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 11, 2025
Q2 2025
|
Traub Capital Management LLC
Needham, MA |
BUY
|
- |
13New |
$11.8K - $13.7K
|
13
$11.9K
|
|
|
Aug 08, 2025
Q2 2025
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
BUY
|
- |
13+ 9.15% |
$11.8K - $13.7K
|
155
$141K
|
|
|
Aug 11, 2025
Q2 2025
|
Plum Street Advisors, LLC
New Orleans, LA |
BUY
|
- |
12+ 1.37% |
$10.9K - $12.7K
|
886
$809K
|
|
|
Aug 14, 2025
Q2 2025
|
Graney & King, LLC
Latham, NY |
BUY
|
- |
11+ 6.79% |
$9.99K - $11.6K
|
173
$158K
|
|
|
Jul 17, 2025
Q2 2025
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
11+ 3.45% |
$9.99K - $11.6K
|
330
$301K
|
|
|
Jul 14, 2025
Q2 2025
|
Ridgewood Investments LLC
|
BUY
|
- |
11+ 7.43% |
$9.99K - $11.6K
|
159
$145K
|
|
|
Dec 01, 2025
Q2 2025
|
Maxele Advisors, LLC
Webster Groves, MO |
BUY
|
- |
10+ 0.75% |
$9.08K - $10.6K
|
1.34K
$1.23M
|
|
|
Aug 13, 2025
Q2 2025
|
Martin & CO Inc
Knoxville, TN |
BUY
|
- |
10+ 0.8% |
$9.08K - $10.6K
|
1.25K
$1.14M
|
|
|
Aug 01, 2025
Q2 2025
|
Redmond Asset Management, LLC
Henrico, VA |
BUY
|
- |
10+ 0.75% |
$9.08K - $10.6K
|
1.34K
$1.22M
|
|
|
Jul 30, 2025
Q2 2025
|
D.A. Davidson & Co.
|
BUY
|
PUT |
10New |
$9.08K - $10.6K
|
10
$9.13K
|
|
|
Jul 16, 2025
Q2 2025
|
Ascent Capital Management, LLC
Bend, OR |
BUY
|
- |
10+ 0.99% |
$9.08K - $10.6K
|
1.02K
$930K
|
|
|
Jul 09, 2025
Q2 2025
|
Sawyer & Company, Inc
|
BUY
|
- |
10+ 2.78% |
$9.08K - $10.6K
|
370
$338K
|
|
|
Aug 14, 2025
Q2 2025
|
Principia Wealth Advisory, LLC
Dallas, TX |
BUY
|
- |
9+ 64.29% |
$8.17K - $9.51K
|
23
$21K
|
|
|
Jul 14, 2025
Q2 2025
|
Parkshore Wealth Management, Inc.
Granite Bay, CA |
BUY
|
- |
9+ 3.75% |
$8.17K - $9.51K
|
249
$227K
|
|
|
Aug 04, 2025
Q2 2025
|
Silver Coast Investments LLC
San Diego, X1 |
BUY
|
- |
8+ 2.9% |
$7.27K - $8.45K
|
284
$259K
|
|
|
Jul 22, 2025
Q2 2025
|
Berkshire Money Management, Inc.
|
BUY
|
- |
8+ 1.02% |
$7.27K - $8.45K
|
793
$724K
|
|
|
Jul 22, 2025
Q2 2025
|
Verus Wealth Management, LLC
De Pere, WI |
BUY
|
- |
7+ 2.56% |
$6.36K - $7.4K
|
280
$256K
|
|
|
Aug 05, 2025
Q2 2025
|
Fortress Wealth Group, LLC
Orlando, FL |
BUY
|
- |
6+ 2.59% |
$5.45K - $6.34K
|
238
$217K
|
|
|
Aug 05, 2025
Q2 2025
|
Sp Asset Management LLC
Cupertino, CA |
BUY
|
- |
6+ 1.49% |
$5.45K - $6.34K
|
410
$374K
|
|
|
Aug 04, 2025
Q2 2025
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
6+ 2.35% |
$5.45K - $6.34K
|
261
$238K
|
|
|
Jul 22, 2025
Q2 2025
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
6+ 0.34% |
$5.45K - $6.34K
|
1.76K
$1.61M
|
|
|
Aug 11, 2025
Q2 2025
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
BUY
|
- |
5+ 3.73% |
$4.54K - $5.28K
|
139
$127K
|
|
|
Aug 04, 2025
Q2 2025
|
Prairie Wealth Advisors, Inc.
Omaha, NE |
BUY
|
- |
5+ 0.49% |
$4.54K - $5.28K
|
1.03K
$941K
|
|
|
Jul 11, 2025
Q2 2025
|
Wedge Capital Management L L P
|
BUY
|
- |
5+ 2.11% |
$4.54K - $5.28K
|
242
$221K
|
|
|
Aug 13, 2025
Q2 2025
|
Dhk Financial Advisors, Inc.
Portsmouth, NH |
BUY
|
- |
4+ 1.66% |
$3.63K - $4.23K
|
245
$224K
|
|
|
Aug 13, 2025
Q2 2025
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
4New |
$3.63K - $4.23K
|
4
$3.65K
|
|
|
Aug 08, 2025
Q2 2025
|
Better Money Decisions, LLC
|
BUY
|
- |
4+ 1.04% |
$3.63K - $4.23K
|
387
$353K
|
|
|
Aug 08, 2025
Q2 2025
|
Woodley Farra Manion Portfolio Management Inc
|
BUY
|
- |
4+ 0.42% |
$3.63K - $4.23K
|
959
$875K
|
|
|
Aug 14, 2025
Q2 2025
|
44 Wealth Management LLC
|
BUY
|
- |
3+ 0.09% |
$2.72K - $3.17K
|
3.47K
$3.16M
|
|
|
Aug 13, 2025
Q2 2025
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
3+ 60.0% |
$2.72K - $3.17K
|
8
$7.3K
|
|
|
Aug 08, 2025
Q2 2025
|
Financial Gravity Companies, Inc.
Lakeway, TX |
BUY
|
- |
3+ 2.08% |
$2.72K - $3.17K
|
147
$134K
|
|
|
Aug 07, 2025
Q2 2025
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
3+ 1.16% |
$2.72K - $3.17K
|
262
$239K
|
|
|
Jul 30, 2025
Q2 2025
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
3New |
$2.72K - $3.17K
|
3
$2.74K
|
|
|
Jul 24, 2025
Q2 2025
|
Prairie View Partners, LLC
|
BUY
|
- |
3+ 0.3% |
$2.72K - $3.17K
|
1K
$914K
|
|
|
Jul 22, 2025
Q2 2025
|
David Wealth Management LLC
Fairfax, VA |
BUY
|
- |
3+ 1.0% |
$2.72K - $3.17K
|
303
$277K
|
|
|
Jul 07, 2025
Q2 2025
|
Schulz Wealth, Ltd.
Mansfield, TX |
BUY
|
- |
3+ 0.91% |
$2.72K - $3.17K
|
331
$302K
|
|
|
Aug 13, 2025
Q2 2025
|
Wealthedge Investment Advisors, LLC
New York, NY |
BUY
|
- |
2+ 0.74% |
$1.82K - $2.11K
|
274
$250K
|
|
|
Aug 06, 2025
Q2 2025
|
Summit Investment Advisors, Inc.
Hunt Valley, MD |
BUY
|
- |
2+ 0.55% |
$1.82K - $2.11K
|
366
$334K
|
|
|
Aug 01, 2025
Q2 2025
|
Cedar Point Capital Partners, LLC
Cedar Rapids, IA |
BUY
|
- |
2+ 0.78% |
$1.82K - $2.11K
|
257
$235K
|
|
|
Jul 31, 2025
Q2 2025
|
Bip Alliance, LLC
Atlanta, GA |
BUY
|
- |
2+ 0.79% |
$1.82K - $2.11K
|
255
$233K
|
|
|
Jul 30, 2025
Q2 2025
|
Fny Investment Advisers, LLC
|
BUY
|
PUT |
2New |
$1.82K - $2.11K
|
2
$1.83K
|
|
|
Jul 24, 2025
Q2 2025
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
2+ 0.18% |
$1.82K - $2.11K
|
1.13K
$1.03M
|
|
|
Jul 24, 2025
Q2 2025
|
Court Place Advisors, LLC
Ellicott City, MD |
BUY
|
- |
2+ 0.16% |
$1.82K - $2.11K
|
1.24K
$1.13M
|
|
|
Jul 24, 2025
Q2 2025
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
2+ 0.17% |
$1.82K - $2.11K
|
1.16K
$1.06M
|
|
|
Jul 23, 2025
Q2 2025
|
Litman Gregory Wealth Management LLC
|
BUY
|
- |
2+ 0.92% |
$1.82K - $2.11K
|
220
$201K
|
|
|
Jul 17, 2025
Q2 2025
|
Bluesphere Advisors, LLC
East Norriton, PA |
BUY
|
- |
2+ 0.48% |
$1.82K - $2.11K
|
420
$383K
|
|
|
Aug 19, 2025
Q2 2025
|
Delos Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
1New |
$908 - $1.06K
|
1
$913
|
|
|
Aug 14, 2025
Q2 2025
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
1+ 0.07% |
$908 - $1.06K
|
1.51K
$1.38M
|
|
|
Aug 14, 2025
Q2 2025
|
Ruggaard & Associates LLC
Twinsburg, OH |
BUY
|
- |
1+ 0.13% |
$908 - $1.06K
|
784
$715K
|
|
|
Aug 14, 2025
Q2 2025
|
Wealth Preservation Advisors, LLC
Chattanooga, TN |
BUY
|
- |
1New |
$908 - $1.06K
|
1
$913
|
|