COSTCO WHOLESALE CORP /NEW (COST) — Institutional Holders, Q2 2026 (page 32)
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 3,101 to 3,200. 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 3,101–3,200 of 4,276
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 3101 | Stordahl Capital Management#3101 · 639 sh | 639 | $597.8K | — | +46.9% |
| 3102 | Elefante Mark B#3102 · 638 sh | 638 | $596.8K | 0.26% | 0.0% |
| 3103 | KG&L Capital Management#3103 · 638 sh | 638 | $596.8K | — | +27.1% |
| 3104 | Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P#3104 · 637 sh | 637 | $595.9K | 0.07% | 0.0% |
| 3105 | VIRGINIA WEALTH MANAGEMENT GROUP#3105 · 636 sh | 636 | $595.0K | — | 0.0% |
| 3106 | Three Bridge Wealth Advisors#3106 · 636 sh | 636 | $595.0K | 0.15% | 0.0% |
| 3107 | FLOYD FINANCIAL GROUP#3107 · 645 sh | 645 | $594.5K | 0.39% | -2.0% |
| 3108 | Sound Capital Solutions#3108 · 634 sh | 634 | $593.1K | 0.14% | — |
| 3109 | Towerpoint Wealth#3109 · 633 sh | 633 | $592.2K | — | +1.6% |
| 3110 | LAVELLE CAPITAL#3110 · 633 sh | 633 | $592.0K | 0.26% | 0.0% |
| 3111 | Cascade Wealth Advisors#3111 · 624 sh | 624 | $591.6K | 0.24% | 0.0% |
| 3112 | Centurion Wealth Management#3112 · 632 sh | 632 | $591.1K | — | -59.4% |
| 3113 | PHILADELPHIA#3113 · 632 sh | 632 | $591.0K | 0.04% | 0.0% |
| 3114 | HARVEY CAPITAL MANAGEMENT#3114 · 631 sh | 631 | $590.3K | 0.12% | 0.0% |
| 3115 | Ellenbecker Investment Group#3115 · 630 sh | 630 | $590.0K | 0.07% | +2.4% |
| 3116 | Tributary Capital Management#3116 · 630 sh | 630 | $589.3K | 0.05% | 0.0% |
| 3117 | Paladin Wealth#3117 · 630 sh | 630 | $589.3K | — | +7.3% |
| 3118 | Legacy Wealth Managment#3118 · 629 sh | 629 | $588.5K | 0.24% | +13.3% |
| 3119 | TORRAY#3119 · 628 sh | 628 | $587.5K | 0.08% | 0.0% |
| 3120 | Boomfish Wealth Group#3120 · 627 sh | 627 | $586.3K | — | +5.0% |
| 3121 | Unified Investment Management#3121 · 626 sh | 626 | $585.7K | — | +0.5% |
| 3122 | PENINSULA ASSET MANAGEMENT#3122 · 625 sh | 625 | $584.7K | 0.28% | 0.0% |
| 3123 | MOULTON WEALTH MANAGEMENT#3123 · 630 sh | 630 | $583.4K | — | 0.0% |
| 3124 | Heritage Investment Group#3124 · 622 sh | 622 | $581.9K | 0.08% | 0.0% |
| 3125 | Wallace Hart#3125 · 621 sh | 621 | $580.9K | 0.36% | 0.0% |
| 3126 | Sterling Financial Planning#3126 · 620 sh | 620 | $580.4K | 0.16% | -3.3% |
| 3127 | Truepoint#3127 · 619 sh | 619 | $579.1K | 0.01% | -0.8% |
| 3128 | SBE DBA CEDAR COVE WEALTH PARTNERS#3128 · 619 sh | 619 | $579.0K | — | -4.2% |
| 3129 | Sunpointe#3129 · 618 sh | 618 | $578.2K | — | -12.3% |
| 3130 | Ulland Investment Advisors#3130 · 617 sh | 617 | $577.0K | — | 0.0% |
| 3131 | Veracity Capital#3131 · 616 sh | 616 | $575.9K | — | +5.1% |
| 3132 | Echo45 Advisors#3132 · 615 sh | 615 | $575.2K | — | -9.0% |
| 3133 | KFG WEALTH MANAGEMENT#3133 · 614 sh | 614 | $574.7K | — | -9.2% |
| 3134 | August Group Capital Ltd#3134 · 615 sh | 615 | $574.4K | — | +0.2% |
| 3135 | Marshall & Sterling Wealth Advisors#3135 · 613 sh | 613 | $573.8K | 0.34% | +11.1% |
| 3136 | McGlone Suttner Wealth Management#3136 · 612 sh | 612 | $572.2K | — | +2.0% |
| 3137 | South Street Advisors#3137 · 611 sh | 611 | $571.6K | 0.07% | 0.0% |
| 3138 | Integris Wealth Management#3138 · 610 sh | 610 | $570.9K | — | +3.4% |
| 3139 | MADDEN SECURITIES#3139 · 610 sh | 610 | $570.6K | — | 0.0% |
| 3140 | FINANCIAL ADVISORY PARTNERS#3140 · 610 sh | 610 | $570.6K | — | -3.2% |
| 3141 | Turning Point Benefit Group#3141 · 616 sh | 616 | $570.4K | 0.25% | -2.8% |
| 3142 | Core Alternative Capital#3142 · 609 sh | 609 | $569.7K | 0.17% | +16.7% |
| 3143 | LRI Investments#3143 · 608 sh | 608 | $568.8K | 0.05% | -19.9% |
| 3144 | Phillips Wealth Planners#3144 · 600 sh | 600 | $568.5K | 0.42% | -0.3% |
| 3145 | Advisor Resource Council#3145 · 598 sh | 598 | $568.1K | 0.16% | -2.0% |
| 3146 | Archvest Wealth Advisors#3146 · 606 sh | 606 | $567.3K | 0.33% | +8.0% |
| 3147 | BCV Asset Management#3147 · 598 sh | 598 | $567.3K | 0.02% | -16.6% |
| 3148 | Beech Hill Advisors#3148 · 606 sh | 606 | $566.9K | 0.25% | -7.5% |
| 3149 | Phocas Financial#3149 · 606 sh | 606 | $566.9K | 0.08% | 0.0% |
| 3150 | Miramar Capital#3150 · 605 sh | 605 | $566.0K | 0.12% | +12.0% |
| 3151 | Blueshift Asset Management#3151 · 604 sh | 604 | $565.0K | 0.13% | New |
| 3152 | Hamilton Wealth#3152 · 601 sh | 601 | $562.5K | 0.10% | -50.5% |
| 3153 | Selective Wealth Management#3153 · 598 sh | 598 | $562.4K | — | +8.1% |
| 3154 | OSBORNE PARTNERS CAPITAL MANAGEMENT#3154 · 601 sh | 601 | $562.2K | 0.03% | -94.4% |
| 3155 | Pictet North America Advisors SA#3155 · 600 sh | 600 | $561.3K | — | 0.0% |
| 3156 | AR ASSET MANAGEMENT#3156 · 600 sh | 600 | $561.0K | 0.10% | 0.0% |
| 3157 | Brandywine Financial Group#3157 · 600 sh | 600 | $561.0K | 6.69% | 0.0% |
| 3158 | Fonville Wealth Management#3158 · 599 sh | 599 | $560.4K | 0.09% | +0.2% |
| 3159 | J.Safra Asset Management#3159 · 598 sh | 598 | $559.2K | 0.03% | -18.5% |
| 3160 | HORIZON BANCORP#3160 · 597 sh | 597 | $558.0K | 0.26% | -3.4% |
| 3161 | Raleigh Capital Management#3161 · 596 sh | 596 | $557.6K | 0.18% | +4.2% |
| 3162 | Gunderson Capital Management#3162 · 595 sh | 595 | $557.0K | — | +5.9% |
| 3163 | Foundation Wealth Management#3163 · 594 sh | 594 | $555.4K | — | +0.2% |
| 3164 | BCS Private Wealth Management#3164 · 593 sh | 593 | $554.7K | 0.17% | -55.0% |
| 3165 | Stonebridge Financial Group, / MO#3165 · 592 sh | 592 | $554.2K | 0.37% | +2.2% |
| 3166 | Chesapeake Wealth Management#3166 · 592 sh | 592 | $553.8K | 0.16% | -11.6% |
| 3167 | Paradigm, Strategies in Wealth Management#3167 · 592 sh | 592 | $553.4K | — | -3.9% |
| 3168 | TOBIAS FINANCIAL ADVISORS#3168 · 591 sh | 591 | $553.3K | 0.07% | -2.8% |
| 3169 | Accel Wealth Management#3169 · 591 sh | 591 | $553.0K | — | -0.5% |
| 3170 | Fulcrum Equity Management#3170 · 590 sh | 590 | $552.0K | — | -3.3% |
| 3171 | Investment Advisory Group#3171 · 590 sh | 590 | $551.9K | 0.12% | +10.1% |
| 3172 | ADE#3172 · 589 sh | 589 | $551.0K | 0.23% | 0.0% |
| 3173 | ADAMSBROWN WEALTH CONSULTANTS#3173 · 588 sh | 588 | $550.3K | — | +64.7% |
| 3174 | Lakeridge Wealth Management#3174 · 588 sh | 588 | $549.8K | 0.20% | +87.9% |
| 3175 | Exeter Financial#3175 · 587 sh | 587 | $549.4K | — | 0.0% |
| 3176 | FIRST COMMONWEALTH FINANCIAL#3176 · 587 sh | 587 | $548.8K | 0.08% | +24.6% |
| 3177 | Lakeshore Financial Planning#3177 · 586 sh | 586 | $548.7K | — | +3.5% |
| 3178 | CHAPIN DAVIS#3178 · 585 sh | 585 | $547.3K | — | -18.2% |
| 3179 | PENNSYLVANIA CAPITAL MANAGEMENT#3179 · 585 sh | 585 | $547.3K | 0.14% | +3.5% |
| 3180 | Vertex Planning Partners#3180 · 585 sh | 585 | $547.3K | 0.08% | +1.2% |
| 3181 | Francis Financial#3181 · 584 sh | 584 | $546.3K | 0.09% | +6.8% |
| 3182 | Arlington#3182 · 583 sh | 583 | $545.4K | — | -8.6% |
| 3183 | PFG Private Wealth Management#3183 · 582 sh | 582 | $544.5K | — | +23.3% |
| 3184 | PATRIOT INVESTMENT MANAGEMENT GROUP#3184 · 581 sh | 581 | $543.9K | — | -34.8% |
| 3185 | Millennium Capital Advisors#3185 · 579 sh | 579 | $542.2K | — | +1.2% |
| 3186 | Runnymede Capital Advisors#3186 · 579 sh | 579 | $541.6K | 0.32% | 0.0% |
| 3187 | KERR FINANCIAL PLANNING#3187 · 579 sh | 579 | $541.2K | 0.60% | +5.5% |
| 3188 | Navis Wealth Advisors#3188 · 577 sh | 577 | $540.1K | 0.20% | 0.0% |
| 3189 | Community Bank & , Waco, Texas#3189 · 577 sh | 577 | $540.0K | — | 0.0% |
| 3190 | Paradigm Capital Management#3190 · 577 sh | 577 | $540.0K | 0.46% | -2.5% |
| 3191 | Innovative Asset Advisors Group#3191 · 577 sh | 577 | $539.9K | 0.24% | -0.2% |
| 3192 | Widmann Financial Services#3192 · 577 sh | 577 | $539.7K | 0.29% | +61.6% |
| 3193 | LeConte Wealth Management#3193 · 576 sh | 576 | $538.9K | — | -2.7% |
| 3194 | Family Investment Center#3194 · 576 sh | 576 | $538.8K | — | New |
| 3195 | FIRST FINANCIAL BANKSHARES#3195 · 576 sh | 576 | $538.8K | 0.01% | -0.2% |
| 3196 | QUANTUM FINANCIAL PARTNERS#3196 · 575 sh | 575 | $538.6K | — | — |
| 3197 | ABNER HERRMAN & BROCK#3197 · 575 sh | 575 | $538.0K | — | +11.4% |
| 3198 | SUMMIT WEALTH & RETIREMENT PLANNING#3198 · 573 sh | 573 | $536.0K | 0.11% | -5.0% |
| 3199 | WALLED LAKE PLANNING & WEALTH MANAGEMENT#3199 · 572 sh | 572 | $534.7K | 0.13% | +24.6% |
| 3200 | Virtue Capital Management#3200 · 571 sh | 571 | $534.2K | 0.07% | -27.0% |
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.