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 07, 2025
Q3 2025
|
1620 Investment Advisors, Inc.
Plymouth, MA |
SELL
|
- |
-1- 5.88% |
$916 - $995
|
16
$14.6K
|
|
|
Oct 07, 2025
Q3 2025
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
BUY
|
- |
5+ 0.27% |
$4.58K - $4.97K
|
1.87K
$1.71M
|
|
|
Oct 07, 2025
Q3 2025
|
Proathlete Wealth Management LLC
Boca Raton, FL |
BUY
|
- |
51+ 40.16% |
$46.7K - $50.7K
|
178
$162K
|
|
|
Oct 07, 2025
Q3 2025
|
Ewg Elevate Inc.
|
BUY
|
- |
19+ 2.82% |
$17.4K - $18.9K
|
693
$632K
|
|
|
Oct 07, 2025
Q3 2025
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
25+ 0.32% |
$22.9K - $24.9K
|
7.79K
$7.11M
|
|
|
Oct 07, 2025
Q3 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
SELL
|
- |
-4.97K- 91.23% |
$4.56M - $4.95M
|
478
$436K
|
|
|
Oct 07, 2025
Q3 2025
|
Family Legacy Financial Solutions, LLC
Cary, NC |
BUY
|
- |
250+ 21.91% |
$229K - $249K
|
1.39K
$1.27M
|
|
|
Oct 07, 2025
Q3 2025
|
Strong Box Wealth, LLC
|
BUY
|
- |
579+ 9.01% |
$530K - $576K
|
7K
$6.39M
|
|
|
Oct 07, 2025
Q3 2025
|
Channel Wealth LLC
Santa Barbara, CA |
BUY
|
- |
109+ 3.69% |
$99.8K - $108K
|
3.06K
$2.79M
|
|
|
Oct 07, 2025
Q3 2025
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
550+ 37.14% |
$504K - $547K
|
2.03K
$1.85M
|
|
|
Oct 07, 2025
Q3 2025
|
Mc Lean Asset Management Corp
|
SELL
|
- |
-18- 1.85% |
$16.5K - $17.9K
|
953
$870K
|
|
|
Oct 07, 2025
Q3 2025
|
First International Bank & Trust
Watford City, ND |
BUY
|
- |
62+ 3.6% |
$56.8K - $61.7K
|
1.79K
$1.63M
|
|
|
Oct 07, 2025
Q3 2025
|
Orser Capital Management, LLC
|
BUY
|
- |
1.44KNew |
$1.32M - $1.43M
|
1.44K
$1.32M
|
|
|
Oct 07, 2025
Q3 2025
|
Ignite Planners, LLC
|
BUY
|
- |
2+ 0.05% |
$1.83K - $1.99K
|
4.34K
$3.96M
|
|
|
Oct 07, 2025
Q3 2025
|
Veracity Capital LLC
|
SELL
|
- |
-686- 47.74% |
$628K - $682K
|
751
$685K
|
|
|
Oct 07, 2025
Q3 2025
|
Beacon Financial Group
|
SELL
|
- |
-25- 2.76% |
$22.9K - $24.9K
|
880
$803K
|
|
|
Oct 07, 2025
Q3 2025
|
Country Club Bank
|
SELL
|
- |
-370- 3.82% |
$339K - $368K
|
9.31K
$8.49M
|
|
|
Oct 07, 2025
Q3 2025
|
Accel Wealth Management
|
SELL
|
- |
-112- 16.0% |
$103K - $111K
|
588
$537K
|
|
|
Oct 07, 2025
Q3 2025
|
Towerpoint Wealth, LLC
Sacramento, CA |
BUY
|
- |
63+ 2.9% |
$57.7K - $62.7K
|
2.23K
$2.04M
|
|
|
Oct 06, 2025
Q3 2025
|
Trust CO
|
BUY
|
- |
6+ 2.07% |
$5.5K - $5.97K
|
296
$270K
|
|
|
Oct 06, 2025
Q3 2025
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
276+ 1.96% |
$253K - $275K
|
14.4K
$13.1M
|
|
|
Oct 06, 2025
Q3 2025
|
Greenfield Savings Bank
|
BUY
|
- |
192+ 3.68% |
$176K - $191K
|
5.41K
$4.93M
|
|
|
Oct 06, 2025
Q3 2025
|
Venture Visionary Partners LLC
|
BUY
|
- |
403+ 4.72% |
$369K - $401K
|
8.95K
$8.17M
|
|
|
Oct 06, 2025
Q3 2025
|
Venture Visionary Partners LLC
|
BUY
|
PUT |
300New |
$275K - $298K
|
300
$274K
|
|
|
Oct 06, 2025
Q3 2025
|
Steph & CO
|
BUY
|
- |
2+ 4.76% |
$1.83K - $1.99K
|
44
$40.2K
|
|
|
Oct 06, 2025
Q3 2025
|
Hf Advisory Group, LLC
Annapolis, MD |
SELL
|
- |
-9- 2.59% |
$8.24K - $8.95K
|
339
$309K
|
|
|
Oct 06, 2025
Q3 2025
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-17- 3.65% |
$15.6K - $16.9K
|
449
$410K
|
|
|
Oct 06, 2025
Q3 2025
|
Beacon Financial Strategies Corp
Raleigh, NC |
SELL
|
- |
-12- 4.17% |
$11K - $11.9K
|
276
$252K
|
|
|
Oct 06, 2025
Q3 2025
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
46+ 8.88% |
$42.1K - $45.8K
|
564
$515K
|
|
|
Oct 06, 2025
Q3 2025
|
Sanders Morris Harris LLC
|
BUY
|
- |
2.88KNew |
$2.64M - $2.86M
|
2.88K
$2.63M
|
|
|
Oct 06, 2025
Q3 2025
|
Wiser Wealth Management, Inc
|
BUY
|
- |
17+ 8.13% |
$15.6K - $16.9K
|
226
$206K
|
|
|
Oct 06, 2025
Q3 2025
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
1+ 0.2% |
$916 - $995
|
491
$448K
|
|
|
Oct 03, 2025
Q3 2025
|
West Oak Capital, LLC
|
SELL
|
- |
-536- 10.56% |
$491K - $533K
|
4.54K
$4.14M
|
|
|
Oct 03, 2025
Q3 2025
|
First Citizens Financial Corp
|
BUY
|
- |
51+ 14.57% |
$46.7K - $50.7K
|
401
$366K
|
|
|
Oct 03, 2025
Q3 2025
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
1.13K+ 28.43% |
$1.03M - $1.12M
|
5.09K
$4.65M
|
|
|
Oct 03, 2025
Q3 2025
|
Summit Financial Wealth Advisors, LLC
|
BUY
|
- |
259+ 46.25% |
$237K - $258K
|
819
$747K
|
|
|
Oct 03, 2025
Q3 2025
|
Jackson Wealth Management, LLC
|
BUY
|
- |
401+ 2.05% |
$367K - $399K
|
20K
$18.2M
|
|
|
Oct 03, 2025
Q3 2025
|
Dominguez Wealth Management Solutions, Inc.
Williamsburg, VA |
BUY
|
- |
1+ 0.1% |
$916 - $995
|
1.04K
$950K
|
|
|
Oct 03, 2025
Q3 2025
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
371+ 4.64% |
$340K - $369K
|
8.36K
$7.63M
|
|
|
Oct 03, 2025
Q3 2025
|
Martin Capital Partners, LLC
|
SELL
|
- |
-32- 7.53% |
$29.3K - $31.8K
|
393
$359K
|
|
|
Oct 02, 2025
Q3 2025
|
Armstrong Henry H Associates Inc
|
SELL
|
- |
-5- 0.46% |
$4.58K - $4.97K
|
1.07K
$977K
|
|
|
Oct 02, 2025
Q3 2025
|
Bank Of New Hampshire
|
BUY
|
- |
18+ 0.31% |
$16.5K - $17.9K
|
5.78K
$5.27M
|
|
|
Oct 02, 2025
Q3 2025
|
Shorepoint Capital Partners LLC
Norwood, MA |
BUY
|
- |
54+ 0.73% |
$49.5K - $53.7K
|
7.42K
$6.77M
|
|
|
Oct 02, 2025
Q3 2025
|
Breakwater Investment Management
Seattle, WA |
BUY
|
- |
3+ 3.7% |
$2.75K - $2.98K
|
84
$76.7K
|
|
|
Oct 01, 2025
Q3 2025
|
Everence Capital Management Inc
|
SELL
|
- |
-3.37K- 31.82% |
$3.08M - $3.35M
|
7.22K
$6.59M
|
|
|
Oct 01, 2025
Q3 2025
|
Farmers Trust CO
|
BUY
|
- |
12+ 4.78% |
$11K - $11.9K
|
263
$240K
|
|
|
Oct 01, 2025
Q3 2025
|
Vigilare Wealth Management
|
SELL
|
- |
-79- 3.08% |
$72.4K - $78.6K
|
2.49K
$2.27M
|
|
|
Oct 01, 2025
Q3 2025
|
Rowland & CO Investment Counsel
Atlanta, GA |
BUY
|
- |
787+ 15.59% |
$721K - $783K
|
5.84K
$5.33M
|
|
| Q2 2025 | |||||||
|
Dec 23, 2025
Q2 2025
|
Triumph Capital Management
|
SELL
|
- |
-110- 26.96% |
$99.9K - $116K
|
298
$272K
|
|
|
Dec 18, 2025
Q2 2025
|
Danica Pension, Livsforsikringsaktieselskab
Copenhagen V, |
BUY
|
- |
6.38K+ 55.73% |
$5.79M - $6.74M
|
17.8K
$16.3M
|
|