COSTCO WHOLESALE CORP /NEW (COST) — Institutional Holders, Q2 2026 (page 26)
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 2,501 to 2,600. 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 2,501–2,600 of 4,276
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 2501 | SJS Investment Consulting#2501 · 1,216 sh | 1,216 | $1.1M | — | +0.7% |
| 2502 | BAKER BOYER NATIONAL BANK#2502 · 1,216 sh | 1,216 | $1.1M | 0.31% | +3.8% |
| 2503 | Financial Partners Group#2503 · 1,216 sh | 1,216 | $1.1M | — | +8.6% |
| 2504 | TSFG#2504 · 1,215 sh | 1,215 | $1.1M | — | +0.1% |
| 2505 | Intrepid Financial Planning Group#2505 · 1,215 sh | 1,215 | $1.1M | 0.39% | -4.0% |
| 2506 | Ritter Daniher Financial Advisory / DE#2506 · 1,215 sh | 1,215 | $1.1M | 0.17% | -5.8% |
| 2507 | Bedel Financial Consulting#2507 · 1,212 sh | 1,212 | $1.1M | 0.11% | +14.4% |
| 2508 | JT Stratford#2508 · 1,211 sh | 1,211 | $1.1M | 0.12% | -39.0% |
| 2509 | ONEFUND#2509 · 1,211 sh | 1,211 | $1.1M | 0.64% | -0.7% |
| 2510 | Destiny Capital#2510 · 1,207 sh | 1,207 | $1.1M | 0.53% | -0.6% |
| 2511 | Interval Partners#2511 · 1,206 sh | 1,206 | $1.1M | 0.03% | -55.6% |
| 2512 | Family Management#2512 · 1,204 sh | 1,204 | $1.1M | 0.12% | -1.1% |
| 2513 | CAHILL FINANCIAL ADVISORS#2513 · 1,203 sh | 1,203 | $1.1M | 0.11% | -5.4% |
| 2514 | Palisades Hudson Asset Management, L.P.#2514 · 1,201 sh | 1,201 | $1.1M | 0.39% | 0.0% |
| 2515 | Morton Capital Management#2515 · 1,201 sh | 1,201 | $1.1M | — | +24.6% |
| 2516 | Sompo Asset Management , Ltd.#2516 · 1,200 sh | 1,200 | $1.1M | 0.18% | -11.8% |
| 2517 | Michael Brady#2517 · 1,196 sh | 1,196 | $1.1M | — | -14.3% |
| 2518 | Summit Asset Management#2518 · 1,190 sh | 1,190 | $1.1M | 0.14% | 0.0% |
| 2519 | Stamos Capital Partners, L.P.#2519 · 1,189 sh | 1,189 | $1.1M | 0.17% | +28.8% |
| 2520 | Evernest Financial Advisors#2520 · 1,186 sh | 1,186 | $1.1M | 0.23% | +2.2% |
| 2521 | Fulcrum Capital#2521 · 1,186 sh | 1,186 | $1.1M | — | 0.0% |
| 2522 | TFC Financial Management#2522 · 1,182 sh | 1,182 | $1.1M | — | +2.6% |
| 2523 | Schneider Downs Wealth Management Advisors#2523 · 1,181 sh | 1,181 | $1.1M | 0.10% | +0.9% |
| 2524 | Worthington Financial Partners#2524 · 1,179 sh | 1,179 | $1.1M | — | -18.9% |
| 2525 | JBR Financial Management#2525 · 1,179 sh | 1,179 | $1.1M | — | -15.7% |
| 2526 | Prasad Wealth Partners#2526 · 1,177 sh | 1,177 | $1.1M | 0.27% | -0.8% |
| 2527 | Brown Financial Advisors#2527 · 1,177 sh | 1,177 | $1.1M | 0.38% | +10.2% |
| 2528 | Darwin Wealth Management#2528 · 1,175 sh | 1,175 | $1.1M | 0.30% | -0.7% |
| 2529 | Amplius Wealth Advisors#2529 · 1,175 sh | 1,175 | $1.1M | — | +148.9% |
| 2530 | Van Cleef Asset Management#2530 · 1,171 sh | 1,171 | $1.1M | — | 0.0% |
| 2531 | Colonial River Wealth Management#2531 · 1,168 sh | 1,168 | $1.1M | — | -2.0% |
| 2532 | CAHABA WEALTH MANAGEMENT#2532 · 1,167 sh | 1,167 | $1.1M | — | -0.2% |
| 2533 | BUCKHEAD CAPITAL MANAGEMENT#2533 · 1,166 sh | 1,166 | $1.1M | 0.37% | -0.7% |
| 2534 | WP Advisors#2534 · 1,165 sh | 1,165 | $1.1M | — | +0.2% |
| 2535 | Roxbury Financial#2535 · 1,164 sh | 1,164 | $1.1M | — | -0.3% |
| 2536 | WealthCare Asset Management#2536 · 1,160 sh | 1,160 | $1.1M | — | New |
| 2537 | Wood Tarver Financial Group#2537 · 1,159 sh | 1,159 | $1.1M | 0.26% | 0.0% |
| 2538 | Intelligent Financial Strategies#2538 · 1,156 sh | 1,156 | $1.1M | — | 0.0% |
| 2539 | Embree Financial Group#2539 · 1,154 sh | 1,154 | $1.1M | — | -1.8% |
| 2540 | Heartwood Wealth Advisors#2540 · 1,151 sh | 1,151 | $1.1M | — | -10.6% |
| 2541 | Paladin Partners#2541 · 1,151 sh | 1,151 | $1.1M | — | +2.2% |
| 2542 | WestHill Financial Advisors#2542 · 1,151 sh | 1,151 | $1.1M | — | -1.7% |
| 2543 | BIRINYI ASSOCIATES#2543 · 1,150 sh | 1,150 | $1.1M | 0.25% | 0.0% |
| 2544 | Redmond Asset Management#2544 · 1,150 sh | 1,150 | $1.1M | 0.27% | -3.4% |
| 2545 | BUILDER INVESTMENT GROUP#2545 · 1,150 sh | 1,150 | $1.1M | — | 0.0% |
| 2546 | Heritage#2546 · 1,149 sh | 1,149 | $1.1M | 0.09% | -3.4% |
| 2547 | Fermata Advisors#2547 · 1,148 sh | 1,148 | $1.1M | — | +11.0% |
| 2548 | Wisconsin Wealth Advisors#2548 · 1,147 sh | 1,147 | $1.1M | — | 0.0% |
| 2549 | Notis-McConarty Edward#2549 · 1,143 sh | 1,143 | $1.1M | 0.46% | 0.0% |
| 2550 | Plan A Wealth#2550 · 1,138 sh | 1,138 | $1.1M | — | +8.1% |
| 2551 | Fusion Capital#2551 · 1,138 sh | 1,138 | $1.1M | 0.25% | +0.2% |
| 2552 | CFO4Life Group#2552 · 1,138 sh | 1,138 | $1.1M | 0.14% | -2.1% |
| 2553 | PURSUE WEALTH PARTNERS#2553 · 1,137 sh | 1,137 | $1.1M | 0.60% | -2.8% |
| 2554 | KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT#2554 · 1,135 sh | 1,135 | $1.1M | <0.01% | -5.8% |
| 2555 | Cromwell#2555 · 1,135 sh | 1,135 | $1.1M | 0.48% | 0.0% |
| 2556 | TITLEIST ASSET MANAGEMENT#2556 · 1,134 sh | 1,134 | $1.1M | — | +2.7% |
| 2557 | Elevated Financial Group#2557 · 1,132 sh | 1,132 | $1.1M | — | -15.6% |
| 2558 | Fort Point Capital Partners#2558 · 1,131 sh | 1,131 | $1.1M | 0.07% | +0.4% |
| 2559 | Elevation Wealth Management#2559 · 1,130 sh | 1,130 | $1.1M | 0.79% | +4.8% |
| 2560 | Duncan Williams Asset Management#2560 · 1,130 sh | 1,130 | $1.1M | 0.24% | -3.0% |
| 2561 | FULCRUM WEALTH ADVISORS#2561 · 1,129 sh | 1,129 | $1.1M | — | +27.4% |
| 2562 | MN Wealth Advisors#2562 · 1,128 sh | 1,128 | $1.1M | — | +38.6% |
| 2563 | Inspire Advisors#2563 · 1,126 sh | 1,126 | $1.1M | 0.07% | -60.4% |
| 2564 | Enclave Advisors#2564 · 1,124 sh | 1,124 | $1.1M | — | -0.1% |
| 2565 | Kapstone Financial Advisors#2565 · 1,122 sh | 1,122 | $1.0M | 0.44% | 0.0% |
| 2566 | Adelphi#2566 · 1,122 sh | 1,122 | $1.0M | — | +9.5% |
| 2567 | Trilogy Capital#2567 · 1,121 sh | 1,121 | $1.0M | — | -1.4% |
| 2568 | Addison Capital#2568 · 1,121 sh | 1,121 | $1.0M | 0.17% | +0.6% |
| 2569 | RIDGECREST WEALTH PARTNERS#2569 · 1,115 sh | 1,115 | $1.0M | — | +4.8% |
| 2570 | SHIKIAR ASSET MANAGEMENT#2570 · 1,115 sh | 1,115 | $1.0M | — | 0.0% |
| 2571 | Centerpoint Advisors#2571 · 1,115 sh | 1,115 | $1.0M | 0.30% | -0.9% |
| 2572 | First National Bank of Hutchinson#2572 · 1,114 sh | 1,114 | $1.0M | 0.57% | +1.5% |
| 2573 | Biltmore Wealth Management#2573 · 1,113 sh | 1,113 | $1.0M | — | +2.6% |
| 2574 | CARDIFF PARK ADVISORS#2574 · 1,112 sh | 1,112 | $1.0M | 0.08% | -6.3% |
| 2575 | IAMS WEALTH MANAGEMENT#2575 · 1,110 sh | 1,110 | $1.0M | — | -28.1% |
| 2576 | CASTLE WEALTH MANAGEMENT#2576 · 1,111 sh | 1,111 | $1.0M | 0.31% | +0.2% |
| 2577 | Clearwater Capital Advisors#2577 · 1,110 sh | 1,110 | $1.0M | 0.08% | +1.0% |
| 2578 | Koenig Investment Advisory#2578 · 1,109 sh | 1,109 | $1.0M | — | +6.9% |
| 2579 | Frisch Financial Group#2579 · 1,109 sh | 1,109 | $1.0M | 0.18% | +5.7% |
| 2580 | Arkos Global Advisors#2580 · 1,108 sh | 1,108 | $1.0M | 0.12% | +2.6% |
| 2581 | Oxford Wealth Group#2581 · 1,108 sh | 1,108 | $1.0M | 0.46% | -2.4% |
| 2582 | COFG Advisors#2582 · 1,104 sh | 1,104 | $1.0M | 0.18% | +122.1% |
| 2583 | Dynamic Technology Lab Private Ltd#2583 · 1,104 sh | 1,104 | $1.0M | 0.23% | -29.5% |
| 2584 | American Institute for Advanced Investment Management, LLP#2584 · 1,104 sh | 1,104 | $1.0M | 0.60% | -0.7% |
| 2585 | Long Island Wealth Management#2585 · 1,103 sh | 1,103 | $1.0M | — | -0.2% |
| 2586 | Fiscal Wisdom Wealth Management#2586 · 1,102 sh | 1,102 | $1.0M | — | -0.1% |
| 2587 | CFS Investment Advisory Services#2587 · 1,082 sh | 1,082 | $1.0M | — | -5.2% |
| 2588 | Sage Capital Management#2588 · 1,099 sh | 1,099 | $1.0M | — | 0.0% |
| 2589 | Merrion Investment Management#2589 · 1,100 sh | 1,100 | $1.0M | — | 0.0% |
| 2590 | BOYD WATTERSON ASSET MANAGEMENT#2590 · 1,100 sh | 1,100 | $1.0M | 0.28% | New |
| 2591 | Lane Generational#2591 · 1,100 sh | 1,100 | $1.0M | 0.90% | 0.0% |
| 2592 | Alpine Bank Wealth Management#2592 · 1,095 sh | 1,095 | $1.0M | — | 0.0% |
| 2593 | IFG Advisors#2593 · 1,095 sh | 1,095 | $1.0M | — | 0.0% |
| 2594 | Investmark Advisory Group#2594 · 1,092 sh | 1,092 | $1.0M | 0.39% | +9.3% |
| 2595 | WOODLEY FARRA MANION PORTFOLIO MANAGEMENT#2595 · 1,092 sh | 1,092 | $1.0M | 0.05% | +0.8% |
| 2596 | Meadow Creek Wealth Advisors#2596 · 1,088 sh | 1,088 | $1.0M | 0.62% | -18.6% |
| 2597 | Marks Group Wealth Management#2597 · 1,088 sh | 1,088 | $1.0M | 0.09% | 0.0% |
| 2598 | Warner Group#2598 · 1,088 sh | 1,088 | $1.0M | 0.25% | +100.0% |
| 2599 | PAX Financial Group#2599 · 1,087 sh | 1,087 | $1.0M | 0.15% | -3.2% |
| 2600 | Mendel Money Management#2600 · 1,086 sh | 1,086 | $1.0M | 0.37% | -9.2% |
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.