COSTCO WHOLESALE CORP /NEW (COST) — Institutional Holders, Q2 2026 (page 34)
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 3,301 to 3,400. 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 3,301–3,400 of 4,276
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 3301 | Westend Capital Management#3301 · 503 sh | 503 | $470.5K | 0.11% | -12.1% |
| 3302 | FOX RUN MANAGEMENT, L.L.C.#3302 · 503 sh | 503 | $470.5K | 0.08% | New |
| 3303 | Windsor Capital Management#3303 · 503 sh | 503 | $470.5K | — | 0.0% |
| 3304 | PRECEDENT WEALTH PARTNERS#3304 · 503 sh | 503 | $470.5K | — | +11.0% |
| 3305 | Green Ridge Wealth Planning#3305 · 502 sh | 502 | $469.6K | — | 0.0% |
| 3306 | Equity Wealth Partners#3306 · 502 sh | 502 | $469.4K | — | +2.2% |
| 3307 | BCS Wealth Management#3307 · 501 sh | 501 | $468.7K | 0.08% | -1.8% |
| 3308 | Lorne Steinberg Wealth Management#3308 · 501 sh | 501 | $468.7K | — | +4.6% |
| 3309 | CORNERSTONE ENTERPRISES#3309 · 501 sh | 501 | $468.7K | — | +1.0% |
| 3310 | ACORN CREEK CAPITAL#3310 · 500 sh | 500 | $468.1K | 0.16% | -5.3% |
| 3311 | Elite Financial#3311 · 501 sh | 501 | $468.0K | 0.19% | 0.0% |
| 3312 | YARGER WEALTH STRATEGIES#3312 · 511 sh | 511 | $467.9K | 0.17% | +4.1% |
| 3313 | AVENIR#3313 · 500 sh | 500 | $467.7K | 0.06% | 0.0% |
| 3314 | PROSPERITY BANCSHARES#3314 · 500 sh | 500 | $467.7K | 0.31% | +9.9% |
| 3315 | JMG Financial Group, Ltd.#3315 · 500 sh | 500 | $467.7K | 0.01% | -5.3% |
| 3316 | VERITY Wealth Advisors#3316 · 500 sh | 500 | $467.7K | 0.28% | 0.0% |
| 3317 | MRP Capital Investments#3317 · 500 sh | 500 | $467.7K | 0.34% | 0.0% |
| 3318 | EIGHT 31 FINANCIAL#3318 · 500 sh | 500 | $467.7K | 0.28% | -4.8% |
| 3319 | Wick Capital Partners#3319 · 500 sh | 500 | $467.3K | 0.07% | +22.5% |
| 3320 | Bouchey Financial Group Ltd#3320 · 499 sh | 499 | $467.0K | 0.03% | -8.8% |
| 3321 | MCDONALD PARTNERS#3321 · 499 sh | 499 | $466.8K | 0.11% | +37.5% |
| 3322 | Mayfair Advisory Group#3322 · 499 sh | 499 | $466.2K | — | +18.0% |
| 3323 | FIRETHORN WEALTH PARTNERS#3323 · 498 sh | 498 | $465.8K | — | +12.9% |
| 3324 | WealthCollab#3324 · 496 sh | 496 | $464.0K | 0.17% | +13.5% |
| 3325 | GSG Advisors#3325 · 496 sh | 496 | $463.7K | 0.10% | -2.6% |
| 3326 | HARMONY ASSET MANAGEMENT#3326 · 495 sh | 495 | $463.1K | — | 0.0% |
| 3327 | New Covenant Company, N.A.#3327 · 495 sh | 495 | $463.1K | — | +12.8% |
| 3328 | OKABENA INVESTMENT SERVICES#3328 · 493 sh | 493 | $461.2K | 0.08% | 0.0% |
| 3329 | ArrowMark Colorado#3329 · 493 sh | 493 | $461.2K | 0.02% | 0.0% |
| 3330 | Schaeffer Financial#3330 · 493 sh | 493 | $461.2K | — | 0.0% |
| 3331 | Five Pine Wealth Management#3331 · 492 sh | 492 | $460.6K | — | 0.0% |
| 3332 | Team Financial Group#3332 · 492 sh | 492 | $460.4K | 0.20% | 0.0% |
| 3333 | Braun-Bostich & Associates#3333 · 492 sh | 492 | $460.3K | — | +5.1% |
| 3334 | Rare Wolf Capital#3334 · 492 sh | 492 | $460.3K | — | +57.2% |
| 3335 | Griffith & Werner#3335 · 492 sh | 492 | $460.0K | 0.22% | +33.0% |
| 3336 | Shulman DeMeo Asset Management#3336 · 492 sh | 492 | $460.0K | — | +0.8% |
| 3337 | VICUS CAPITAL#3337 · 491 sh | 491 | $459.3K | 0.03% | +27.9% |
| 3338 | Convergence Investment Partners#3338 · 491 sh | 491 | $459.0K | 0.04% | -13.9% |
| 3339 | Ring Mountain Capital#3339 · 490 sh | 490 | $458.6K | — | +4.0% |
| 3340 | Buck Wealth Strategies#3340 · 489 sh | 489 | $457.8K | 0.05% | +28.0% |
| 3341 | Christensen, King & Associates Investment Services#3341 · 489 sh | 489 | $457.8K | — | 0.0% |
| 3342 | Ares Financial Consulting#3342 · 489 sh | 489 | $457.7K | — | 0.0% |
| 3343 | Syntegra Private Wealth Group#3343 · 487 sh | 487 | $455.6K | — | +4.3% |
| 3344 | MMA ASSET MANAGEMENT#3344 · 486 sh | 486 | $454.9K | 0.14% | -0.4% |
| 3345 | FOUNDERS GROVE WEALTH PARTNERS#3345 · 485 sh | 485 | $453.7K | — | +42.2% |
| 3346 | American Capital Advisory#3346 · 484 sh | 484 | $453.0K | 0.16% | -45.9% |
| 3347 | Rather & Kittrell#3347 · 484 sh | 484 | $452.9K | 0.06% | +1.9% |
| 3348 | Great Diamond Partners#3348 · 484 sh | 484 | $452.8K | — | +5.0% |
| 3349 | ASL Financial#3349 · 484 sh | 484 | $452.8K | — | 0.0% |
| 3350 | LIGHTHOUSE FINANCIAL SERVICES#3350 · 490 sh | 490 | $452.8K | 0.10% | +0.2% |
| 3351 | Sachetta#3351 · 483 sh | 483 | $452.1K | 0.22% | +7.6% |
| 3352 | STONEBRIDGE CAPITAL MANAGEMENT#3352 · 483 sh | 483 | $451.9K | 0.22% | New |
| 3353 | MORRIS FINANCIAL CONCEPTS#3353 · 483 sh | 483 | $451.6K | 0.14% | 0.0% |
| 3354 | NORTHWEST WEALTH MANAGEMENT#3354 · 481 sh | 481 | $449.5K | 0.06% | -2.0% |
| 3355 | Johnson Bixby & Associates#3355 · 481 sh | 481 | $449.5K | — | 0.0% |
| 3356 | MLG Wealth Management DBA Pine Grove Financial Group#3356 · 480 sh | 480 | $449.4K | — | +10.1% |
| 3357 | BAKER TILLY WEALTH MANAGEMENT#3357 · 480 sh | 480 | $449.1K | — | -7.2% |
| 3358 | SAXON INTERESTS#3358 · 479 sh | 479 | $448.1K | — | -1.6% |
| 3359 | SOA Wealth Advisors#3359 · 6,631 sh | 6,631 | $447.1K | 0.07% | -62.7% |
| 3360 | Signet Private Wealth#3360 · 478 sh | 478 | $446.9K | 0.36% | -0.6% |
| 3361 | Wingate Wealth Advisors#3361 · 477 sh | 477 | $446.6K | — | +10.9% |
| 3362 | Warwick Investment Management#3362 · 477 sh | 477 | $446.3K | — | -1.0% |
| 3363 | VestGen Investment Management#3363 · 475 sh | 475 | $444.4K | 0.24% | +8.2% |
| 3364 | FLAGSHIP WEALTH ADVISORS#3364 · 475 sh | 475 | $444.3K | 0.10% | +33.8% |
| 3365 | New World Advisors#3365 · 474 sh | 474 | $443.4K | 0.08% | -7.2% |
| 3366 | AVITY INVESTMENT MANAGEMENT#3366 · 474 sh | 474 | $443.4K | — | -0.8% |
| 3367 | CAPE ANN SAVINGS BANK#3367 · 474 sh | 474 | $443.4K | 0.21% | 0.0% |
| 3368 | SKY-MOUNTAIN CAPITAL MANAGEMENT#3368 · 473 sh | 473 | $442.9K | 0.32% | 0.0% |
| 3369 | Maia Wealth#3369 · 473 sh | 473 | $442.3K | — | -1.5% |
| 3370 | Osbon Capital Management#3370 · 472 sh | 472 | $442.2K | 0.35% | -0.2% |
| 3371 | GoalVest Advisory#3371 · 472 sh | 472 | $441.5K | — | 0.0% |
| 3372 | SPWM Advisors#3372 · 469 sh | 469 | $441.2K | 0.41% | +0.2% |
| 3373 | Hexagon Capital Partners#3373 · 472 sh | 472 | $441.1K | 0.06% | +16.3% |
| 3374 | Affiance Financial#3374 · 471 sh | 471 | $440.6K | — | +2.2% |
| 3375 | Clifford Group#3375 · 470 sh | 470 | $440.1K | 0.30% | -2.5% |
| 3376 | BOURGEON CAPITAL MANAGEMENT#3376 · 470 sh | 470 | $439.7K | — | 0.0% |
| 3377 | Severin Investments#3377 · 470 sh | 470 | $439.2K | 0.33% | -28.9% |
| 3378 | Sharkey, Howes & Javer#3378 · 469 sh | 469 | $438.4K | — | +0.2% |
| 3379 | Seaside Wealth Management#3379 · 468 sh | 468 | $437.9K | 0.11% | +3.3% |
| 3380 | Warther Private Wealth#3380 · 468 sh | 468 | $437.8K | 0.10% | -17.6% |
| 3381 | First American Bank#3381 · 467 sh | 467 | $436.9K | 0.02% | -5.8% |
| 3382 | Salomon & Ludwin#3382 · 472 sh | 472 | $436.4K | 0.04% | -7.8% |
| 3383 | Aberdeen Wealth Management#3383 · 466 sh | 466 | $436.0K | 0.21% | -34.9% |
| 3384 | Next Level Private#3384 · 466 sh | 466 | $435.5K | — | -1.7% |
| 3385 | Meritas Wealth Management#3385 · 465 sh | 465 | $435.0K | — | 0.0% |
| 3386 | LANDAAS & /WI#3386 · 465 sh | 465 | $435.0K | 0.08% | 0.0% |
| 3387 | Worth Financial Advisory Group#3387 · 464 sh | 464 | $434.1K | — | New |
| 3388 | Global Wealth Strategies & Associates#3388 · 463 sh | 463 | $432.8K | — | +5.2% |
| 3389 | Kidder Stephen W#3389 · 462 sh | 462 | $432.2K | 0.11% | -5.1% |
| 3390 | Stewardship Advisors#3390 · 462 sh | 462 | $432.2K | — | -1.9% |
| 3391 | LOWE BROCKENBROUGH#3391 · 462 sh | 462 | $432.2K | 0.02% | 0.0% |
| 3392 | Wealthquest#3392 · 461 sh | 461 | $431.4K | 0.03% | +45.0% |
| 3393 | RS CRUM#3393 · 459 sh | 459 | $429.5K | — | 0.0% |
| 3394 | Intellectus Partners#3394 · 459 sh | 459 | $429.1K | 0.07% | +9.0% |
| 3395 | FOSTER & MOTLEY#3395 · 459 sh | 459 | $429.0K | 0.02% | +3.8% |
| 3396 | Mountain Capital Investment Advisors#3396 · 458 sh | 458 | $428.8K | 0.06% | -4.6% |
| 3397 | Founders Capital Management#3397 · 457 sh | 457 | $427.5K | — | -0.2% |
| 3398 | PLIMOTH#3398 · 457 sh | 457 | $427.5K | — | -0.9% |
| 3399 | SIERRA OCEAN#3399 · 457 sh | 457 | $427.2K | 0.30% | +38.1% |
| 3400 | Foster Victor Wealth Advisors#3400 · 463 sh | 463 | $426.5K | — | +0.2% |
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.