Companies / COSTCO WHOLESALE CORP /NEW / Institutional moves
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Costco Wholesale Corp /New

Institutional position changes, all quarters

872 moves

ActionInstitutionQuarter ↓Δ sharesΔ %Held afterFlowImpact
TrimmedOneDigital Investment Advisors LLCJun 30, 2026-719-3.9%17,593$672.6Klow
ExitedTimothy G. Youngquist 2020 Irrevocable TrustJun 30, 2026-657-100%0$654.7Klow
TrimmedMarble Wealth, LLCJun 30, 2026-696-8.6%7,378$651.1Klow
AddedGerber Kawasaki Wealth & Investment ManagementJun 30, 2026+683+12%6,181$639.0Klow
TrimmedUnivest Financial CorpJun 30, 2026-677-3.7%17,673$633.3Klow
TrimmedPerfromance Wealth Partners, LLCJun 30, 2026-618-0.9%67,210$578.1Klow
ExitedDestiny Wealth Partners, LLCJun 30, 2026-560-100%0$547.5Klow
TrimmedSITTNER & NELSON, LLCJun 30, 2026-573-8.8%5,929$536.1Klow
TrimmedWINDWARD CAPITAL MANAGEMENT CO /CAJun 30, 2026-570-0.9%65,082$533.2Klow
AddedPURSUE WEALTH PARTNERS LLCJun 30, 2026+550+94%1,137$514.5Klow
AddedLITTLE HOUSE CAPITAL LLCJun 30, 2026+479+9.2%5,658$448.1Klow
NewHexagon Capital Partners LLCJun 30, 2026+472New472$441.1Klow
AddedCannon Financial Strategists, Inc.Jun 30, 2026+463+179%722$433.4Klow
TrimmedK.J. Harrison & Partners IncJun 30, 2026-450-11%3,629$421.0Klow
NewFORTRESS PRIVATE LEDGER, LLCJun 30, 2026+433New433$405.3Klow
TrimmedBuckley Wealth Management, LLCJun 30, 2026-416-3.0%13,669$389.1Klow
NewRoyal Palms Capital LLCJun 30, 2026+413New413$386.5Klow
TrimmedGarner Asset Management CorpJun 30, 2026-405-11%3,437$378.8Klow
NewRHS Financial, LLCJun 30, 2026+397New397$371.4Klow
AddedPRESCOTT GROUP CAPITAL MANAGEMENT, L.L.C.Jun 30, 2026+371+17%2,499$347.1Klow
AddedMidFirst BankJun 30, 2026+349+3.3%10,785$326.5Klow
TrimmedFIGURE 8 INVESTMENT STRATEGIES LLCJun 30, 2026-339-9.9%3,082$317.1Klow
NewBARINGS LLCJun 30, 2026+338New338$316.2Klow
TrimmedSCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLCJun 30, 2026-316-6.3%4,719$295.7Klow
NewSTAR Financial BankJun 30, 2026+312New312$291.9Klow
TrimmedKILEY JUERGENS WEALTH MANAGEMENT, LLCJun 30, 2026-300-0.9%33,346$280.6Klow
TrimmedEthos Financial Group, LLCJun 30, 2026-270-9.2%2,662$260.5Klow
AddedCONWAY CAPITAL MANAGEMENT, INC.Jun 30, 2026+273+1.3%21,822$255.4Klow
AddedGould Capital, LLCJun 30, 2026+272+7.6%3,847$254.5Klow
NewDisciplined Investments, LLCJun 30, 2026+253New253$236.7Klow
TrimmedBRIDGES INVESTMENT MANAGEMENT INCJun 30, 2026-251-0.6%44,758$234.8Klow
TrimmedRequisite Capital Management, LLCJun 30, 2026-243-21%910$227.4Klow
AddedTOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SAJun 30, 2026+237+44%777$221.7Klow
NewVantus Wealth LLCJun 30, 2026+232New232$217.2Klow
NewTABLEAUX LLCJun 30, 2026+230New230$215.2Klow
ExitedVILLERE ST DENIS J & CO LLCJun 30, 2026-212-100%0$211.2Klow
AddedW.H. Cornerstone Investments Inc.Jun 30, 2026+224+5.6%4,258$209.5Klow
NewCoyle Financial Counsel LLCJun 30, 2026+224New224$209.5Klow
TrimmedGlobal Strategic Investment Solutions, LLCJun 30, 2026-221-14%1,355$206.7Klow
TrimmedPallas Capital Advisors LLCJun 30, 2026-221-2.1%10,198$206.7Klow
NewWestwood Wealth ManagementJun 30, 2026+220New220$205.8Klow
NewRedwood Financial Network CorpJun 30, 2026+219New219$204.9Klow
AddedOccidental Asset Management, LLCJun 30, 2026+214+26%1,042$200.1Klow
TrimmedNWM ADVISORS, LLCJun 30, 2026-201-38%328$188.0Klow
TrimmedInlet Private Wealth, LLCJun 30, 2026-200-3.8%5,080$187.1Klow
AddedCVA Family Office, LLCJun 30, 2026+199+11%2,074$186.2Klow
AddedFIRST NATIONAL BANK OF OMAHAJun 30, 2026+189+0.9%22,048$177.6Klow
TrimmedSigma Planning CorpJun 30, 2026-177-1.1%15,730$165.6Klow
TrimmedBeverly Hills Private Wealth, LLCJun 30, 2026-175-20%712$163.8Klow
TrimmedTIEMANN INVESTMENT ADVISORS, LLCJun 30, 2026-167-6.5%2,420$156.2Klow
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