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 |
|---|---|---|---|---|---|---|---|
|
Jul 23, 2025
Q2 2025
|
Hmv Wealth Advisors, LLC
Shreveport, LA |
BUY
|
- |
213New |
$193K - $225K
|
213
$194K
|
|
|
Jul 23, 2025
Q2 2025
|
Bingham Private Wealth, LLC
San Francisco, CA |
SELL
|
- |
-18- 3.06% |
$16.3K - $19K
|
570
$520K
|
|
|
Jul 23, 2025
Q2 2025
|
Watershed Private Wealth LLC
Oak Brook, IL |
SELL
|
- |
-16- 6.06% |
$14.5K - $16.9K
|
248
$226K
|
|
|
Jul 23, 2025
Q2 2025
|
Citizens National Bank Trust Department
|
SELL
|
- |
-195- 10.59% |
$177K - $206K
|
1.65K
$1.5M
|
|
|
Jul 23, 2025
Q2 2025
|
Opulen Financial Group LLC
Arlington, VA |
BUY
|
- |
383New |
$348K - $405K
|
383
$350K
|
|
|
Jul 23, 2025
Q2 2025
|
Hendley & CO Inc
|
SELL
|
- |
-1- 0.03% |
$908 - $1.06K
|
3.24K
$2.96M
|
|
|
Jul 23, 2025
Q2 2025
|
Proffitt & Goodson Inc
|
BUY
|
- |
23+ 23.23% |
$20.9K - $24.3K
|
122
$111K
|
|
|
Jul 23, 2025
Q2 2025
|
Notis Mc Conarty Edward
|
SELL
|
- |
-115- 9.14% |
$104K - $122K
|
1.14K
$1.04M
|
|
|
Jul 23, 2025
Q2 2025
|
Ami Investment Management Inc
Kendallville, IN |
SELL
|
- |
-2- 0.91% |
$1.82K - $2.11K
|
218
$199K
|
|
|
Jul 23, 2025
Q2 2025
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
629+ 17.59% |
$571K - $665K
|
4.2K
$3.84M
|
|
|
Jul 23, 2025
Q2 2025
|
Armbruster Capital Management, Inc.
|
SELL
|
- |
-7- 2.11% |
$6.36K - $7.4K
|
324
$296K
|
|
|
Jul 23, 2025
Q2 2025
|
Veritas Investment Partners (Uk) Ltd.
London, X0 |
SELL
|
- |
-133- 11.25% |
$121K - $141K
|
1.05K
$957K
|
|
|
Jul 23, 2025
Q2 2025
|
Columbia Advisory Partners LLC
|
SELL
|
- |
-50- 3.18% |
$45.4K - $52.8K
|
1.52K
$1.39M
|
|
|
Jul 23, 2025
Q2 2025
|
Copperwynd Financial, LLC
|
SELL
|
- |
-84- 5.09% |
$76.3K - $88.8K
|
1.57K
$1.43M
|
|
|
Jul 22, 2025
Q2 2025
|
One Wealth Management Investment & Advisory Services, LLC
Miami Beach, FL |
SELL
|
- |
-77- 27.4% |
$69.9K - $81.4K
|
204
$186K
|
|
|
Jul 22, 2025
Q2 2025
|
Mgo Private Wealth, LLC
Irvine, CA |
BUY
|
- |
20+ 2.59% |
$18.2K - $21.1K
|
793
$724K
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Capital Partners, LLC
West Chester, PA |
BUY
|
- |
21+ 5.15% |
$19.1K - $22.2K
|
429
$392K
|
|
|
Jul 22, 2025
Q2 2025
|
Berkshire Money Management, Inc.
|
BUY
|
- |
8+ 1.02% |
$7.27K - $8.45K
|
793
$724K
|
|
|
Jul 22, 2025
Q2 2025
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
6+ 0.34% |
$5.45K - $6.34K
|
1.76K
$1.61M
|
|
|
Jul 22, 2025
Q2 2025
|
Fenimore Asset Management Inc
|
BUY
|
- |
210New |
$191K - $222K
|
210
$192K
|
|
|
Jul 22, 2025
Q2 2025
|
Iron Horse Wealth Management, LLC
|
SELL
|
- |
-1- 1.28% |
$908 - $1.06K
|
77
$70.3K
|
|
|
Jul 22, 2025
Q2 2025
|
David Wealth Management LLC
Fairfax, VA |
BUY
|
- |
3+ 1.0% |
$2.72K - $3.17K
|
303
$277K
|
|
|
Jul 22, 2025
Q2 2025
|
Verus Wealth Management, LLC
De Pere, WI |
BUY
|
- |
7+ 2.56% |
$6.36K - $7.4K
|
280
$256K
|
|
|
Jul 22, 2025
Q2 2025
|
Keudell
|
SELL
|
- |
-31- 1.45% |
$28.2K - $32.8K
|
2.11K
$1.92M
|
|
|
Jul 22, 2025
Q2 2025
|
Three Cord True Wealth Management, LLC
Beaver, PA |
BUY
|
- |
222New |
$202K - $235K
|
222
$203K
|
|
|
Jul 21, 2025
Q2 2025
|
Tfg Advisers LLC
|
SELL
|
- |
-53- 0.6% |
$48.1K - $56K
|
8.8K
$8.03M
|
|
|
Jul 21, 2025
Q2 2025
|
First National Bank & Trust CO Of Newtown
|
SELL
|
- |
-25- 1.71% |
$22.7K - $26.4K
|
1.44K
$1.31M
|
|
|
Jul 21, 2025
Q2 2025
|
Atwater Malick LLC
|
BUY
|
- |
207New |
$188K - $219K
|
207
$189K
|
|
|
Jul 21, 2025
Q2 2025
|
Exchange Capital Management, Inc.
|
BUY
|
- |
1.16K+ 38.77% |
$1.05M - $1.23M
|
4.15K
$3.79M
|
|
|
Jul 21, 2025
Q2 2025
|
Intrinsic Value Partners, LLC
|
SELL
|
- |
-5- 2.3% |
$4.54K - $5.28K
|
212
$193K
|
|
|
Jul 21, 2025
Q2 2025
|
Greenwood Capital Associates LLC
Greenwood, SC |
SELL
|
- |
-190- 37.18% |
$173K - $201K
|
321
$293K
|
|
|
Jul 21, 2025
Q2 2025
|
Clarity Capital Partners LLC
Newport Beach, CA |
SELL
|
- |
-63- 11.71% |
$57.2K - $66.6K
|
475
$433K
|
|
|
Jul 21, 2025
Q2 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
PUT |
-5K- 76.92% |
$4.54M - $5.28M
|
1.5K
$1.37M
|
|
|
Jul 21, 2025
Q2 2025
|
Signature Wealth Management Partners, LLC
|
BUY
|
- |
207New |
$188K - $219K
|
207
$189K
|
|
|
Jul 21, 2025
Q2 2025
|
Financial Insights, Inc.
|
SELL
|
- |
-58- 2.32% |
$52.7K - $61.3K
|
2.45K
$2.23M
|
|
|
Jul 18, 2025
Q2 2025
|
Victrix Investment Advisors
Stuart, FL |
BUY
|
- |
31+ 4.53% |
$28.2K - $32.8K
|
716
$653K
|
|
|
Jul 18, 2025
Q2 2025
|
Bourgeon Capital Management LLC
|
BUY
|
- |
17+ 3.62% |
$15.4K - $18K
|
487
$444K
|
|
|
Jul 18, 2025
Q2 2025
|
Chelsea Counsel CO
|
SELL
|
- |
-140- 1.66% |
$127K - $148K
|
8.3K
$7.57M
|
|
|
Jul 18, 2025
Q2 2025
|
Centricity Wealth Management, LLC
Westerville, OH |
BUY
|
- |
21+ 4.29% |
$19.1K - $22.2K
|
510
$465K
|
|
|
Jul 18, 2025
Q2 2025
|
Jvl Associates LLC
|
BUY
|
- |
206New |
$187K - $218K
|
206
$188K
|
|
|
Jul 18, 2025
Q2 2025
|
Bochk Asset Management LTD
Hong Kong, K3 |
SELL
|
- |
-150- 42.86% |
$136K - $159K
|
200
$183K
|
|
|
Jul 18, 2025
Q2 2025
|
Viewpoint Investment Partners Corp
|
BUY
|
- |
2.9K+ 166.82% |
$2.63M - $3.07M
|
4.64K
$4.23M
|
|
|
Jul 18, 2025
Q2 2025
|
Churchill Management Corp
|
SELL
|
- |
-30- 0.33% |
$27.2K - $31.7K
|
9.1K
$8.3M
|
|
|
Jul 18, 2025
Q2 2025
|
Riverview Trust CO
|
SELL
|
- |
-200- 20.04% |
$182K - $211K
|
798
$728K
|
|
|
Jul 18, 2025
Q2 2025
|
Dmkc Advisory Services, LLC
Des Moines, IA |
BUY
|
- |
25+ 8.99% |
$22.7K - $26.4K
|
303
$277K
|
|
|
Jul 17, 2025
Q2 2025
|
Altus Wealth Management, LLC
|
SELL
|
- |
-84- 25.77% |
$76.3K - $88.8K
|
242
$221K
|
|
|
Jul 17, 2025
Q2 2025
|
Flywheel Private Wealth LLC
Los Altos, CA |
SELL
|
- |
-55- 13.48% |
$49.9K - $58.1K
|
353
$322K
|
|
|
Jul 17, 2025
Q2 2025
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
11+ 3.45% |
$9.99K - $11.6K
|
330
$301K
|
|
|
Jul 17, 2025
Q2 2025
|
Camelot Portfolios, LLC
|
SELL
|
- |
-1.39K- 86.17% |
$1.26M - $1.47M
|
223
$204K
|
|
|
Jul 17, 2025
Q2 2025
|
New Perspectives, Inc
Tougaloo, MS |
BUY
|
- |
208New |
$189K - $220K
|
208
$190K
|
|