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 |
|---|---|---|---|---|---|---|---|
|
Aug 12, 2025
Q2 2025
|
Barr E S & CO
Lexington, KY |
BUY
|
- |
1.13K+ 12.82% |
$1.03M - $1.19M
|
9.95K
$9.08M
|
|
|
Aug 12, 2025
Q2 2025
|
Intrepid Capital Management Inc
Jacksonville Beach, FL |
BUY
|
- |
26+ 10.08% |
$23.6K - $27.5K
|
284
$259K
|
|
|
Aug 12, 2025
Q2 2025
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-469- 7.63% |
$426K - $496K
|
5.68K
$5.18M
|
|
|
Aug 12, 2025
Q2 2025
|
Adalta Capital Management LLC
New York, NY |
SELL
|
- |
-5- 3.13% |
$4.54K - $5.28K
|
155
$141K
|
|
|
Aug 12, 2025
Q2 2025
|
Cynosure Management, LLC
Salt Lake City, UT |
BUY
|
- |
72+ 16.63% |
$65.4K - $76.1K
|
505
$461K
|
|
|
Aug 12, 2025
Q2 2025
|
Axq Capital, LP
Jersey City, NJ |
BUY
|
- |
720New |
$654K - $761K
|
720
$657K
|
|
|
Aug 12, 2025
Q2 2025
|
Inceptionr LLC
Lafayette, CA |
SELL
|
- |
-235- 44.93% |
$213K - $248K
|
288
$263K
|
|
|
Aug 12, 2025
Q2 2025
|
Councilmark Asset Management, LLC
Knoxville, TN |
SELL
|
- |
-50- 5.52% |
$45.4K - $52.8K
|
855
$780K
|
|
|
Aug 12, 2025
Q2 2025
|
Fairscale Capital, LLC
Nashua, NH |
BUY
|
- |
93+ 41.52% |
$84.5K - $98.3K
|
317
$289K
|
|
|
Aug 12, 2025
Q2 2025
|
Martin Worley Group
Cottonwood Heights, UT |
BUY
|
- |
349+ 46.97% |
$317K - $369K
|
1.09K
$997K
|
|
|
Aug 12, 2025
Q2 2025
|
Boreal Capital Management LLC
Miami, FL |
BUY
|
- |
350New |
$318K - $370K
|
350
$319K
|
|
|
Aug 12, 2025
Q2 2025
|
Wambolt & Associates, LLC
|
SELL
|
- |
-289- 6.42% |
$262K - $305K
|
4.21K
$3.85M
|
|
|
Aug 12, 2025
Q2 2025
|
Thornburg Investment Management Inc
|
SELL
|
- |
-3.21K- 34.26% |
$2.91M - $3.39M
|
6.15K
$5.61M
|
|
|
Aug 12, 2025
Q2 2025
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
26+ 6.21% |
$23.6K - $27.5K
|
445
$406K
|
|
|
Aug 12, 2025
Q2 2025
|
Financial Avengers, Inc.
Oakland, CA |
BUY
|
- |
1+ 0.33% |
$908 - $1.06K
|
308
$281K
|
|
|
Aug 12, 2025
Q2 2025
|
Connective Capital Management, LLC
Palo Alto, CA |
SELL
|
- |
-1.89K- 41.83% |
$1.72M - $2M
|
2.63K
$2.4M
|
|
|
Aug 11, 2025
Q2 2025
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
13+ 3.27% |
$11.8K - $13.7K
|
411
$375K
|
|
|
Aug 11, 2025
Q2 2025
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
BUY
|
- |
82+ 22.34% |
$74.5K - $86.7K
|
449
$410K
|
|
|
Aug 11, 2025
Q2 2025
|
Ironsides Asset Advisors, LLC
Rocky Mount, NC |
BUY
|
- |
16+ 3.63% |
$14.5K - $16.9K
|
457
$417K
|
|
|
Aug 11, 2025
Q2 2025
|
Pollock Investment Advisors, LLC
Ann Arbor, MI |
SELL
|
- |
-200- 12.58% |
$182K - $211K
|
1.39K
$1.27M
|
|
|
Aug 11, 2025
Q2 2025
|
Private Advisor Group, LLC
|
BUY
|
PUT |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 11, 2025
Q2 2025
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
120+ 39.6% |
$109K - $127K
|
423
$386K
|
|
|
Aug 11, 2025
Q2 2025
|
Sykon Capital LLC
Harrison, NY |
BUY
|
- |
220New |
$200K - $233K
|
220
$201K
|
|
|
Aug 11, 2025
Q2 2025
|
Cascade Wealth Advisors, Inc
Wenatchee, WA |
BUY
|
- |
204+ 48.57% |
$185K - $216K
|
624
$569K
|
|
|
Aug 11, 2025
Q2 2025
|
Bellwether Advisors, LLC
|
SELL
|
- |
-34- 16.27% |
$30.9K - $35.9K
|
175
$160K
|
|
|
Aug 11, 2025
Q2 2025
|
Gfi Investment Counsel Ltd.
Toronto, A6 |
BUY
|
- |
257New |
$233K - $272K
|
257
$235K
|
|
|
Aug 11, 2025
Q2 2025
|
Lcnb Corp
Lebanon, OH |
BUY
|
- |
20+ 8.97% |
$18.2K - $21.1K
|
243
$222K
|
|
|
Aug 11, 2025
Q2 2025
|
New Age Alpha Advisors, LLC
Rye, NY |
BUY
|
- |
212+ 20.74% |
$193K - $224K
|
1.23K
$1.13M
|
|
|
Aug 11, 2025
Q2 2025
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-2- 0.69% |
$1.82K - $2.11K
|
289
$264K
|
|
|
Aug 11, 2025
Q2 2025
|
Plum Street Advisors, LLC
New Orleans, LA |
BUY
|
- |
12+ 1.37% |
$10.9K - $12.7K
|
886
$809K
|
|
|
Aug 11, 2025
Q2 2025
|
Shufro Rose & CO LLC
|
SELL
|
- |
-460- 68.45% |
$418K - $486K
|
212
$193K
|
|
|
Aug 11, 2025
Q2 2025
|
Advisor Resource Council
|
SELL
|
- |
-6.1K- 94.28% |
$5.54M - $6.44M
|
370
$338K
|
|
|
Aug 11, 2025
Q2 2025
|
Pin Oak Investment Advisors Inc
Houston, TX |
SELL
|
- |
-73- 42.2% |
$66.3K - $77.2K
|
100
$91.3K
|
|
|
Aug 11, 2025
Q2 2025
|
Dorsey Wright & Associates
|
BUY
|
- |
4.34KNew |
$3.94M - $4.58M
|
4.34K
$3.96M
|
|
|
Aug 11, 2025
Q2 2025
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
BUY
|
- |
5+ 3.73% |
$4.54K - $5.28K
|
139
$127K
|
|
|
Aug 11, 2025
Q2 2025
|
Heritage Wealth Advisors
|
SELL
|
- |
-156- 6.28% |
$142K - $165K
|
2.33K
$2.12M
|
|
|
Aug 11, 2025
Q2 2025
|
Birchbrook, Inc.
Bangor, ME |
SELL
|
- |
-1- 0.22% |
$908 - $1.06K
|
455
$415K
|
|
|
Aug 11, 2025
Q2 2025
|
Traub Capital Management LLC
Needham, MA |
BUY
|
- |
13New |
$11.8K - $13.7K
|
13
$11.9K
|
|
|
Aug 08, 2025
Q2 2025
|
Kbc Group Nv
|
BUY
|
- |
9.92K+ 9.04% |
$9.01M - $10.5M
|
120K
$109M
|
|
|
Aug 08, 2025
Q2 2025
|
National Mutual Insurance Federation Of Agricultural Cooperatives
|
BUY
|
- |
10.7K+ 82.31% |
$9.72M - $11.3M
|
23.7K
$21.6M
|
|
|
Aug 08, 2025
Q2 2025
|
Tobam
|
SELL
|
- |
-113- 43.63% |
$103K - $119K
|
146
$133K
|
|
|
Aug 08, 2025
Q2 2025
|
Abc Arbitrage Sa
Paris, I0 |
BUY
|
- |
645New |
$586K - $682K
|
645
$589K
|
|
|
Aug 08, 2025
Q2 2025
|
Better Money Decisions, LLC
|
BUY
|
- |
4+ 1.04% |
$3.63K - $4.23K
|
387
$353K
|
|
|
Aug 08, 2025
Q2 2025
|
Good Life Advisors, LLC
|
BUY
|
- |
540+ 6.01% |
$490K - $571K
|
9.52K
$8.69M
|
|
|
Aug 08, 2025
Q2 2025
|
Mv Capital Management, Inc.
|
SELL
|
- |
-156- 3.5% |
$142K - $165K
|
4.3K
$3.93M
|
|
|
Aug 08, 2025
Q2 2025
|
Petix & Botte CO
|
BUY
|
- |
30+ 0.38% |
$27.2K - $31.7K
|
7.96K
$7.26M
|
|
|
Aug 08, 2025
Q2 2025
|
Brogan Financial, Inc.
Knoxville, TN |
BUY
|
- |
1+ 0.26% |
$908 - $1.06K
|
379
$346K
|
|
|
Aug 08, 2025
Q2 2025
|
Oak Thistle LLC
|
BUY
|
- |
2.86KNew |
$2.6M - $3.02M
|
2.86K
$2.61M
|
|
|
Aug 08, 2025
Q2 2025
|
Your Advocates Ltd., LLP
Houston, TX |
SELL
|
- |
-19- 32.2% |
$17.3K - $20.1K
|
40
$36.5K
|
|
|
Aug 08, 2025
Q2 2025
|
Phoenix Wealth Advisors
|
SELL
|
- |
-5- 0.4% |
$4.54K - $5.28K
|
1.23K
$1.13M
|
|