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
AddedOARSMAN CAPITAL, INC.Jun 30, 2026+158+9.5%1,814$147.8Klow
AddedSIERRA OCEAN, LLCJun 30, 2026+158+53%457$147.7Klow
TrimmedTortoise Investment Management, LLCJun 30, 2026-154-9.6%1,444$144.1Klow
AddedMenard Financial Group LLCJun 30, 2026+148+16%1,048$138.5Klow
TrimmedArgo Wealth Advisory, LLCJun 30, 2026-136-3.8%3,477$127.2Klow
AddedGranite Investment Partners, LLCJun 30, 2026+124+0.7%18,007$116.0Klow
AddedLeConte Wealth Management, LLCJun 30, 2026+120+26%576$112.3Klow
AddedTRUST CO OF VERMONTJun 30, 2026+115+0.2%52,299$107.6Klow
TrimmedPavion Blue Capital, LLCJun 30, 2026-101-1.1%9,147$100.7Klow
TrimmedAMG National Trust BankJun 30, 2026-107-2.3%4,590$100.1Klow
AddedBell Investment Advisors, IncJun 30, 2026+100+23%539$93.5Klow
AddedEverest Management Corp.Jun 30, 2026+98+28%454$91.7Klow
AddedWIREGRASS INVESTMENT MANAGEMENT LLCJun 30, 2026+95+7.5%1,364$88.9Klow
TrimmedQuent Capital, LLCJun 30, 2026-95-3.3%2,815$88.9Klow
AddedBLALOCK WILLIAMS, LLCJun 30, 2026+93+11%938$87.0Klow
AddedPERSONAL CFO SOLUTIONS, LLCJun 30, 2026+91+6.1%1,574$85.1Klow
AddedKingdom Financial Group LLC.Jun 30, 2026+86+128%153$80.7Klow
TrimmedNOVARE CAPITAL MANAGEMENT LLCJun 30, 2026-80-3.0%2,571$74.8Klow
TrimmedBETO FINANCIAL GROUP, LLCJun 30, 2026-76-7.2%977$71.1Klow
AddedKapstone Financial Advisors LLCJun 30, 2026+75+7.2%1,122$70.2Klow
AddedArgyle Capital Partners, LLCJun 30, 2026+73+7.7%1,025$68.3Klow
AddedInvestmark Advisory Group LLCJun 30, 2026+72+7.1%1,092$67.4Klow
TrimmedWestend Capital Management, LLCJun 30, 2026-69-12%503$64.5Klow
AddedMarble Harbor Investment Counsel, LLCJun 30, 2026+67+3.5%1,967$62.7Klow
AddedMillington Financial Advisors, LLCJun 30, 2026+65+31%277$61.1Klow
TrimmedCAPITAL FINANCIAL GROUP INC\CO\ /ADVJun 30, 2026-58-6.7%811$54.3Klow
AddedGOLDEN ROAD ADVISORS LLCJun 30, 2026+56+24%291$52.4Klow
AddedPerigon Wealth Management, LLCJun 30, 2026+55+0.2%22,257$51.5Klow
TrimmedFOCUSED ALPHA, LLCJun 30, 2026-55-1.9%2,900$51.4Klow
TrimmedCFM WEALTH PARTNERS LLCJun 30, 2026-52-0.4%12,546$48.6Klow
AddedSalomon & Ludwin, LLCJun 30, 2026+47+11%472$43.5Klow
TrimmedSignet Private Wealth LLCJun 30, 2026-46-8.8%478$43.0Klow
AddedDunhill Financial, LLCJun 30, 2026+43+16%310$40.2Klow
TrimmedDENVER WEALTH MANAGEMENT, INC.Jun 30, 2026-38-10%338$35.6Klow
TrimmedAlpine Bank Wealth ManagementJun 30, 2026-37-3.3%1,095$34.6Klow
TrimmedLUTS & GREENLEIGH GROUP, INC.Jun 30, 2026-34-0.3%10,396$31.8Klow
AddedB & T Capital Management DBA Alpha Capital ManagementJun 30, 2026+33+1.0%3,343$30.9Klow
TrimmedFIDUCIENT ADVISORS LLCJun 30, 2026-33-8.0%377$30.9Klow
TrimmedPinnacle Wealth Planning Services, Inc.Jun 30, 2026-29-1.2%2,352$27.1Klow
AddedSummit Financial Consulting LLCJun 30, 2026+25+6.1%435$23.4Klow
TrimmedOxbow Advisors, LLCJun 30, 2026-24-1.1%2,164$22.5Klow
TrimmedRNC CAPITAL MANAGEMENT LLCJun 30, 2026-23-0.7%3,087$21.5Klow
TrimmedGRANDFIELD & DODD, LLCJun 30, 2026-20-0.4%4,758$18.7Klow
NewHarborfront Financial Group LLCJun 30, 2026+19New19$18.2Klow
AddedProspect Financial Group LLCJun 30, 2026+19+8.1%253$17.8Klow
AddedMAYPORT, LLCJun 30, 2026+11+3.5%329$10.3Klow
TrimmedPhillips Wealth Planners LLCJun 30, 2026-10-1.6%600$9.5Klow
AddedMain Street Financial Solutions, LLCJun 30, 2026+10+0.5%1,918$9.4Klow
AddedSILVER OAK SECURITIES, INCORPORATEDJun 30, 2026+10+0.3%3,734$9.4Klow
TrimmedEdgemoor Investment Advisors, Inc.Jun 30, 2026-7-0.9%778$6.6Klow
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