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 09, 2025
Q2 2025
|
Divergent Planning, LLC
|
BUY
|
- |
6.43KNew |
$5.84M - $6.79M
|
6.43K
$5.86M
|
|
|
Jul 09, 2025
Q2 2025
|
Financiere Des Professionnels Fonds D,Investissement Inc.
Montreal, A8 |
BUY
|
- |
152New |
$138K - $161K
|
152
$139K
|
|
|
Jul 09, 2025
Q2 2025
|
Bruce G. Allen Investments, LLC
Denver, CO |
SELL
|
- |
-1- 1.04% |
$908 - $1.06K
|
95
$86.7K
|
|
|
Jul 09, 2025
Q2 2025
|
Mirador Capital Partners LP
|
BUY
|
- |
83+ 1.61% |
$75.4K - $87.7K
|
5.25K
$4.79M
|
|
|
Jul 08, 2025
Q2 2025
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
SELL
|
- |
-10- 1.58% |
$9.08K - $10.6K
|
624
$569K
|
|
|
Jul 08, 2025
Q2 2025
|
Hickory Point Bank & Trust
Decatur, IL |
SELL
|
- |
-3- 0.68% |
$2.72K - $3.17K
|
436
$398K
|
|
|
Jul 08, 2025
Q2 2025
|
21 West Wealth Management LLC
Tustin, CA |
BUY
|
- |
205New |
$186K - $217K
|
205
$187K
|
|
|
Jul 08, 2025
Q2 2025
|
Northstar Advisory Group, LLC
|
BUY
|
- |
209New |
$190K - $221K
|
209
$191K
|
|
|
Jul 07, 2025
Q2 2025
|
Aletheian Wealth Advisors LLC
|
SELL
|
- |
-29- 5.14% |
$26.3K - $30.6K
|
535
$488K
|
|
|
Jul 07, 2025
Q2 2025
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
BUY
|
- |
142+ 48.63% |
$129K - $150K
|
434
$396K
|
|
|
Jul 07, 2025
Q2 2025
|
Enterprise Bank & Trust CO
|
SELL
|
- |
-89- 1.22% |
$80.8K - $94.1K
|
7.2K
$6.57M
|
|
|
Jul 07, 2025
Q2 2025
|
Hms Capital Management, LLC
|
SELL
|
- |
-50- 18.12% |
$45.4K - $52.8K
|
226
$206K
|
|
|
Jul 07, 2025
Q2 2025
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
BUY
|
- |
97+ 14.46% |
$88.1K - $103K
|
768
$701K
|
|
|
Jul 07, 2025
Q2 2025
|
Schulz Wealth, Ltd.
Mansfield, TX |
BUY
|
- |
3+ 0.91% |
$2.72K - $3.17K
|
331
$302K
|
|
|
Jul 02, 2025
Q2 2025
|
Capital Market Strategies LLC
|
SELL
|
- |
-243- 7.53% |
$221K - $257K
|
2.99K
$2.72M
|
|
| Q1 2025 | |||||||
|
Dec 18, 2025
Q1 2025
|
Danske Bank A/S
Copenhagen K, G7 |
SELL
|
CALL |
-5K- 50.0% |
$4.45M - $5.38M
|
5K
$4.56M
|
|
|
Nov 24, 2025
Q1 2025
|
William Mack & Associates, Inc.
Troy, MI |
SELL
|
- |
-85- 23.55% |
$75.7K - $91.5K
|
276
$252K
|
|
|
Nov 21, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
PUT |
117K+ 29125.0% |
$104M - $125M
|
117K
$107M
|
|
|
Nov 04, 2025
Q1 2025
|
Gibbs Wealth Management
Alpharetta, GA |
SELL
|
- |
-53- 19.0% |
$47.2K - $57.1K
|
226
$206K
|
|
|
Nov 04, 2025
Q1 2025
|
Fearless Solutions, LLC Dba Best Invest
San Antonio, TX |
BUY
|
- |
2+ 0.48% |
$1.78K - $2.15K
|
423
$386K
|
|
|
Oct 29, 2025
Q1 2025
|
J.Safra Asset Management Corp
|
SELL
|
- |
-82- 11.19% |
$73K - $88.3K
|
651
$594K
|
|
|
Aug 20, 2025
Q1 2025
|
Night Squared LP
New York, NY |
BUY
|
- |
3.23KNew |
$2.88M - $3.48M
|
3.23K
$2.95M
|
|
|
Aug 14, 2025
Q1 2025
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
1.02KNew |
$907K - $1.1M
|
1.02K
$929K
|
|
|
Aug 13, 2025
Q1 2025
|
North Berkeley Wealth Management, LLC
Berkeley, CA |
SELL
|
- |
-40- 6.79% |
$35.6K - $43.1K
|
549
$501K
|
|
|
Aug 12, 2025
Q1 2025
|
Farnam Financial LLC
Phoenix, AZ |
BUY
|
- |
295New |
$263K - $318K
|
295
$269K
|
|
|
Jul 14, 2025
Q1 2025
|
Strategic Planning, Inc.
Columbus, OH |
BUY
|
- |
753New |
$671K - $811K
|
753
$687K
|
|
|
Jul 14, 2025
Q1 2025
|
Painted Porch Advisors LLC
Santa Barbara, CA |
BUY
|
- |
3+ 1.36% |
$2.67K - $3.23K
|
223
$204K
|
|
|
Jul 08, 2025
Q1 2025
|
Sarver Vrooman Wealth Advisors
Kansas City, MO |
BUY
|
- |
65New |
$57.9K - $70K
|
65
$59.3K
|
|
|
Jun 06, 2025
Q1 2025
|
Blue Oak Capital, LLC
Menlo Park, CA |
SELL
|
- |
-50- 16.84% |
$44.5K - $53.8K
|
247
$225K
|
|
|
Jun 06, 2025
Q1 2025
|
E Cio, Inc.
Madison, WI |
BUY
|
- |
51New |
$45.4K - $54.9K
|
51
$46.5K
|
|
|
May 29, 2025
Q1 2025
|
Quaker Wealth Management, LLC
|
BUY
|
PUT |
97New |
$86.4K - $104K
|
97
$88.5K
|
|
|
May 28, 2025
Q1 2025
|
Anderson Financial Strategies, LLC
Dayton, OH |
BUY
|
- |
36+ 900.0% |
$32.1K - $38.8K
|
40
$36.5K
|
|
|
May 28, 2025
Q1 2025
|
Birmingham Capital Management CO Inc/Al
Birmingham, AL |
SELL
|
- |
-20- 1.03% |
$17.8K - $21.5K
|
1.93K
$1.76M
|
|
|
May 22, 2025
Q1 2025
|
Twin Lakes Capital Management, LLC
Redwood Shores, CA |
SELL
|
- |
-400- 55.71% |
$356K - $431K
|
318
$290K
|
|
|
May 20, 2025
Q1 2025
|
Ilmarinen Mutual Pension Insurance CO
Helsinki, H9 |
BUY
|
- |
3.7K+ 5.78% |
$3.3M - $3.98M
|
67.7K
$61.8M
|
|
|
May 16, 2025
Q1 2025
|
Northeast Financial Consultants Inc
Westport, CT |
SELL
|
- |
-522- 39.73% |
$465K - $562K
|
792
$723K
|
|
|
May 16, 2025
Q1 2025
|
Peloton Wealth Strategists
Indianapolis, IN |
BUY
|
- |
32+ 0.87% |
$28.5K - $34.5K
|
3.7K
$3.38M
|
|
|
May 16, 2025
Q1 2025
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
3+ 7.14% |
$2.67K - $3.23K
|
45
$41.1K
|
|
|
May 16, 2025
Q1 2025
|
Coordinated Financial Services, Inc./Co
Denver, CO |
SELL
|
- |
-104- 7.59% |
$92.6K - $112K
|
1.27K
$1.16M
|
|
|
May 16, 2025
Q1 2025
|
Obsidian Personal Planning Solutions LLC
|
SELL
|
- |
-2- 0.19% |
$1.78K - $2.15K
|
1.06K
$967K
|
|
|
May 16, 2025
Q1 2025
|
Ckw Financial Group
|
SELL
|
- |
-1.39K- 57.59% |
$1.24M - $1.49M
|
1.02K
$933K
|
|
|
May 15, 2025
Q1 2025
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
BUY
|
- |
14+ 19.18% |
$12.5K - $15.1K
|
87
$79.4K
|
|
|
May 15, 2025
Q1 2025
|
Altshuler Shaham LTD
|
BUY
|
- |
4New |
$3.56K - $4.31K
|
4
$3.65K
|
|
|
May 15, 2025
Q1 2025
|
Ubs Oconnor LLC
Chicago, IL |
BUY
|
- |
1KNew |
$891K - $1.08M
|
1K
$913K
|
|
|
May 15, 2025
Q1 2025
|
Tairen Capital LTD
Grand Cayman, E9 |
BUY
|
- |
250New |
$223K - $269K
|
250
$228K
|
|
|
May 15, 2025
Q1 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
PUT |
8.6KNew |
$7.66M - $9.26M
|
8.6K
$7.85M
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
3.97K+ 15.51% |
$3.53M - $4.27M
|
29.6K
$27M
|
|
|
May 15, 2025
Q1 2025
|
Bullseye Investment Management, LLC
|
SELL
|
- |
-40- 5.79% |
$35.6K - $43.1K
|
651
$594K
|
|
|
May 15, 2025
Q1 2025
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
SELL
|
PUT |
-99- 99.0% |
$88.2K - $107K
|
1
$913
|
|
|
May 15, 2025
Q1 2025
|
Lakeshore Financial Planning, Inc.
St. Clair Shores, MI |
SELL
|
- |
-106- 15.87% |
$94.4K - $114K
|
562
$513K
|
|