COSTCO WHOLESALE CORP /NEW (COST) — Institutional Holders, Q2 2026 (page 29)
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 2,801 to 2,900. 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 2,801–2,900 of 4,276
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 2801 | GWN SECURITIES#2801 · 878 sh | 878 | $821.3K | 0.14% | -3.7% |
| 2802 | Altiora Financial Group#2802 · 877 sh | 877 | $820.4K | 0.13% | -0.2% |
| 2803 | Garden State Investment Advisory Services#2803 · 876 sh | 876 | $820.2K | 0.15% | +3.8% |
| 2804 | LongView Wealth Management#2804 · 876 sh | 876 | $819.7K | — | +1.3% |
| 2805 | Monument Capital Management#2805 · 876 sh | 876 | $819.5K | — | -9.1% |
| 2806 | Kaizen Financial Strategies#2806 · 885 sh | 885 | $818.6K | — | +6.2% |
| 2807 | Kera Capital Partners#2807 · 874 sh | 874 | $817.7K | 0.08% | -7.7% |
| 2808 | EJMK Ventures#2808 · 874 sh | 874 | $817.7K | — | -21.3% |
| 2809 | Centerpoint Advisory Group#2809 · 872 sh | 872 | $815.7K | — | +6.9% |
| 2810 | AFFINITY WEALTH MANAGEMENT#2810 · 872 sh | 872 | $815.5K | 0.10% | -9.1% |
| 2811 | New Capital Management#2811 · 869 sh | 869 | $813.2K | 0.19% | +0.8% |
| 2812 | 49 WEALTH MANAGEMENT#2812 · 869 sh | 869 | $812.8K | 0.15% | +244.8% |
| 2813 | ALONGSIDE#2813 · 869 sh | 869 | $812.8K | 0.15% | — |
| 2814 | Hara Capital#2814 · 868 sh | 868 | $812.0K | 0.43% | 0.0% |
| 2815 | Tactive Advisors#2815 · 865 sh | 865 | $809.3K | — | -1.3% |
| 2816 | RF&L WEALTH MANAGEMENT#2816 · 865 sh | 865 | $809.2K | — | 0.0% |
| 2817 | Avanza Fonder AB#2817 · 865 sh | 865 | $809.2K | — | 0.0% |
| 2818 | Dogwood Wealth Management#2818 · 865 sh | 865 | $809.2K | 0.32% | -25.2% |
| 2819 | Atlas Private Wealth Advisors#2819 · 864 sh | 864 | $807.8K | — | -2.5% |
| 2820 | Alchemi Wealth#2820 · 862 sh | 862 | $807.3K | 0.38% | -0.1% |
| 2821 | Southland Equity Partners#2821 · 863 sh | 863 | $806.9K | — | +12.2% |
| 2822 | GenTrust#2822 · 862 sh | 862 | $806.4K | 0.03% | -6.1% |
| 2823 | Weil Company#2823 · 862 sh | 862 | $806.2K | — | 0.0% |
| 2824 | SilverOak Wealth Management#2824 · 858 sh | 858 | $802.6K | 0.10% | +12.5% |
| 2825 | Centennial Wealth Advisory#2825 · 858 sh | 858 | $802.5K | — | +5.8% |
| 2826 | Leonteq Securities AG#2826 · 857 sh | 857 | $801.7K | 0.03% | +108.5% |
| 2827 | Bigelow Investment Advisors#2827 · 857 sh | 857 | $801.7K | — | +4.0% |
| 2828 | NFP Retirement#2828 · 856 sh | 856 | $800.4K | 0.04% | +0.5% |
| 2829 | Councilmark Asset Management#2829 · 855 sh | 855 | $799.8K | — | 0.0% |
| 2830 | Symphony Financial Services#2830 · 853 sh | 853 | $798.4K | 0.36% | 0.0% |
| 2831 | MONARCH CAPITAL MANAGEMENT#2831 · 853 sh | 853 | $798.0K | — | 0.0% |
| 2832 | BEACON FINANCIAL GROUP#2832 · 849 sh | 849 | $794.3K | — | +0.7% |
| 2833 | Riverwater Partners#2833 · 847 sh | 847 | $792.3K | 0.24% | +6.1% |
| 2834 | PEOPLES BANK#2834 · 847 sh | 847 | $792.3K | — | -6.0% |
| 2835 | Pekin Hardy Strauss#2835 · 845 sh | 845 | $790.5K | 0.07% | +3.0% |
| 2836 | Per Stirling Capital Management#2836 · 844 sh | 844 | $789.7K | 0.07% | +5.1% |
| 2837 | Blue Zone Wealth Advisors#2837 · 844 sh | 844 | $789.5K | — | -7.7% |
| 2838 | Bannerstone Capital Management#2838 · 843 sh | 843 | $788.7K | 0.66% | 0.0% |
| 2839 | EAGLE HARBOR ASSET MANAGEMENT#2839 · 843 sh | 843 | $788.6K | — | -0.5% |
| 2840 | Vertrix Wealth Management#2840 · 841 sh | 841 | $786.7K | — | -1.2% |
| 2841 | Gilman Hill Asset Management#2841 · 841 sh | 841 | $786.4K | — | +12.0% |
| 2842 | STEEL GROVE CAPITAL ADVISORS#2842 · 838 sh | 838 | $784.2K | — | 0.0% |
| 2843 | Bill Few Associates#2843 · 838 sh | 838 | $783.9K | — | +0.6% |
| 2844 | BNB Wealth Management#2844 · 838 sh | 838 | $783.8K | 0.43% | +0.1% |
| 2845 | MFA Wealth Services#2845 · 838 sh | 838 | $783.6K | — | -13.0% |
| 2846 | Allied Private Wealth#2846 · 821 sh | 821 | $783.3K | 0.50% | — |
| 2847 | Integrity Financial#2847 · 837 sh | 837 | $783.1K | 0.37% | -14.3% |
| 2848 | Advisory Advocates#2848 · 834 sh | 834 | $780.6K | 0.67% | -12.7% |
| 2849 | Financial Security Advisor#2849 · 834 sh | 834 | $780.5K | 0.13% | +1.0% |
| 2850 | Strategic Family Wealth Counselors, L.L.C.#2850 · 833 sh | 833 | $779.3K | 0.18% | 0.0% |
| 2851 | M. Kraus#2851 · 833 sh | 833 | $779.2K | — | +1.2% |
| 2852 | Aquire Wealth Advisors#2852 · 833 sh | 833 | $779.2K | — | +0.8% |
| 2853 | LightSquare Wealth Management#2853 · 832 sh | 832 | $778.7K | 0.54% | +5.6% |
| 2854 | Saxony Capital Management#2854 · 832 sh | 832 | $778.5K | — | +9.8% |
| 2855 | CAPSTONE WEALTH MANAGEMENT GROUP#2855 · 831 sh | 831 | $777.8K | 0.27% | +7.5% |
| 2856 | HORAN Wealth#2856 · 830 sh | 830 | $776.7K | 0.06% | +3.4% |
| 2857 | ZRC WEALTH MANAGEMENT#2857 · 829 sh | 829 | $775.9K | — | +3.0% |
| 2858 | Riverstone Advisors#2858 · 829 sh | 829 | $775.0K | 0.32% | +11.9% |
| 2859 | LEIGH BALDWIN#2859 · 828 sh | 828 | $774.5K | 0.42% | -1.7% |
| 2860 | Lighthouse Investment Partners#2860 · 827 sh | 827 | $773.6K | 0.02% | -90.5% |
| 2861 | Exchange Bank#2861 · 826 sh | 826 | $772.7K | — | -0.5% |
| 2862 | Princeton Global Asset Management#2862 · 825 sh | 825 | $771.8K | — | +1.1% |
| 2863 | ARBOR CAPITAL MANAGEMENT#2863 · 803 sh | 803 | $771.0K | — | -8.9% |
| 2864 | McMillan Office#2864 · 824 sh | 824 | $770.8K | 0.09% | +0.5% |
| 2865 | Weinberger Asset Management#2865 · 808 sh | 808 | $769.5K | 0.25% | +0.4% |
| 2866 | INCEPTIONR#2866 · 822 sh | 822 | $769.0K | 0.19% | New |
| 2867 | NOVEM GROUP#2867 · 820 sh | 820 | $767.3K | — | +23.1% |
| 2868 | Capstone Capital Management Ltd#2868 · 819 sh | 819 | $766.1K | — | New |
| 2869 | FSB PREMIER WEALTH MANAGEMENT#2869 · 818 sh | 818 | $765.2K | 0.22% | +50.1% |
| 2870 | Womack Financial#2870 · 817 sh | 817 | $764.3K | — | -0.4% |
| 2871 | Evanson Financial#2871 · 815 sh | 815 | $762.7K | — | — |
| 2872 | James J. Burns & Company#2872 · 815 sh | 815 | $762.5K | — | 0.0% |
| 2873 | Verity & Verity#2873 · 815 sh | 815 | $762.4K | — | -10.9% |
| 2874 | Avantra Family Wealth#2874 · 815 sh | 815 | $762.4K | — | 0.0% |
| 2875 | Rooted Wealth Advisors#2875 · 814 sh | 814 | $761.6K | 0.19% | +12.6% |
| 2876 | CAPITAL FINANCIAL GROUP \\#2876 · 811 sh | 811 | $758.7K | 0.40% | -6.7% |
| 2877 | Stonebridge Financial Group#2877 · 811 sh | 811 | $758.7K | — | +21.2% |
| 2878 | Empirical Asset Management#2878 · 810 sh | 810 | $758.1K | 0.17% | +2.4% |
| 2879 | Cadent Capital Advisors#2879 · 809 sh | 809 | $756.3K | — | -1.8% |
| 2880 | ADVISORTRUST PARTNERS#2880 · 808 sh | 808 | $756.3K | 0.26% | +86.6% |
| 2881 | Brick & Kyle, Associates#2881 · 759 sh | 759 | $756.1K | 0.25% | 0.0% |
| 2882 | Black Diamond Financial#2882 · 806 sh | 806 | $754.1K | — | -1.7% |
| 2883 | WNY Asset Management#2883 · 806 sh | 806 | $753.9K | 0.07% | -0.5% |
| 2884 | Miller Financial Services#2884 · 806 sh | 806 | $753.8K | — | -4.2% |
| 2885 | Riverview#2885 · 803 sh | 803 | $751.2K | 0.89% | 0.0% |
| 2886 | Murphy & Mullick Capital Management#2886 · 802 sh | 802 | $750.9K | 0.47% | +3.2% |
| 2887 | Drucker Wealth 3.0#2887 · 802 sh | 802 | $749.9K | 0.12% | -5.0% |
| 2888 | GR FINANCIAL GROUP#2888 · 801 sh | 801 | $749.6K | 0.10% | -1.5% |
| 2889 | LifeWealth Investments#2889 · 801 sh | 801 | $749.3K | — | +1.6% |
| 2890 | Marathon Trading Investment Management#2890 · 800 sh | 800 | $748.4K | 0.02% | New |
| 2891 | Capstone Wealth Management#2891 · 799 sh | 799 | $747.5K | 0.35% | +158.6% |
| 2892 | Winthrop Partners - WNY#2892 · 799 sh | 799 | $747.4K | 0.37% | 0.0% |
| 2893 | KWMG#2893 · 797 sh | 797 | $745.9K | — | +1.0% |
| 2894 | Alaska Wealth Advisors#2894 · 796 sh | 796 | $744.7K | 0.08% | +15.4% |
| 2895 | Pacific Excel Wealth Advisors#2895 · 796 sh | 796 | $744.6K | 0.29% | +144.2% |
| 2896 | Heritage Family Offices, LLP#2896 · 796 sh | 796 | $744.6K | 0.29% | +21.0% |
| 2897 | Panoramic Capital Partners#2897 · 795 sh | 795 | $743.7K | 0.35% | -55.8% |
| 2898 | ATLAS CAPITAL ADVISORS#2898 · 795 sh | 795 | $743.7K | 0.08% | -85.7% |
| 2899 | Thrive Wealth Management#2899 · 795 sh | 795 | $743.5K | — | -1.2% |
| 2900 | M3 Advisory Group#2900 · 795 sh | 795 | $743.4K | 0.39% | -8.8% |
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.