COSTCO WHOLESALE CORP /NEW (COST) — Institutional Holders, Q2 2026 (page 33)
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 3,201 to 3,300. 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 3,201–3,300 of 4,276
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 3201 | Allen Mooney & Barnes Investment Advisors#3201 · 571 sh | 571 | $534.0K | — | 0.0% |
| 3202 | PRUDENT INVESTORS NETWORK#3202 · 570 sh | 570 | $533.2K | 0.10% | -7.8% |
| 3203 | Smith, Salley & Associates#3203 · 569 sh | 569 | $532.1K | 0.02% | +15.7% |
| 3204 | Concorde Asset Management#3204 · 565 sh | 565 | $528.9K | 0.31% | +1.3% |
| 3205 | Austin Wealth Management#3205 · 562 sh | 562 | $528.7K | 0.11% | -17.2% |
| 3206 | Deseret Mutual Benefit Administrators#3206 · 565 sh | 565 | $528.5K | 0.17% | -2.6% |
| 3207 | Core Wealth Advisors#3207 · 564 sh | 564 | $528.1K | 0.11% | +10.6% |
| 3208 | Kachkovsky & Fisher#3208 · 564 sh | 564 | $527.4K | — | — |
| 3209 | Copia Wealth Management#3209 · 563 sh | 563 | $526.7K | 0.32% | -6.9% |
| 3210 | CONSILIO WEALTH ADVISORS#3210 · 561 sh | 561 | $525.2K | 0.13% | -5.1% |
| 3211 | Legend Capital Advisors#3211 · 561 sh | 561 | $524.8K | 0.29% | 0.0% |
| 3212 | Acorn Wealth Advisors#3212 · 559 sh | 559 | $523.2K | — | -0.9% |
| 3213 | Wellington Grp#3213 · 525 sh | 525 | $523.2K | 0.16% | 0.0% |
| 3214 | von Borstel & Associates#3214 · 560 sh | 560 | $523.0K | 0.11% | -8.3% |
| 3215 | Creative Capital Management Investments#3215 · 559 sh | 559 | $522.9K | 0.12% | -2.3% |
| 3216 | HANOVER ADVISORS#3216 · 558 sh | 558 | $522.0K | 0.19% | +0.5% |
| 3217 | Palogic Value Management, L.P.#3217 · 558 sh | 558 | $522.0K | 0.17% | 0.0% |
| 3218 | Investment Management#3218 · 558 sh | 558 | $521.7K | 0.47% | +0.2% |
| 3219 | Torrey-Payne Wealth Management#3219 · 557 sh | 557 | $521.1K | 0.43% | +1.1% |
| 3220 | Triumph Capital Management#3220 · 557 sh | 557 | $520.9K | — | +0.9% |
| 3221 | Rodgers & Associates, LTD#3221 · 556 sh | 556 | $520.2K | — | 0.0% |
| 3222 | Legacy Financial Strategies#3222 · 554 sh | 554 | $518.6K | — | +13.3% |
| 3223 | TFB Advisors#3223 · 554 sh | 554 | $518.3K | 0.23% | +2.0% |
| 3224 | Sulzberger Capital Advisors#3224 · 554 sh | 554 | $518.3K | — | -2.5% |
| 3225 | Blankinship & Foster#3225 · 551 sh | 551 | $515.5K | — | -15.4% |
| 3226 | BAYBAN#3226 · 551 sh | 551 | $515.4K | 0.40% | -3.5% |
| 3227 | MATRIX ASSET ADVISORS#3227 · 551 sh | 551 | $515.1K | — | -1.4% |
| 3228 | CULBERTSON A N#3228 · 550 sh | 550 | $514.5K | — | -6.0% |
| 3229 | Thomasville National Bank#3229 · 549 sh | 549 | $513.6K | 0.03% | — |
| 3230 | KFA Private Wealth Group#3230 · 547 sh | 547 | $512.1K | — | -28.2% |
| 3231 | Elevated Capital Advisors#3231 · 547 sh | 547 | $511.6K | 0.14% | -36.5% |
| 3232 | Spartan Planning & Wealth Management#3232 · 546 sh | 546 | $510.8K | — | -41.9% |
| 3233 | BLUE BELL PRIVATE WEALTH MANAGEMENT#3233 · 546 sh | 546 | $510.8K | 0.06% | +0.9% |
| 3234 | CWS Financial Advisors#3234 · 546 sh | 546 | $510.4K | — | 0.0% |
| 3235 | Medallion Wealth Advisors#3235 · 542 sh | 542 | $507.0K | 0.16% | -26.0% |
| 3236 | First Fiduciary Investment Counsel#3236 · 542 sh | 542 | $507.0K | 0.10% | -7.7% |
| 3237 | Financial Alternatives#3237 · 541 sh | 541 | $506.1K | 0.25% | +8.0% |
| 3238 | RAHLFS CAPITAL#3238 · 540 sh | 540 | $505.2K | — | 0.0% |
| 3239 | ADKINS SEALE CAPITAL MANAGEMENT#3239 · 540 sh | 540 | $505.2K | 0.45% | -1.3% |
| 3240 | Oakmont Advisory Group#3240 · 540 sh | 540 | $504.8K | 0.42% | -32.8% |
| 3241 | NewSquare Capital#3241 · 539 sh | 539 | $504.2K | 0.04% | +11.4% |
| 3242 | Bell Investment Advisors#3242 · 539 sh | 539 | $504.2K | 0.07% | +15.4% |
| 3243 | FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT#3243 · 539 sh | 539 | $504.2K | — | -2.2% |
| 3244 | Tannin Capital#3244 · 538 sh | 538 | $503.3K | 0.33% | -10.5% |
| 3245 | Opal Wealth Advisors#3245 · 537 sh | 537 | $502.4K | — | +1.1% |
| 3246 | Dale Q Rice Investment Management Ltd#3246 · 537 sh | 537 | $502.3K | — | 0.0% |
| 3247 | MAGNOLIA CAPITAL ADVISORS#3247 · 535 sh | 535 | $500.5K | 0.09% | -30.1% |
| 3248 | Smart Money Group#3248 · 535 sh | 535 | $500.5K | 0.13% | 0.0% |
| 3249 | Innova Wealth Partners#3249 · 534 sh | 534 | $499.7K | — | 0.0% |
| 3250 | FIRST COMMUNITY NA#3250 · 534 sh | 534 | $499.5K | — | 0.0% |
| 3251 | MANE GLOBAL CAPITAL MANAGEMENT#3251 · 534 sh | 534 | $499.5K | 0.04% | +32.8% |
| 3252 | Kingstone Capital Partners Texas#3252 · 534 sh | 534 | $499.4K | 0.27% | +0.2% |
| 3253 | Insight Inv#3253 · 533 sh | 533 | $498.6K | — | 0.0% |
| 3254 | Unconventional Investor#3254 · 532 sh | 532 | $497.7K | 0.21% | 0.0% |
| 3255 | Omnia Family Wealth#3255 · 531 sh | 531 | $496.7K | 0.13% | +4.7% |
| 3256 | High Note Wealth#3256 · 531 sh | 531 | $496.7K | 0.08% | +0.2% |
| 3257 | Ankerstar Wealth#3257 · 530 sh | 530 | $495.9K | 0.42% | +4.5% |
| 3258 | PCG Wealth Advisors#3258 · 530 sh | 530 | $495.9K | 0.11% | -1.7% |
| 3259 | Strive Financial Group#3259 · 530 sh | 530 | $495.8K | 0.21% | -73.4% |
| 3260 | Meridian Financial Partners#3260 · 539 sh | 539 | $494.2K | — | 0.0% |
| 3261 | Johnson Financial Group#3261 · 528 sh | 528 | $493.9K | 0.03% | +93.4% |
| 3262 | SPG ADVISORS#3262 · 527 sh | 527 | $493.1K | 8.88% | -1.9% |
| 3263 | LifePlan Investment Advisors#3263 · 527 sh | 527 | $492.9K | 0.17% | +28.5% |
| 3264 | Investment Planning Advisors#3264 · 523 sh | 523 | $489.7K | — | +34.8% |
| 3265 | Narus Financial Partners#3265 · 523 sh | 523 | $489.6K | — | -4.6% |
| 3266 | Detalus Advisors#3266 · 523 sh | 523 | $489.2K | — | +5.4% |
| 3267 | Wealth Advisors Northwest#3267 · 523 sh | 523 | $488.9K | 0.17% | +0.8% |
| 3268 | Aletheian Wealth Advisors#3268 · 521 sh | 521 | $487.4K | — | +7.9% |
| 3269 | Legacy Wealth Advisors#3269 · 521 sh | 521 | $487.4K | 0.21% | +29.3% |
| 3270 | WINSLOW ASSET MANAGEMENT#3270 · 521 sh | 521 | $487.0K | 0.08% | -4.6% |
| 3271 | National Wealth Management Group#3271 · 520 sh | 520 | $486.7K | — | +1.6% |
| 3272 | FAIRFIELD, BUSH#3272 · 520 sh | 520 | $486.6K | 0.24% | +11.1% |
| 3273 | Park Place Capital#3273 · 520 sh | 520 | $486.4K | 0.08% | -21.0% |
| 3274 | SIT INVESTMENT ASSOCIATES#3274 · 519 sh | 519 | $486.0K | <0.01% | 0.0% |
| 3275 | Waterfront Wealth#3275 · 529 sh | 529 | $484.7K | 0.08% | +44.1% |
| 3276 | Clay Northam Wealth Management#3276 · 517 sh | 517 | $483.7K | — | +2.0% |
| 3277 | SSI INVESTMENT MANAGEMENT#3277 · 517 sh | 517 | $483.6K | 0.03% | 0.0% |
| 3278 | MOTIVE WEALTH ADVISORS#3278 · 515 sh | 515 | $481.8K | — | +1.8% |
| 3279 | ATLas Financial Planning#3279 · 514 sh | 514 | $480.9K | 0.39% | -10.1% |
| 3280 | CAP Partners#3280 · 514 sh | 514 | $480.8K | — | +3.0% |
| 3281 | Heritage Wealth Management#3281 · 514 sh | 514 | $480.8K | 0.18% | +91.1% |
| 3282 | Geneva Partners#3282 · 513 sh | 513 | $480.0K | — | -1.0% |
| 3283 | Index Technologies Group#3283 · 512 sh | 512 | $479.0K | 0.38% | +2.0% |
| 3284 | Alaethes Wealth#3284 · 511 sh | 511 | $478.0K | 0.14% | -8.9% |
| 3285 | Walker Asset Management#3285 · 510 sh | 510 | $477.5K | — | -5.2% |
| 3286 | WILKINS INVESTMENT COUNSEL#3286 · 510 sh | 510 | $477.1K | 0.06% | -16.4% |
| 3287 | Mullaney, Keating & Wright#3287 · 510 sh | 510 | $477.1K | — | -3.8% |
| 3288 | ARVEST INVESTMENTS#3288 · 509 sh | 509 | $476.2K | — | -0.6% |
| 3289 | DEFINE FINANCIAL#3289 · 507 sh | 507 | $474.7K | — | +23.4% |
| 3290 | VALLEY NATIONAL ADVISERS#3290 · 507 sh | 507 | $474.7K | — | -4.3% |
| 3291 | Greenline Wealth Management#3291 · 507 sh | 507 | $474.3K | 0.39% | +4.8% |
| 3292 | Cambridge Financial Group#3292 · 507 sh | 507 | $473.9K | — | -5.9% |
| 3293 | Oakmont Investment Advisors#3293 · 505 sh | 505 | $472.8K | — | -34.0% |
| 3294 | Financial Advisors Network#3294 · 505 sh | 505 | $472.6K | 0.06% | -10.1% |
| 3295 | Tumwater Wealth Management#3295 · 505 sh | 505 | $472.4K | 0.17% | 0.0% |
| 3296 | Capital Wealth Alliance#3296 · 505 sh | 505 | $472.4K | — | -1.4% |
| 3297 | CAMPBELL NEWMAN ASSET MANAGEMENT#3297 · 505 sh | 505 | $472.4K | — | 0.0% |
| 3298 | DAGCO#3298 · 505 sh | 505 | $472.3K | — | -5.6% |
| 3299 | WFA of San Diego#3299 · 491 sh | 491 | $472.0K | 0.39% | -1.8% |
| 3300 | LifeGoal Investments#3300 · 504 sh | 504 | $471.5K | — | +18.0% |
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.