COSTCO WHOLESALE CORP /NEW (COST) — Institutional Holders, Q2 2026 (page 28)
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 2,701 to 2,800. 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 2,701–2,800 of 4,276
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 2701 | Pettinga Financial Advisors#2701 · 982 sh | 982 | $918.3K | — | -0.9% |
| 2702 | NIXON PEABODY#2702 · 981 sh | 981 | $917.7K | — | -3.4% |
| 2703 | Next Level Wealth Planning#2703 · 981 sh | 981 | $917.6K | 0.40% | -0.6% |
| 2704 | Goldenstone Wealth Management#2704 · 980 sh | 980 | $916.8K | 0.60% | +1.7% |
| 2705 | Nolet Wealth Management#2705 · 979 sh | 979 | $916.1K | — | -0.5% |
| 2706 | Arrowroot Family Office#2706 · 978 sh | 978 | $915.3K | 0.26% | +4.4% |
| 2707 | BETO FINANCIAL GROUP#2707 · 977 sh | 977 | $914.3K | 0.48% | -3.6% |
| 2708 | Town & Country Bank & dba First Bankers#2708 · 977 sh | 977 | $914.0K | 0.28% | -5.5% |
| 2709 | Brown Miller Wealth Management#2709 · 977 sh | 977 | $913.7K | 0.23% | +2.4% |
| 2710 | DIVERSIFIED MANAGEMENT#2710 · 975 sh | 975 | $912.3K | — | -21.9% |
| 2711 | Pitcairn Wealth Advisors#2711 · 974 sh | 974 | $911.1K | 0.10% | -4.5% |
| 2712 | Cetera Company, N.A#2712 · 974 sh | 974 | $911.1K | 0.46% | 0.0% |
| 2713 | SMITH SHELLNUT WILSON#2713 · 974 sh | 974 | $911.1K | — | -5.0% |
| 2714 | RED LIGHTHOUSE INVESTMENT MANAGEMENT#2714 · 973 sh | 973 | $910.2K | 0.27% | +0.6% |
| 2715 | Pacifica Partners#2715 · 956 sh | 956 | $909.3K | — | -0.2% |
| 2716 | Mendel Capital Management#2716 · 971 sh | 971 | $908.0K | 0.41% | +0.5% |
| 2717 | Archer Investment#2717 · 970 sh | 970 | $907.4K | 0.18% | +3.1% |
| 2718 | Key FInancial#2718 · 969 sh | 969 | $906.5K | 0.15% | +16.2% |
| 2719 | Silver Oak Advisory Group#2719 · 968 sh | 968 | $905.0K | 0.36% | -4.9% |
| 2720 | Waycross Investment Management#2720 · 967 sh | 967 | $905.0K | — | 0.0% |
| 2721 | FLYNN ZITO CAPITAL MANAGEMENT#2721 · 967 sh | 967 | $905.0K | 0.25% | -5.4% |
| 2722 | Slocum, Gordon & LLP#2722 · 967 sh | 967 | $904.6K | — | -6.7% |
| 2723 | KPP Advisory Services#2723 · 965 sh | 965 | $902.9K | — | -2.0% |
| 2724 | Trinity Financial Advisors#2724 · 965 sh | 965 | $902.8K | — | 0.0% |
| 2725 | Berkshire Bank#2725 · 963 sh | 963 | $900.9K | 0.17% | +6.3% |
| 2726 | Mraz, Amerine & Associates#2726 · 962 sh | 962 | $899.9K | 0.13% | 0.0% |
| 2727 | of the South#2727 · 961 sh | 961 | $899.0K | — | 0.0% |
| 2728 | MERIDIAN INVESTMENT COUNSEL#2728 · 960 sh | 960 | $898.1K | — | 0.0% |
| 2729 | Gradient Capital Advisors#2729 · 959 sh | 959 | $897.6K | — | +1.9% |
| 2730 | Citizens Business Bank#2730 · 957 sh | 957 | $895.2K | 0.13% | -10.6% |
| 2731 | LJI Wealth Management#2731 · 956 sh | 956 | $894.3K | 0.13% | -0.5% |
| 2732 | Verum Partners#2732 · 955 sh | 955 | $893.7K | — | +15.8% |
| 2733 | Advocate Investing Services#2733 · 955 sh | 955 | $893.4K | — | 0.0% |
| 2734 | Cardinal Strategic Wealth Guidance#2734 · 954 sh | 954 | $892.4K | 0.20% | 0.0% |
| 2735 | CHICKASAW CAPITAL MANAGEMENT#2735 · 952 sh | 952 | $891.0K | — | +11.7% |
| 2736 | GTS SECURITIES#2736 · 952 sh | 952 | $890.6K | 0.02% | -69.1% |
| 2737 | JUNCTURE WEALTH STRATEGIES#2737 · 952 sh | 952 | $890.4K | — | New |
| 2738 | Bear Mountain Capital#2738 · 960 sh | 960 | $885.1K | 0.26% | +0.1% |
| 2739 | Beta Wealth Group#2739 · 946 sh | 946 | $884.5K | 0.33% | +0.1% |
| 2740 | Morey & Quinn Wealth Partners#2740 · 945 sh | 945 | $884.0K | 0.57% | -1.3% |
| 2741 | One Charles Private Wealth Services#2741 · 944 sh | 944 | $883.4K | 0.20% | +1.0% |
| 2742 | Veery Capital#2742 · 944 sh | 944 | $883.1K | — | -1.3% |
| 2743 | EVERPAR ADVISORS#2743 · 944 sh | 944 | $883.1K | 0.25% | -5.3% |
| 2744 | Pacific Capital Wealth Advisors#2744 · 943 sh | 943 | $882.1K | — | -4.0% |
| 2745 | PICTON MAHONEY ASSET MANAGEMENT#2745 · 940 sh | 940 | $879.3K | <0.01% | -91.5% |
| 2746 | Quantessence Capital#2746 · 940 sh | 940 | $879.3K | 2.59% | New |
| 2747 | FAIRVIEW CAPITAL INVESTMENT MANAGEMENT#2747 · 938 sh | 938 | $877.7K | 0.05% | -0.5% |
| 2748 | VisionPoint Advisory Group#2748 · 938 sh | 938 | $877.7K | — | -4.8% |
| 2749 | Long Road Investment Counsel#2749 · 938 sh | 938 | $877.5K | 0.32% | 0.0% |
| 2750 | BLALOCK WILLIAMS#2750 · 938 sh | 938 | $877.5K | 0.57% | -7.2% |
| 2751 | Northwest Wealth Advisors#2751 · 937 sh | 937 | $876.7K | 0.50% | +4.8% |
| 2752 | M.E. ALLISON#2752 · 936 sh | 936 | $875.3K | — | +10.6% |
| 2753 | Conestoga Capital Advisors#2753 · 935 sh | 935 | $874.7K | 0.02% | 0.0% |
| 2754 | Total Clarity Wealth Management#2754 · 934 sh | 934 | $874.1K | — | +41.1% |
| 2755 | GFS Advisors#2755 · 490 sh | 490 | $874.1K | 0.05% | New |
| 2756 | MOR Wealth Management#2756 · 934 sh | 934 | $873.9K | 0.35% | -12.2% |
| 2757 | Burnham#2757 · 934 sh | 934 | $873.7K | 0.70% | — |
| 2758 | Helium Advisors#2758 · 934 sh | 934 | $873.6K | — | +0.9% |
| 2759 | McLean Asset Management#2759 · 916 sh | 916 | $871.5K | 0.12% | -2.3% |
| 2760 | CALTON & ASSOCIATES#2760 · 928 sh | 928 | $868.4K | 0.13% | -10.9% |
| 2761 | Rossby Financial, LCC#2761 · 928 sh | 928 | $868.1K | 0.16% | +63.1% |
| 2762 | Legacy Capital Wealth Partners#2762 · 925 sh | 925 | $865.5K | — | +4.8% |
| 2763 | Orange Investment Advisors#2763 · 924 sh | 924 | $864.4K | — | -9.6% |
| 2764 | FIRST FINANCIAL#2764 · 924 sh | 924 | $864.4K | — | -1.1% |
| 2765 | Syverson Strege#2765 · 923 sh | 923 | $863.4K | 0.19% | 0.0% |
| 2766 | Box Hill Private Wealth#2766 · 923 sh | 923 | $863.0K | — | -2.3% |
| 2767 | Farmers National Bank#2767 · 922 sh | 922 | $862.5K | 0.18% | -3.9% |
| 2768 | Curated Wealth Partners#2768 · 922 sh | 922 | $862.5K | — | +48.9% |
| 2769 | Provident Investment Management#2769 · 920 sh | 920 | $860.6K | — | 0.0% |
| 2770 | Pacific Center for Financial Services#2770 · 916 sh | 916 | $856.5K | — | +0.1% |
| 2771 | Victrix Investment Advisors#2771 · 915 sh | 915 | $855.9K | — | -1.1% |
| 2772 | MorganRosel Wealth Management#2772 · 914 sh | 914 | $855.1K | 0.29% | +16.3% |
| 2773 | Poehling Capital Management#2773 · 914 sh | 914 | $855.0K | — | +7.5% |
| 2774 | Solidarity Wealth#2774 · 914 sh | 914 | $855.0K | — | +7.0% |
| 2775 | Anson Funds Management#2775 · 913 sh | 913 | $854.1K | 0.05% | 0.0% |
| 2776 | Lifeworks Advisors#2776 · 913 sh | 913 | $854.1K | 0.09% | -1.9% |
| 2777 | Requisite Capital Management#2777 · 910 sh | 910 | $851.7K | 0.14% | -21.3% |
| 2778 | Courage Miller Partners#2778 · 910 sh | 910 | $851.5K | — | 0.0% |
| 2779 | Hidden Cove Wealth Management#2779 · 910 sh | 910 | $850.9K | — | +6.8% |
| 2780 | Souders Financial Advisors#2780 · 909 sh | 909 | $850.8K | 0.09% | +0.8% |
| 2781 | Annis Gardner Whiting Capital Advisors#2781 · 909 sh | 909 | $850.5K | 0.13% | +4.5% |
| 2782 | Tanager Wealth Management LLP#2782 · 909 sh | 909 | $850.3K | — | -7.0% |
| 2783 | Bridgewealth Advisory Group#2783 · 906 sh | 906 | $847.6K | 0.16% | -1.6% |
| 2784 | Mascoma Wealth Management#2784 · 906 sh | 906 | $847.5K | — | -0.7% |
| 2785 | TPG Advisors#2785 · 902 sh | 902 | $843.8K | — | 0.0% |
| 2786 | Live Oak Private Wealth#2786 · 901 sh | 901 | $842.9K | 0.11% | -1.6% |
| 2787 | Canal Capital Management#2787 · 899 sh | 899 | $841.1K | 0.10% | +2.2% |
| 2788 | SLT#2788 · 898 sh | 898 | $839.7K | — | -2.2% |
| 2789 | OPTIMA CAPITAL#2789 · 892 sh | 892 | $834.9K | 0.33% | -0.1% |
| 2790 | Hansen & Associates Financial Group#2790 · 878 sh | 878 | $834.0K | 0.48% | -12.7% |
| 2791 | WEALTH EFFECTS#2791 · 891 sh | 891 | $833.5K | — | +1.9% |
| 2792 | Invera Wealth Advisors#2792 · 890 sh | 890 | $832.6K | 0.45% | -25.2% |
| 2793 | Tuttle Capital Management#2793 · 889 sh | 889 | $831.6K | — | -15.4% |
| 2794 | Sierra Legacy Group#2794 · 885 sh | 885 | $827.9K | 0.64% | 0.0% |
| 2795 | Clarendon Private#2795 · 885 sh | 885 | $827.5K | 0.53% | -0.1% |
| 2796 | Capital Square#2796 · 902 sh | 902 | $826.5K | — | -6.8% |
| 2797 | Plum Street Advisors#2797 · 882 sh | 882 | $825.1K | 0.26% | 0.0% |
| 2798 | Symmetry Partners#2798 · 882 sh | 882 | $824.9K | 0.04% | +4.5% |
| 2799 | HOURGLASS CAPITAL#2799 · 880 sh | 880 | $823.2K | — | 0.0% |
| 2800 | Jupiter Wealth Management#2800 · 879 sh | 879 | $822.3K | 0.33% | -10.7% |
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.