COSTCO WHOLESALE CORP /NEW (COST) — Institutional Holders, Q2 2026 (page 25)
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 2,401 to 2,500. 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 2,401–2,500 of 4,276
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 2401 | UP STRATEGIC WEALTH INVESTMENT ADVISORS#2401 · 1,340 sh | 1,340 | $1.3M | 0.75% | -1.3% |
| 2402 | Westside Investment Management#2402 · 1,348 sh | 1,348 | $1.3M | 0.17% | +2.3% |
| 2403 | Mission Financial Group#2403 · 1,344 sh | 1,344 | $1.3M | — | — |
| 2404 | Carr Financial Group#2404 · 1,343 sh | 1,343 | $1.3M | 0.29% | +17.5% |
| 2405 | Winthrop Advisory Group#2405 · 1,342 sh | 1,342 | $1.3M | — | +6.7% |
| 2406 | Gemmer Asset Management#2406 · 1,342 sh | 1,342 | $1.3M | — | +5.0% |
| 2407 | BSW Wealth Partners#2407 · 1,340 sh | 1,340 | $1.3M | 0.14% | +4.8% |
| 2408 | Laurel Wealth Advisors#2408 · 1,337 sh | 1,337 | $1.3M | 0.12% | +0.2% |
| 2409 | Helen Stephens Group#2409 · 1,336 sh | 1,336 | $1.2M | — | +1.1% |
| 2410 | Bernard Wealth Management#2410 · 1,335 sh | 1,335 | $1.2M | 0.46% | -2.3% |
| 2411 | SAGE RHINO CAPITAL#2411 · 1,333 sh | 1,333 | $1.2M | 0.20% | -1.4% |
| 2412 | Lansing Street Advisors#2412 · 1,333 sh | 1,333 | $1.2M | 0.26% | -1.2% |
| 2413 | Waldron Private Wealth#2413 · 1,328 sh | 1,328 | $1.2M | 0.04% | -1.6% |
| 2414 | Maxele Advisors#2414 · 1,328 sh | 1,328 | $1.2M | 0.87% | — |
| 2415 | Saiph Capital#2415 · 1,323 sh | 1,323 | $1.2M | 0.37% | +137.9% |
| 2416 | BLUE JEAN FINANCIAL#2416 · 1,321 sh | 1,321 | $1.2M | — | +2.0% |
| 2417 | Unify Financial Advisors#2417 · 1,320 sh | 1,320 | $1.2M | 1.14% | +2.6% |
| 2418 | Stablepoint Partners#2418 · 1,318 sh | 1,318 | $1.2M | 0.17% | -0.5% |
| 2419 | San Luis Wealth Advisors#2419 · 1,317 sh | 1,317 | $1.2M | — | -2.0% |
| 2420 | GeoWealth Management#2420 · 1,313 sh | 1,313 | $1.2M | 0.04% | +2.5% |
| 2421 | Parkside Investments#2421 · 1,309 sh | 1,309 | $1.2M | — | -1.1% |
| 2422 | MARIPAU WEALTH MANAGEMENT#2422 · 1,308 sh | 1,308 | $1.2M | 0.44% | +30.5% |
| 2423 | Bauman Advisory Group#2423 · 1,308 sh | 1,308 | $1.2M | 0.65% | +1.5% |
| 2424 | Abel Hall#2424 · 1,303 sh | 1,303 | $1.2M | — | +2.2% |
| 2425 | Onyx Bridge Wealth Group#2425 · 1,302 sh | 1,302 | $1.2M | — | +2.0% |
| 2426 | Clarion Wealth Managment Partners#2426 · 1,302 sh | 1,302 | $1.2M | 0.98% | -6.3% |
| 2427 | WATERS PARKERSON#2427 · 1,299 sh | 1,299 | $1.2M | 0.06% | -1.9% |
| 2428 | BANK OF HAWAII#2428 · 1,299 sh | 1,299 | $1.2M | 0.06% | -0.3% |
| 2429 | Wilson & Boucher Capital Management#2429 · 1,298 sh | 1,298 | $1.2M | 0.71% | -0.9% |
| 2430 | HUTCHINSON CAPITAL MANAGEMENT#2430 · 1,297 sh | 1,297 | $1.2M | 0.21% | +6.0% |
| 2431 | Waterway Wealth Management#2431 · 1,296 sh | 1,296 | $1.2M | 0.25% | +1.5% |
| 2432 | Tradewinds Capital Management#2432 · 1,293 sh | 1,293 | $1.2M | — | -8.2% |
| 2433 | Westfuller Advisors#2433 · 1,292 sh | 1,292 | $1.2M | 0.44% | +27.2% |
| 2434 | TRB Wealth Management#2434 · 1,291 sh | 1,291 | $1.2M | 0.16% | -28.2% |
| 2435 | Octavia Wealth Advisors#2435 · 1,290 sh | 1,290 | $1.2M | 0.10% | -9.9% |
| 2436 | TrustBank#2436 · 1,289 sh | 1,289 | $1.2M | — | -1.7% |
| 2437 | MONTGOMERY INVESTMENT MANAGEMENT#2437 · 1,285 sh | 1,285 | $1.2M | — | 0.0% |
| 2438 | V2 Financial group#2438 · 1,284 sh | 1,284 | $1.2M | 0.45% | +2.3% |
| 2439 | 55 North Private Wealth#2439 · 1,282 sh | 1,282 | $1.2M | — | -6.0% |
| 2440 | THOMPSON DAVIS#2440 · 1,281 sh | 1,281 | $1.2M | 0.72% | -1.8% |
| 2441 | Wealth Architects#2441 · 1,279 sh | 1,279 | $1.2M | 0.09% | -0.3% |
| 2442 | PARTHENON#2442 · 1,278 sh | 1,278 | $1.2M | — | -1.9% |
| 2443 | Phoenix Wealth Advisors#2443 · 1,278 sh | 1,278 | $1.2M | 0.40% | -1.9% |
| 2444 | FLORIDA FINANCIAL ADVISORS#2444 · 1,277 sh | 1,277 | $1.2M | 0.20% | -6.0% |
| 2445 | TWO SIGMA SECURITIES#2445 · 1,277 sh | 1,277 | $1.2M | 0.10% | New |
| 2446 | Prairie Wealth Advisors#2446 · 0 sh | 0 | $1.2M | 0.28% | New |
| 2447 | Milestone Asset Management Group#2447 · 1,273 sh | 1,273 | $1.2M | — | -0.6% |
| 2448 | BINGHAM PRIVATE WEALTH#2448 · 1,272 sh | 1,272 | $1.2M | 0.82% | +3.0% |
| 2449 | Revolve Wealth Partners#2449 · 1,272 sh | 1,272 | $1.2M | — | +1.9% |
| 2450 | SACKS & ASSOCIATES#2450 · 1,250 sh | 1,250 | $1.2M | — | 0.0% |
| 2451 | Advyzon Investment Management#2451 · 1,269 sh | 1,269 | $1.2M | 0.09% | -51.7% |
| 2452 | Skyline Advisors#2452 · 1,268 sh | 1,268 | $1.2M | 0.37% | 0.0% |
| 2453 | Crown Wealth Group#2453 · 1,268 sh | 1,268 | $1.2M | — | -5.3% |
| 2454 | Optimize Financial#2454 · 1,268 sh | 1,268 | $1.2M | 0.21% | +99.4% |
| 2455 | BENDER ROBERT & ASSOCIATES#2455 · 1,268 sh | 1,268 | $1.2M | — | -1.2% |
| 2456 | ANCHYRA PARTNERS#2456 · 1,265 sh | 1,265 | $1.2M | — | +8.6% |
| 2457 | WATERSHED PRIVATE WEALTH#2457 · 1,265 sh | 1,265 | $1.2M | 0.33% | +3.2% |
| 2458 | Gilliland Jeter Wealth Management#2458 · 1,264 sh | 1,264 | $1.2M | 0.31% | 0.0% |
| 2459 | Granite Bay Wealth Management#2459 · 1,264 sh | 1,264 | $1.2M | 0.11% | +172.4% |
| 2460 | LAWSON KROEKER INVESTMENT MANAGEMENT#2460 · 1,260 sh | 1,260 | $1.2M | — | -1.6% |
| 2461 | DAVIDSON INVESTMENT ADVISORS#2461 · 1,260 sh | 1,260 | $1.2M | — | +65.8% |
| 2462 | Kensington Investment Counsel#2462 · 1,259 sh | 1,259 | $1.2M | 0.51% | -0.8% |
| 2463 | David R. Rahn & Associates#2463 · 1,257 sh | 1,257 | $1.2M | 0.28% | 0.0% |
| 2464 | WEST BANCORPORATION#2464 · 1,255 sh | 1,255 | $1.2M | 0.50% | -4.2% |
| 2465 | Winthrop Capital Management#2465 · 1,254 sh | 1,254 | $1.2M | 0.28% | +0.2% |
| 2466 | AMG Asset Management Group#2466 · 1,253 sh | 1,253 | $1.2M | — | +3.1% |
| 2467 | Elwood & Goetz Wealth Advisory Group#2467 · 1,253 sh | 1,253 | $1.2M | 0.17% | +0.5% |
| 2468 | Wellington Shields#2468 · 1,250 sh | 1,250 | $1.2M | 0.26% | +19.0% |
| 2469 | First Command Advisory Services#2469 · 1,250 sh | 1,250 | $1.2M | <0.01% | -15.6% |
| 2470 | 1900 WEALTH MANAGEMENT#2470 · 1,249 sh | 1,249 | $1.2M | — | +46.1% |
| 2471 | STABLEFORD CAPITAL II#2471 · 1,247 sh | 1,247 | $1.2M | — | +9.3% |
| 2472 | Aristotle Capital Management#2472 · 1,245 sh | 1,245 | $1.2M | <0.01% | 0.0% |
| 2473 | Main Street Group, LTD#2473 · 1,243 sh | 1,243 | $1.2M | 0.27% | +1.4% |
| 2474 | Prentice Wealth Management#2474 · 1,242 sh | 1,242 | $1.2M | — | +2.0% |
| 2475 | PACIFIC SUN FINANCIAL#2475 · 1,242 sh | 1,242 | $1.2M | 0.48% | +9.6% |
| 2476 | WELLINGTON-ALTUS USA#2476 · 1,166 sh | 1,166 | $1.2M | 0.83% | +16.3% |
| 2477 | Connecticut Capital Management Group#2477 · 1,241 sh | 1,241 | $1.2M | 0.94% | -0.6% |
| 2478 | FINANCIAL CONSULATE#2478 · 1,238 sh | 1,238 | $1.2M | — | -1.0% |
| 2479 | Financial Perspectives#2479 · 1,238 sh | 1,238 | $1.2M | 0.28% | -1.1% |
| 2480 | STEVENS CAPITAL MANAGEMENT#2480 · 1,236 sh | 1,236 | $1.2M | 0.28% | +25.6% |
| 2481 | Nabity-Jensen Investment Management#2481 · 1,234 sh | 1,234 | $1.2M | — | 0.0% |
| 2482 | Capital Advantage#2482 · 1,233 sh | 1,233 | $1.2M | — | -3.0% |
| 2483 | Pathway Financial Advisers#2483 · 1,243 sh | 1,243 | $1.2M | 0.29% | +4.5% |
| 2484 | Stonebridge Financial Planning Group#2484 · 1,232 sh | 1,232 | $1.2M | 0.37% | -7.5% |
| 2485 | Y.D. More Investments Ltd#2485 · 1,247 sh | 1,247 | $1.2M | 0.04% | -1.0% |
| 2486 | WEST PACES ADVISORS#2486 · 1,232 sh | 1,232 | $1.2M | — | -2.7% |
| 2487 | PKS Advisory Services#2487 · 1,226 sh | 1,226 | $1.1M | — | +14.0% |
| 2488 | Chris Bulman#2488 · 1,227 sh | 1,227 | $1.1M | — | -13.7% |
| 2489 | L & S Advisors#2489 · 1,226 sh | 1,226 | $1.1M | 0.12% | -15.4% |
| 2490 | Tortuga Wealth Management#2490 · 1,224 sh | 1,224 | $1.1M | 0.87% | -4.8% |
| 2491 | WADDELL & ASSOCIATES#2491 · 1,222 sh | 1,222 | $1.1M | 0.06% | -22.7% |
| 2492 | Foundry Financial#2492 · 1,222 sh | 1,222 | $1.1M | — | +2.6% |
| 2493 | Paulson Wealth Management#2493 · 1,221 sh | 1,221 | $1.1M | 0.24% | -3.9% |
| 2494 | MOODY LYNN & LIEBERSON#2494 · 1,221 sh | 1,221 | $1.1M | — | -10.7% |
| 2495 | One Day In July#2495 · 1,220 sh | 1,220 | $1.1M | 0.08% | +4.0% |
| 2496 | ENTERPRISE FINANCIAL SERVICES#2496 · 1,219 sh | 1,219 | $1.1M | 0.47% | +2.5% |
| 2497 | VANCE WEALTH#2497 · 1,219 sh | 1,219 | $1.1M | 0.26% | -13.1% |
| 2498 | Washington Advisors#2498 · 1,218 sh | 1,218 | $1.1M | — | +48.2% |
| 2499 | DUMONT & BLAKE INVESTMENT ADVISORS#2499 · 1,217 sh | 1,217 | $1.1M | 0.26% | -2.3% |
| 2500 | Northern Capital Management#2500 · 1,216 sh | 1,216 | $1.1M | 0.49% | 0.0% |
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.