Latest Institutional Purchases of Costco Wholesale Corp (COST)
This list provides information on the latest institutional transactions involving Costco Wholesale Corp (COST) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 06, 2025
Q2 2025
|
Valtinson Bruner Financial Planning LLC
|
BUY
|
- |
58+ 11.05% |
$52.7K - $61.3K
|
583
$532K
|
|
|
Aug 15, 2025
Q2 2025
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
BUY
|
- |
57+ 21.11% |
$51.8K - $60.2K
|
327
$298K
|
|
|
Aug 14, 2025
Q2 2025
|
10 Elms LLP
Tulsa, OK |
BUY
|
- |
55+ 34.38% |
$49.9K - $58.1K
|
215
$196K
|
|
|
Aug 14, 2025
Q2 2025
|
Wexford Capital LP
Greenwich, CT |
BUY
|
- |
54+ 9.52% |
$49K - $57.1K
|
621
$567K
|
|
|
Aug 07, 2025
Q2 2025
|
Bearing Point Capital, LLC
Bloomington, MN |
BUY
|
- |
52+ 2.5% |
$47.2K - $55K
|
2.13K
$1.95M
|
|
|
Aug 05, 2025
Q2 2025
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
52+ 7.64% |
$47.2K - $55K
|
733
$669K
|
|
|
Aug 12, 2025
Q2 2025
|
Guerra Pan Advisors, LLC
Montclair, NJ |
BUY
|
- |
51+ 11.94% |
$46.3K - $53.9K
|
478
$436K
|
|
|
Aug 14, 2025
Q2 2025
|
Aft, Forsyth & Sober, LLC
|
BUY
|
- |
50+ 1.8% |
$45.4K - $52.8K
|
2.83K
$2.58M
|
|
|
Jul 11, 2025
Q2 2025
|
My Legacy Advisors, LLC
|
BUY
|
- |
49+ 1.69% |
$44.5K - $51.8K
|
2.95K
$2.69M
|
|
|
Aug 06, 2025
Q2 2025
|
Spurstone Advisory Services, LLC
Higganum, CT |
BUY
|
- |
48New |
$43.6K - $50.7K
|
48
$43.8K
|
|
|
Aug 07, 2025
Q2 2025
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
46+ 8.93% |
$41.8K - $48.6K
|
561
$512K
|
|
|
Jul 30, 2025
Q2 2025
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
44+ 2.72% |
$40K - $46.5K
|
1.66K
$1.51M
|
|
|
Jul 16, 2025
Q2 2025
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
BUY
|
- |
43+ 172.0% |
$39K - $45.4K
|
68
$62.1K
|
|
|
Aug 13, 2025
Q2 2025
|
Wealthquest Corp
Cincinnati, OH |
BUY
|
- |
40+ 16.13% |
$36.3K - $42.3K
|
288
$263K
|
|
|
Aug 06, 2025
Q2 2025
|
Legacy Investment Solutions, LLC
Meridian, ID |
BUY
|
- |
40+ 10.44% |
$36.3K - $42.3K
|
423
$386K
|
|
|
Jul 25, 2025
Q2 2025
|
Mitchell Sinkler & Starr
|
BUY
|
- |
40+ 1.96% |
$36.3K - $42.3K
|
2.08K
$1.9M
|
|
|
Aug 18, 2025
Q2 2025
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
34+ 2.8% |
$30.9K - $35.9K
|
1.25K
$1.14M
|
|
|
Jul 30, 2025
Q2 2025
|
Greatmark Investment Partners, Inc.
|
BUY
|
- |
33+ 2.4% |
$30K - $34.9K
|
1.41K
$1.29M
|
|
|
Aug 04, 2025
Q2 2025
|
Bordeaux Wealth Advisors LLC
|
BUY
|
- |
32+ 0.99% |
$29.1K - $33.8K
|
3.27K
$2.98M
|
|
|
Aug 14, 2025
Q2 2025
|
Talon Private Wealth, LLC
The Villages, FL |
BUY
|
- |
31+ 5.19% |
$28.2K - $32.8K
|
628
$573K
|
|
|
Aug 07, 2025
Q2 2025
|
Lfa Lugano Financial Advisors Sa
|
BUY
|
- |
31New |
$28.2K - $32.8K
|
31
$28.3K
|
|
|
Jul 18, 2025
Q2 2025
|
Victrix Investment Advisors
Stuart, FL |
BUY
|
- |
31+ 4.53% |
$28.2K - $32.8K
|
716
$653K
|
|
|
Aug 14, 2025
Q2 2025
|
Btg Pactual Asset Management Us LLC
New York, NY |
BUY
|
- |
30New |
$27.2K - $31.7K
|
30
$27.4K
|
|
|
Aug 08, 2025
Q2 2025
|
Petix & Botte CO
|
BUY
|
- |
30+ 0.38% |
$27.2K - $31.7K
|
7.96K
$7.26M
|
|
|
Aug 05, 2025
Q2 2025
|
Access Investment Management LLC
Atlanta, GA |
BUY
|
- |
30+ 150.0% |
$27.2K - $31.7K
|
50
$45.6K
|
|
|
Jul 16, 2025
Q2 2025
|
Encompass Wealth Advisors, LLC
|
BUY
|
- |
29+ 0.54% |
$26.3K - $30.6K
|
5.44K
$4.96M
|
|
|
Jul 09, 2025
Q2 2025
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
BUY
|
- |
28+ 38.36% |
$25.4K - $29.6K
|
101
$92.2K
|
|
|
Nov 12, 2025
Q2 2025
|
Alpha Zero LLC
Boca Raton, FL |
BUY
|
- |
26+ 4.91% |
$23.6K - $27.5K
|
556
$507K
|
|
|
Aug 12, 2025
Q2 2025
|
Intrepid Capital Management Inc
Jacksonville Beach, FL |
BUY
|
- |
26+ 10.08% |
$23.6K - $27.5K
|
284
$259K
|
|
|
Jul 24, 2025
Q2 2025
|
Costello Asset Management, Inc
|
BUY
|
- |
26+ 1.41% |
$23.6K - $27.5K
|
1.86K
$1.7M
|
|
|
Jul 24, 2025
Q2 2025
|
Ramirez Asset Management, Inc.
New York, NY |
BUY
|
- |
25+ 20.0% |
$22.7K - $26.4K
|
150
$137K
|
|
|
Jul 18, 2025
Q2 2025
|
Dmkc Advisory Services, LLC
Des Moines, IA |
BUY
|
- |
25+ 8.99% |
$22.7K - $26.4K
|
303
$277K
|
|
|
Jul 09, 2025
Q2 2025
|
Bulwark Capital Corp
Fernandina Beach, FL |
BUY
|
- |
25New |
$22.7K - $26.4K
|
25
$22.8K
|
|
|
Aug 14, 2025
Q2 2025
|
Sagard Holdings Management Inc.
Toronto, A6 |
BUY
|
- |
24New |
$21.8K - $25.4K
|
24
$21.9K
|
|
|
Aug 13, 2025
Q2 2025
|
Nkcfo LLC
|
BUY
|
- |
24+ 24.0% |
$21.8K - $25.4K
|
124
$113K
|
|
|
Jul 17, 2025
Q2 2025
|
Lockerman Financial Group, Inc.
|
BUY
|
- |
24+ 4.48% |
$21.8K - $25.4K
|
560
$511K
|
|
|
Jul 23, 2025
Q2 2025
|
Proffitt & Goodson Inc
|
BUY
|
- |
23+ 23.23% |
$20.9K - $24.3K
|
122
$111K
|
|
|
Jul 30, 2025
Q2 2025
|
Img Wealth Management, Inc.
Jacksonville, FL |
BUY
|
- |
22+ 8.63% |
$20K - $23.3K
|
277
$253K
|
|
|
Aug 08, 2025
Q2 2025
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
21+ 0.52% |
$19.1K - $22.2K
|
4.07K
$3.72M
|
|
|
Jul 18, 2025
Q2 2025
|
Centricity Wealth Management, LLC
Westerville, OH |
BUY
|
- |
21+ 4.29% |
$19.1K - $22.2K
|
510
$465K
|
|
|
Nov 24, 2025
Q2 2025
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
20+ 1.46% |
$18.2K - $21.1K
|
1.39K
$1.27M
|
|
|
Aug 11, 2025
Q2 2025
|
Lcnb Corp
Lebanon, OH |
BUY
|
- |
20+ 8.97% |
$18.2K - $21.1K
|
243
$222K
|
|
|
Aug 06, 2025
Q2 2025
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
20New |
$18.2K - $21.1K
|
20
$18.3K
|
|
|
Jul 29, 2025
Q2 2025
|
Riverbend Wealth Management, LLC
Myrtle Beach, SC |
BUY
|
- |
20+ 7.19% |
$18.2K - $21.1K
|
298
$272K
|
|
|
Jul 22, 2025
Q2 2025
|
Mgo Private Wealth, LLC
Irvine, CA |
BUY
|
- |
20+ 2.59% |
$18.2K - $21.1K
|
793
$724K
|
|
|
Jul 18, 2025
Q2 2025
|
Bourgeon Capital Management LLC
|
BUY
|
- |
17+ 3.62% |
$15.4K - $18K
|
487
$444K
|
|
|
Aug 11, 2025
Q2 2025
|
Ironsides Asset Advisors, LLC
Rocky Mount, NC |
BUY
|
- |
16+ 3.63% |
$14.5K - $16.9K
|
457
$417K
|
|
|
Aug 13, 2025
Q2 2025
|
Miramar Capital, LLC
|
BUY
|
- |
15+ 2.86% |
$13.6K - $15.9K
|
540
$493K
|
|
|
Aug 06, 2025
Q2 2025
|
Summit Wealth & Retirement Planning, Inc.
|
BUY
|
- |
15+ 2.52% |
$13.6K - $15.9K
|
610
$557K
|
|
|
Aug 11, 2025
Q2 2025
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
13+ 3.27% |
$11.8K - $13.7K
|
411
$375K
|
|