COSTCO WHOLESALE CORP /NEW (COST) — Institutional Holders, Q2 2026 (page 27)

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 2,601 to 2,700. 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 2,601–2,700 of 4,276

Institutional investors reporting a position in COSTCO WHOLESALE CORP /NEW on SEC Form 13F-HR for Q2 2026, ranked by reported value.
InstitutionValueQoQ
Papamarkou Wellner Asset Management#2601 · 1,015 sh$1.0M0.0%
Finer Wealth Management#2602 · 1,080 sh$1.0M+40.6%
Signet Investment Advisory Group#2603 · 1,080 sh$1.0M-3.2%
Shared Vision Wealth Group#2604 · 1,079 sh$1.0M+0.2%
Independent Wealth Network#2605 · 1,076 sh$1.0M-1.9%
THOR TRADING ADVISORS#2606 · 1,076 sh$1.0MNew
ARMSTRONG HENRY H ASSOCIATES#2607 · 1,071 sh$1.0M0.0%
OneAscent Wealth Management#2608 · 1,071 sh$1.0M+20.9%
Michael J. Porro & Financial Advisors#2609 · 1,071 sh$1.0M-0.6%
Elevated Private Wealth#2610 · 1,070 sh$1.0M—
Delap Wealth Advisory#2611 · 1,069 sh$1.0M-5.2%
TCFG Investment Advisors#2612 · 1,066 sh$997.6K+0.3%
NORTHLAND SECURITIES#2613 · 1,062 sh$993.8K+0.2%
May Hill Capital#2614 · 1,060 sh$991.7K-8.1%
Sunrise Financial Services#2615 · 1,060 sh$991.6K0.0%
Henshaw Capital#2616 · 1,060 sh$991.6K-19.3%
ARMSTRONG ADVISORY GROUP#2617 · 1,059 sh$990.2K-0.1%
ECLECTIC ASSOCIATES#2618 · 1,057 sh$988.7K-2.2%
KHAZANAH NASIONAL BERHAD#2619 · 1,056 sh$987.9K+2.1%
GW HENSSLER & ASSOCIATES LTD#2620 · 1,055 sh$987.0K-9.3%
Crescent Grove Advisors#2621 · 1,054 sh$986.0K-4.5%
Z3 Capital Partners#2622 · 1,053 sh$985.3K-1.4%
WRAPMANAGER#2623 · 1,052 sh$985.0K-4.3%
TILIA FIDUCIARY PARTNERS#2624 · 1,050 sh$982.7K-3.1%
UPTICK PARTNERS#2625 · 1,049 sh$981.2K+11.0%
Menard Financial Group#2626 · 1,048 sh$980.5K+15.7%
Bond & Devick Financial Network#2627 · 1,047 sh$979.4K-4.8%
Houlihan Financial Resource Group, Ltd.#2628 · 1,046 sh$978.5K0.0%
Old Mission Investment#2629 · 1,045 sh$977.7K0.0%
IBEX WEALTH ADVISORS#2630 · 1,045 sh$977.1K+6.0%
SYM FINANCIAL#2631 · 1,044 sh$976.8K-36.2%
Dominguez Wealth Management Solutions#2632 · 1,042 sh$975.2K0.0%
Occidental Asset Management#2633 · 1,042 sh$974.4K+2.9%
HUNTER ASSOCIATES INVESTMENT MANAGEMENT#2634 · 1,043 sh$973.0K+0.7%
iSAM Funds (UK) Ltd#2635 · 1,040 sh$972.9K+226.0%
Ellevest#2636 · 33,918 sh$972.5K+4193.4%
FULLER & THALER ASSET MANAGEMENT#2637 · 1,039 sh$972.0K0.0%
POSTROCK PARTNERS#2638 · 1,038 sh$971.0K0.0%
CKW FINANCIAL GROUP#2639 · 1,049 sh$970.0K+0.2%
Brady Martz Wealth Solutions#2640 · 1,037 sh$970.0K-0.3%
BRANDYWINE OAK PRIVATE WEALTH#2641 · 1,036 sh$969.3K-10.9%
Golden Reserve Retirement#2642 · 1,034 sh$967.3K+133.9%
CASTLEKEEP INVESTMENT ADVISORS#2643 · 1,033 sh$966.3K-6.7%
Integrated Investment Consultants#2644 · 1,033 sh$966.3K-6.3%
Altus Wealth Group#2645 · 1,033 sh$966.3K+4.1%
ESG Planning DBA Harper Investing#2646 · 1,031 sh$964.9K+21.0%
QTR Family Wealth#2647 · 1,031 sh$964.5K-5.8%
Diversified Portfolios#2648 · 1,028 sh$961.7K+102.8%
Antonelli Financial Advisors#2649 · 1,027 sh$961.0K-4.6%
BERKSHIRE ASSET MANAGEMENT#2650 · 1,025 sh$959.1K+0.7%
Argyle Capital Partners#2651 · 1,025 sh$959.1K+13.6%
LAUREL OAK WEALTH MANAGEMENT#2652 · 1,025 sh$959.0K+1.5%
RICHARDSON FINANCIAL SERVICES#2653 · 1,025 sh$958.9K+0.8%
Integrity Advisory Solutions#2654 · 1,024 sh$958.4K+60.0%
Barton Investment Management#2655 · 1,024 sh$957.9K0.0%
Hardworking Capital Advisors#2656 · 1,022 sh$956.1K+1.9%
Delta Investment Management#2657 · 1,020 sh$954.4K+82.1%
Accretive Wealth Partners#2658 · 1,017 sh$951.5K+3.6%
Omega Financial Group#2659 · 1,016 sh$950.9K0.0%
Mason & Associates#2660 · 1,014 sh$948.6K-12.8%
MAGNOLIA CAPITAL MANAGEMENT LTD#2661 · 1,012 sh$947.0K+0.4%
Collaborative Fund Advisors#2662 · 1,012 sh$946.7K-60.9%
Western Pacific Wealth Management#2663 · 1,011 sh$945.8K-1.1%
WORLD EQUITY GROUP#2664 · 1,011 sh$945.7K+5.9%
CLG#2665 · 1,011 sh$945.5K-6.5%
Buttonwood Financial Advisors#2666 · 1,010 sh$944.8K-3.9%
Bangor Savings Bank#2667 · 1,006 sh$941.1K-3.2%
Breakwater Capital Group#2668 · 1,006 sh$941.1K+5.0%
FRED ALGER MANAGEMENT#2669 · 1,006 sh$941.1K-73.4%
VALLEY WEALTH MANAGERS#2670 · 1,006 sh$941.1K+3.2%
PACES FERRY WEALTH ADVISORS#2671 · 1,004 sh$938.8K+0.2%
PETTYJOHN, WOOD & WHITE#2672 · 1,003 sh$938.0K0.0%
RVW Wealth#2673 · 1,002 sh$937.3K-3.2%
RICE HALL JAMES & ASSOCIATES#2674 · 1,000 sh$935.5KNew
QUATTRO FINANCIAL ADVISORS#2675 · 1,000 sh$935.5K0.0%
Synergy Financial Group, LTD#2676 · 1,000 sh$935.5K-2.9%
Parvin Asset Management#2677 · 1,000 sh$935.5K0.0%
Ranch Capital Advisors#2678 · 999 sh$934.9K+11.4%
Range Advisory#2679 · 999 sh$934.6K-10.3%
Rubicon Advisors, GP#2680 · 999 sh$934.2K-0.1%
Summit Financial Wealth Advisors#2681 · 996 sh$931.8K+9.9%
Providence Wealth Advisors#2682 · 988 sh$931.8K-2.1%
Principal Street Partners#2683 · 996 sh$931.8K+1.8%
INSPIRION WEALTH ADVISORS#2684 · 1,005 sh$929.6K+5.3%
Atala Financial#2685 · 993 sh$928.9K0.0%
UNIQUE WEALTH#2686 · 991 sh$927.3K+3.1%
CATALYST PRIVATE WEALTH#2687 · 991 sh$927.1K-5.3%
Pinion Investment Advisors#2688 · 991 sh$926.6K+1.2%
BAM Wealth Management#2689 · 990 sh$926.1K+241.4%
CASCADE INVESTMENT GROUP#2690 · 990 sh$926.1K-3.1%
Permanent Capital Management#2691 · 990 sh$926.0K+9.2%
Benchmark Financial Wealth Advisors#2692 · 989 sh$925.2K-15.0%
TWIN PEAKS WEALTH ADVISORS#2693 · 988 sh$924.4K+29.0%
LIBERTY WEALTH MANAGEMENT#2694 · 927 sh$924.1K0.0%
Clark Asset Management#2695 · 987 sh$923.3K+2.2%
1015 Capital Partners#2696 · 985 sh$921.4K-0.7%
West Family Investments#2697 · 984 sh$920.5K-17.0%
Wall Street Financial Group#2698 · 984 sh$920.5K+12.1%
NORTH DALLAS BANK#2699 · 984 sh$920.5K+1.4%
HEADINVEST#2700 · 983 sh$919.7K+38.6%

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.