COSTCO WHOLESALE CORP /NEW (COST) — Institutional Holders, Q2 2026 (page 24)
4,276 institutional investment managers reported a COST position on SEC Form 13F-HR for the quarter ended June 30, 2026, with a combined reported value of $301.2B. Every filer is listed below, ranked by position value, 100 per page; this page shows ranks 2,301 to 2,400. Put and call option positions are excluded, and a firm filing several lots or share classes is shown once with its total.
COST 13F holders ranked 2,301–2,400 of 4,276
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 2301 | Shepherd Street Advisors#2301 · 1,544 sh | 1,544 | $1.4M | — | -4.2% |
| 2302 | COLUMBIA ADVISORY PARTNERS#2302 · 1,513 sh | 1,513 | $1.4M | — | -0.3% |
| 2303 | Sloy Dahl & Holst#2303 · 1,512 sh | 1,512 | $1.4M | — | +2.6% |
| 2304 | R Squared Ltd#2304 · 1,510 sh | 1,510 | $1.4M | 0.74% | New |
| 2305 | Advisory Solutions Group#2305 · 1,508 sh | 1,508 | $1.4M | — | — |
| 2306 | Corundum Group#2306 · 1,507 sh | 1,507 | $1.4M | 0.42% | +1.9% |
| 2307 | Interchange Capital Partners#2307 · 1,502 sh | 1,502 | $1.4M | 0.26% | +38.7% |
| 2308 | FORTEM FINANCIAL GROUP#2308 · 1,502 sh | 1,502 | $1.4M | — | +3.4% |
| 2309 | HELIOS CAPITAL MANAGEMENT PTE. LTD#2309 · 1,500 sh | 1,500 | $1.4M | — | New |
| 2310 | Chancellor Financial Group WB#2310 · 1,498 sh | 1,498 | $1.4M | 0.87% | 0.0% |
| 2311 | Aureus Asset Management#2311 · 1,496 sh | 1,496 | $1.4M | 0.09% | +4.2% |
| 2312 | BankChampaign, National Association#2312 · 1,496 sh | 1,496 | $1.4M | — | +5.3% |
| 2313 | RFP Financial Group#2313 · 1,493 sh | 1,493 | $1.4M | 0.63% | 0.0% |
| 2314 | AAFMAA Wealth Management#2314 · 1,492 sh | 1,492 | $1.4M | — | -12.1% |
| 2315 | BXM Wealth#2315 · 1,489 sh | 1,489 | $1.4M | 0.76% | 0.0% |
| 2316 | Ponta Wealth Partners#2316 · 1,487 sh | 1,487 | $1.4M | 0.74% | +10.1% |
| 2317 | MIDLAND WEALTH ADVISORS#2317 · 1,483 sh | 1,483 | $1.4M | — | -7.1% |
| 2318 | ARWA#2318 · 1,466 sh | 1,466 | $1.4M | — | -7.6% |
| 2319 | FIRST NATIONAL BANK & OF NEWTOWN#2319 · 1,456 sh | 1,456 | $1.4M | 0.28% | +1.6% |
| 2320 | Lodestone Wealth Management#2320 · 1,477 sh | 1,477 | $1.4M | — | -0.3% |
| 2321 | SUMMITRY#2321 · 1,475 sh | 1,475 | $1.4M | 0.05% | +158.3% |
| 2322 | Biltmore Family Office#2322 · 1,474 sh | 1,474 | $1.4M | 0.18% | +0.2% |
| 2323 | RIVERSEDGE ADVISORS#2323 · 1,474 sh | 1,474 | $1.4M | — | +8.5% |
| 2324 | Headlands Technologies#2324 · 1,473 sh | 1,473 | $1.4M | 0.15% | New |
| 2325 | Oslo Pensjonsforsikring AS#2325 · 1,471 sh | 1,471 | $1.4M | — | 0.0% |
| 2326 | Pasadena Private Wealth#2326 · 1,470 sh | 1,470 | $1.4M | 0.17% | +0.8% |
| 2327 | Goldstein Advisors#2327 · 1,466 sh | 1,466 | $1.4M | — | +155.4% |
| 2328 | Concentrum Wealth Management#2328 · 1,465 sh | 1,465 | $1.4M | 0.33% | +1.8% |
| 2329 | Werba Rubin Papier Wealth Management#2329 · 1,463 sh | 1,463 | $1.4M | 0.17% | -42.5% |
| 2330 | Weaver Consulting Group#2330 · 1,462 sh | 1,462 | $1.4M | — | +0.1% |
| 2331 | Northern Financial Advisors#2331 · 1,462 sh | 1,462 | $1.4M | 0.90% | -3.0% |
| 2332 | Abbot Financial Management#2332 · 1,461 sh | 1,461 | $1.4M | 0.47% | -0.3% |
| 2333 | Resurgent Financial Advisors#2333 · 1,457 sh | 1,457 | $1.4M | 0.38% | +5.7% |
| 2334 | Financial Plan#2334 · 1,457 sh | 1,457 | $1.4M | 0.13% | +5.5% |
| 2335 | Pachira Investments#2335 · 1,456 sh | 1,456 | $1.4M | — | +7.1% |
| 2336 | Tradewinds#2336 · 3,121 sh | 3,121 | $1.4M | 0.31% | +233.8% |
| 2337 | Baring Financial#2337 · 1,453 sh | 1,453 | $1.4M | — | -2.0% |
| 2338 | Hoxton Planning & Management#2338 · 1,451 sh | 1,451 | $1.4M | — | -2.0% |
| 2339 | Burton Enright Welch#2339 · 1,444 sh | 1,444 | $1.4M | 0.16% | -6.5% |
| 2340 | Tortoise Investment Management#2340 · 1,444 sh | 1,444 | $1.4M | 0.10% | +1.0% |
| 2341 | BLUEDOOR PRIVATE WEALTH#2341 · 1,444 sh | 1,444 | $1.4M | 0.57% | -2.3% |
| 2342 | Formidable Asset Management#2342 · 1,355 sh | 1,355 | $1.3M | 0.21% | -0.5% |
| 2343 | Whelan Financial#2343 · 1,442 sh | 1,442 | $1.3M | 0.37% | +0.8% |
| 2344 | Richard W. Paul & Associates#2344 · 1,440 sh | 1,440 | $1.3M | 0.41% | -12.1% |
| 2345 | Willow Creek Capital Management#2345 · 1,437 sh | 1,437 | $1.3M | — | — |
| 2346 | Kennebec Savings Bank#2346 · 1,435 sh | 1,435 | $1.3M | — | +0.3% |
| 2347 | WEALTH ALLIANCE#2347 · 1,434 sh | 1,434 | $1.3M | 0.11% | -0.6% |
| 2348 | ADIRONDACK#2348 · 1,431 sh | 1,431 | $1.3M | — | -1.4% |
| 2349 | CHAPMAN FINANCIAL GROUP#2349 · 1,424 sh | 1,424 | $1.3M | — | 0.0% |
| 2350 | Radnor Capital Management#2350 · 1,422 sh | 1,422 | $1.3M | — | 0.0% |
| 2351 | Hofer & Associates.#2351 · 1,419 sh | 1,419 | $1.3M | — | +2.2% |
| 2352 | ACTION POINT FINANCIAL PLANNING#2352 · 1,434 sh | 1,434 | $1.3M | 0.13% | New |
| 2353 | Steigerwald, Gordon & Koch#2353 · 1,417 sh | 1,417 | $1.3M | 0.13% | -1.0% |
| 2354 | DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL#2354 · 1,415 sh | 1,415 | $1.3M | — | -0.6% |
| 2355 | Spectrum Asset Management, (NB/CA)#2355 · 1,413 sh | 1,413 | $1.3M | — | +0.1% |
| 2356 | 1834 INVESTMENT ADVISORS#2356 · 1,411 sh | 1,411 | $1.3M | — | +3.8% |
| 2357 | Tandem Wealth Advisors#2357 · 1,410 sh | 1,410 | $1.3M | 0.53% | +6.0% |
| 2358 | Suncoast Equity Management#2358 · 1,409 sh | 1,409 | $1.3M | 0.17% | New |
| 2359 | WOLFF WIESE MAGANA#2359 · 1,404 sh | 1,404 | $1.3M | — | -0.6% |
| 2360 | Hikari Tsushin#2360 · 1,400 sh | 1,400 | $1.3M | 0.09% | 0.0% |
| 2361 | Mathes Company#2361 · 1,399 sh | 1,399 | $1.3M | 0.41% | -0.4% |
| 2362 | Allied Investment Advisors#2362 · 1,398 sh | 1,398 | $1.3M | — | 0.0% |
| 2363 | SCHULHOFF#2363 · 1,394 sh | 1,394 | $1.3M | 0.52% | +0.1% |
| 2364 | Focused Wealth Management#2364 · 1,393 sh | 1,393 | $1.3M | 0.11% | +10.4% |
| 2365 | RAINIER FAMILY WEALTH#2365 · 1,393 sh | 1,393 | $1.3M | 0.74% | 0.0% |
| 2366 | Plante Moran Financial Advisors#2366 · 1,392 sh | 1,392 | $1.3M | 0.06% | -12.5% |
| 2367 | Gratus Wealth Advisors#2367 · 1,390 sh | 1,390 | $1.3M | — | +0.4% |
| 2368 | Fortitude Family Office#2368 · 1,390 sh | 1,390 | $1.3M | — | +0.7% |
| 2369 | Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna#2369 · 1,390 sh | 1,390 | $1.3M | — | 0.0% |
| 2370 | Blom & Howell Financial Planning#2370 · 1,389 sh | 1,389 | $1.3M | 1.08% | -0.8% |
| 2371 | Andrews Advisory Associates#2371 · 1,388 sh | 1,388 | $1.3M | — | -5.6% |
| 2372 | Sentry#2372 · 1,388 sh | 1,388 | $1.3M | 0.36% | 0.0% |
| 2373 | Foster Group#2373 · 1,385 sh | 1,385 | $1.3M | — | +0.8% |
| 2374 | GREATMARK INVESTMENT PARTNERS#2374 · 1,384 sh | 1,384 | $1.3M | 0.14% | 0.0% |
| 2375 | SANDER CAPITAL ADVISORS#2375 · 1,382 sh | 1,382 | $1.3M | — | -6.4% |
| 2376 | CHILDRESS CAPITAL ADVISORS#2376 · 1,382 sh | 1,382 | $1.3M | 0.21% | +9.2% |
| 2377 | VISION FINANCIAL MARKETS#2377 · 1,383 sh | 1,383 | $1.3M | — | 0.0% |
| 2378 | Five Oceans Advisors#2378 · 1,382 sh | 1,382 | $1.3M | — | -0.1% |
| 2379 | ATWOOD & PALMER#2379 · 1,380 sh | 1,380 | $1.3M | — | -0.7% |
| 2380 | SHP Wealth Management#2380 · 1,377 sh | 1,377 | $1.3M | 0.09% | +2.3% |
| 2381 | Curbstone Financial Management#2381 · 1,376 sh | 1,376 | $1.3M | — | +46.1% |
| 2382 | Wescott Financial Advisory Group#2382 · 1,375 sh | 1,375 | $1.3M | 0.10% | -0.6% |
| 2383 | Income Insurance Ltd#2383 · 1,375 sh | 1,375 | $1.3M | — | 0.0% |
| 2384 | Strategic Investment Advisors / MI#2384 · 1,372 sh | 1,372 | $1.3M | 0.08% | +0.5% |
| 2385 | Diligent Investors#2385 · 1,372 sh | 1,372 | $1.3M | — | +1.5% |
| 2386 | Matisse Capital#2386 · 1,369 sh | 1,369 | $1.3M | 0.51% | +7.5% |
| 2387 | Madson Wealth Advisors#2387 · 1,369 sh | 1,369 | $1.3M | — | +5.7% |
| 2388 | WIREGRASS INVESTMENT MANAGEMENT#2388 · 1,364 sh | 1,364 | $1.3M | 0.87% | +2.7% |
| 2389 | KTF INVESTMENTS#2389 · 1,364 sh | 1,364 | $1.3M | — | -1.8% |
| 2390 | Carrera Capital Advisors#2390 · 1,362 sh | 1,362 | $1.3M | 0.19% | +13.4% |
| 2391 | Gerald Baker Financial Group#2391 · 1,359 sh | 1,359 | $1.3M | — | -2.8% |
| 2392 | Heirloom Wealth Management#2392 · 1,358 sh | 1,358 | $1.3M | — | -5.4% |
| 2393 | Missouri & Investment#2393 · 1,333 sh | 1,333 | $1.3M | 0.34% | 0.0% |
| 2394 | Gleason Group#2394 · 1,356 sh | 1,356 | $1.3M | — | +0.7% |
| 2395 | MINDSET WEALTH MANAGEMENT#2395 · 1,356 sh | 1,356 | $1.3M | — | +48.7% |
| 2396 | Global Strategic Investment Solutions#2396 · 1,355 sh | 1,355 | $1.3M | — | -0.1% |
| 2397 | Values Added Financial#2397 · 1,352 sh | 1,352 | $1.3M | 0.46% | +0.7% |
| 2398 | Elm Partners Management#2398 · 1,351 sh | 1,351 | $1.3M | 0.04% | +0.1% |
| 2399 | Jackson Wealth Management#2399 · 1,350 sh | 1,350 | $1.3M | 0.74% | -90.6% |
| 2400 | Summit Wealth Partners#2400 · 1,350 sh | 1,350 | $1.3M | 0.18% | -4.1% |
Source: Form 13F-HR filings on SEC EDGAR, Q2 2026. Values are as reported by each manager at quarter end. “% of portfolio” is the position’s share of the manager’s total reported 13F value for the same quarter. “New” means the manager filed a 13F for Q1 2026 without this position; a dash means no comparison is available. Where a manager’s own filing is internally inconsistent its value is withheld and it is listed last. 13F data shows reported holdings, not recommendations.