.86% |
$11K - $11.9K
|
1.4K
$1.28M
|
|
|
Oct 17, 2025
Q3 2025
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-27- 0.29% |
$24.7K - $26.9K
|
9.19K
$8.39M
|
|
|
Oct 17, 2025
Q3 2025
|
Kavar Capital Partners Group, LLC
Leawood, KS |
BUY
|
- |
426+ 25.6% |
$390K - $424K
|
2.09K
$1.91M
|
|
|
Oct 17, 2025
Q3 2025
|
Trademark Financial Management, LLC
Bloomington, MN |
SELL
|
- |
-9- 1.02% |
$8.24K - $8.95K
|
874
$798K
|
|
|
Oct 17, 2025
Q3 2025
|
Warren Street Wealth Advisors, LLC
|
BUY
|
- |
13+ 1.93% |
$11.9K - $12.9K
|
686
$626K
|
|
|
Oct 17, 2025
Q3 2025
|
Fruth Investment Management
|
SELL
|
- |
-10- 0.2% |
$9.16K - $9.95K
|
5.03K
$4.59M
|
|