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 |
|---|---|---|---|---|---|---|---|
|
Apr 15, 2025
Q1 2025
|
Usa Financial Portformulas Corp
Ada, MI |
SELL
|
- |
-1.28K- 99.84% |
$1.14M - $1.37M
|
2
$1.83K
|
|
|
Apr 15, 2025
Q1 2025
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
PUT |
300New |
$267K - $323K
|
300
$274K
|
|
|
Apr 15, 2025
Q1 2025
|
Transform Wealth, LLC
|
SELL
|
- |
-314- 1.64% |
$280K - $338K
|
18.9K
$17.2M
|
|
|
Apr 15, 2025
Q1 2025
|
Virginia Wealth Management Group, Inc.
Virginia Beach, VA |
SELL
|
- |
-286- 31.22% |
$255K - $308K
|
630
$575K
|
|
|
Apr 14, 2025
Q1 2025
|
Cetera Trust Company, N.A
St. Paul, MN |
SELL
|
- |
-35- 3.35% |
$31.2K - $37.7K
|
1.01K
$921K
|
|
|
Apr 14, 2025
Q1 2025
|
Beach Investment Counsel Inc/Pa
West Conshohocken, PA |
SELL
|
- |
-125- 10.71% |
$111K - $135K
|
1.04K
$951K
|
|
|
Apr 14, 2025
Q1 2025
|
One Plus One Wealth Management, LLC
|
SELL
|
- |
-200- 48.43% |
$178K - $215K
|
213
$194K
|
|
|
Apr 14, 2025
Q1 2025
|
Meridian Financial Partners LLC
|
BUY
|
- |
5+ 1.21% |
$4.45K - $5.38K
|
419
$382K
|
|
|
Apr 14, 2025
Q1 2025
|
Cgc Financial Services, LLC
Lake Oswego, OR |
BUY
|
- |
100+ 25.84% |
$89.1K - $108K
|
487
$444K
|
|
|
Apr 14, 2025
Q1 2025
|
Cherrydale Wealth Management, LLC
|
SELL
|
- |
-59- 16.53% |
$52.5K - $63.5K
|
298
$272K
|
|
|
Apr 14, 2025
Q1 2025
|
Mc Carthy & Cox
Marysville, OH |
SELL
|
- |
-26- 8.93% |
$23.2K - $28K
|
265
$242K
|
|
|
Apr 14, 2025
Q1 2025
|
Rheos Capital Works Inc.
|
BUY
|
- |
26.4K+ 111.86% |
$23.5M - $28.4M
|
50K
$45.6M
|
|
|
Apr 11, 2025
Q1 2025
|
Hudson Capital Management LLC
|
BUY
|
- |
8+ 2.0% |
$7.12K - $8.61K
|
408
$372K
|
|
|
Apr 11, 2025
Q1 2025
|
Pinnacle Wealth Management Group, Inc.
|
BUY
|
- |
15+ 5.66% |
$13.4K - $16.2K
|
280
$256K
|
|
|
Apr 10, 2025
Q1 2025
|
Bremer Bank National Association
|
BUY
|
- |
703+ 9.37% |
$626K - $757K
|
8.21K
$7.49M
|
|
|
Apr 10, 2025
Q1 2025
|
Unigestion Holding Sa
|
BUY
|
- |
12.6K+ 1689.65% |
$11.2M - $13.5M
|
13.3K
$12.2M
|
|
|
Apr 10, 2025
Q1 2025
|
Ss&H Financial Advisors, Inc.
|
BUY
|
- |
1+ 0.03% |
$891 - $1.08K
|
3.16K
$2.88M
|
|
|
Apr 10, 2025
Q1 2025
|
Financial Advisory Partners, LLC
Winter Park, FL |
SELL
|
- |
-40- 5.97% |
$35.6K - $43.1K
|
630
$575K
|
|
|
Apr 10, 2025
Q1 2025
|
Freedom Financial Partners LLC
Oakdale, MN |
BUY
|
- |
218New |
$194K - $235K
|
218
$199K
|
|
|
Apr 10, 2025
Q1 2025
|
Grassi Investment Management
|
BUY
|
- |
253+ 4.91% |
$225K - $272K
|
5.41K
$4.94M
|
|
|
Apr 10, 2025
Q1 2025
|
Retireful, LLC
|
BUY
|
- |
353New |
$314K - $380K
|
353
$322K
|
|
|
Apr 10, 2025
Q1 2025
|
West Coast Financial LLC
|
SELL
|
- |
-599- 17.04% |
$533K - $645K
|
2.92K
$2.66M
|
|
|
Apr 10, 2025
Q1 2025
|
Safeguard Financial, LLC
|
SELL
|
- |
-97- 10.03% |
$86.4K - $104K
|
870
$794K
|
|
|
Apr 09, 2025
Q1 2025
|
Osher Van De Voorde Investment Management
|
SELL
|
- |
-33- 3.73% |
$29.4K - $35.5K
|
852
$778K
|
|
|
Apr 08, 2025
Q1 2025
|
Meyer Handelman CO
|
SELL
|
- |
-45- 2.64% |
$40.1K - $48.5K
|
1.66K
$1.51M
|
|
|
Apr 08, 2025
Q1 2025
|
Bowman & CO S.C.
|
BUY
|
- |
1+ 0.33% |
$891 - $1.08K
|
301
$275K
|
|
|
Apr 08, 2025
Q1 2025
|
Founders Capital Management
|
SELL
|
- |
-8- 1.72% |
$7.12K - $8.61K
|
458
$418K
|
|
|
Apr 03, 2025
Q1 2025
|
First Hawaiian Bank
|
BUY
|
- |
152+ 2.63% |
$135K - $164K
|
5.93K
$5.41M
|
|
|
Apr 02, 2025
Q1 2025
|
Marcum Wealth, LLC
|
BUY
|
- |
63+ 7.65% |
$56.1K - $67.8K
|
887
$809K
|
|
|
Apr 01, 2025
Q1 2025
|
Confluence Investment Management LLC
|
SELL
|
- |
-26- 10.53% |
$23.2K - $28K
|
221
$202K
|
|
|
Apr 01, 2025
Q1 2025
|
Centre Asset Management, LLC
|
BUY
|
- |
3.43KNew |
$3.06M - $3.69M
|
3.43K
$3.13M
|
|
| Q4 2024 | |||||||
|
Jan 05, 2026
Q4 2024
|
Catherine Avery Investment Management LLC
Longboat Key, FL |
BUY
|
- |
8+ 40.0% |
$6.99K - $7.96K
|
28
$25.6K
|
|
|
Dec 11, 2025
Q4 2024
|
Evelyn Partners Investment Management (Europe) LTD
Dublin, |
BUY
|
- |
37+ 2.17% |
$32.3K - $36.8K
|
1.74K
$1.59M
|
|
|
Dec 11, 2025
Q4 2024
|
Evelyn Partners Asset Management LTD
London, |
SELL
|
- |
-110- 51.89% |
$96.1K - $109K
|
102
$93.1K
|
|
|
Dec 11, 2025
Q4 2024
|
Evelyn Partners Investment Management Services LTD
London, |
BUY
|
- |
472+ 43.66% |
$412K - $469K
|
1.55K
$1.42M
|
|
|
Dec 11, 2025
Q4 2024
|
Evelyn Partners Investment Management LLP
London, |
BUY
|
- |
987+ 9.55% |
$862K - $982K
|
11.3K
$10.3M
|
|
|
Jul 14, 2025
Q4 2024
|
Flp Wealth Management, LLC
Bentonville, AR |
BUY
|
- |
25New |
$21.8K - $24.9K
|
25
$22.8K
|
|
|
Jun 04, 2025
Q4 2024
|
Legacy Capital Wealth Management, LLC
The Woodlands, TX |
BUY
|
- |
1.65KNew |
$1.44M - $1.64M
|
1.65K
$1.5M
|
|
|
May 28, 2025
Q4 2024
|
Westshore Wealth, LLC
|
SELL
|
- |
-17- 3.58% |
$14.9K - $16.9K
|
458
$418K
|
|
|
May 13, 2025
Q4 2024
|
Consultiva Wealth Management, Corp.
San Juan, PR |
BUY
|
- |
173New |
$151K - $172K
|
173
$158K
|
|
|
Apr 30, 2025
Q4 2024
|
Bosman Wealth Management, LLC
Redlands, CA |
BUY
|
- |
352New |
$308K - $350K
|
352
$321K
|
|
|
Apr 24, 2025
Q4 2024
|
Aspetuck Financial Management LLC
Westport, CT |
BUY
|
- |
50New |
$43.7K - $49.7K
|
50
$45.6K
|
|
|
Apr 16, 2025
Q4 2024
|
Atlas Financial Advisors, Inc.
|
SELL
|
- |
-376- 56.63% |
$328K - $374K
|
288
$263K
|
|
|
Apr 09, 2025
Q4 2024
|
Compass Investment Advisers LLC
Portland, OR |
BUY
|
- |
249New |
$218K - $248K
|
249
$227K
|
|
|
Apr 01, 2025
Q4 2024
|
Cornerstone Planning, LLC
Charlotte, NC |
BUY
|
- |
2.3KNew |
$2.01M - $2.29M
|
2.3K
$2.1M
|
|
|
Mar 21, 2025
Q4 2024
|
Nestegg Advisors, Inc.
Hauppauge, NY |
BUY
|
- |
970New |
$847K - $965K
|
970
$885K
|
|
|
Mar 21, 2025
Q4 2024
|
Mascagni Wealth Management, Inc.
Clinton, MS |
BUY
|
- |
64New |
$55.9K - $63.7K
|
64
$58.4K
|
|
|
Mar 18, 2025
Q4 2024
|
Objective Capital Management, LLC
|
SELL
|
- |
-65- 18.73% |
$56.8K - $64.7K
|
282
$257K
|
|
|
Mar 10, 2025
Q4 2024
|
Anchor Pointe Wealth Management, LLC
Cape Girardeau, MO |
BUY
|
- |
239New |
$209K - $238K
|
239
$218K
|
|
|
Feb 27, 2025
Q4 2024
|
Fidelity D & D Bancorp Inc
Dunmore, PA |
BUY
|
- |
75+ 28.96% |
$65.5K - $74.6K
|
334
$305K
|
|