COSTCO WHOLESALE CORP /NEW (COST) — Institutional Holders, Q2 2026 (page 35)
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 3,401 to 3,500. 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 3,401–3,500 of 4,276
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 3401 | RESTON WEALTH MANAGEMENT#3401 · 455 sh | 455 | $426.1K | 0.11% | -2.8% |
| 3402 | Strategic Financial Concepts#3402 · 454 sh | 454 | $425.1K | 0.13% | -23.2% |
| 3403 | FORM Wealth Advisors#3403 · 454 sh | 454 | $424.7K | — | 0.0% |
| 3404 | Everest Management#3404 · 454 sh | 454 | $424.7K | 0.16% | +4.6% |
| 3405 | Perissos Private Wealth Management#3405 · 453 sh | 453 | $423.5K | 0.29% | +0.2% |
| 3406 | Burford Brothers#3406 · 452 sh | 452 | $423.2K | — | +10.5% |
| 3407 | Itau Unibanco Holding S.A.#3407 · 452 sh | 452 | $422.8K | <0.01% | +555.1% |
| 3408 | DecisionMap Wealth Management#3408 · 452 sh | 452 | $422.8K | 0.24% | +6.6% |
| 3409 | Integrity Wealth Solutions#3409 · 452 sh | 452 | $422.8K | 0.16% | -12.7% |
| 3410 | Hamilton Point Investment Advisors#3410 · 452 sh | 452 | $422.5K | 0.06% | -1.1% |
| 3411 | Sageworth of South Dakota#3411 · 451 sh | 451 | $421.9K | 0.26% | New |
| 3412 | Three Magnolias Financial Advisors#3412 · 451 sh | 451 | $421.9K | — | 0.0% |
| 3413 | Elgethun Capital Management#3413 · 451 sh | 451 | $421.5K | 0.06% | +8.2% |
| 3414 | Private Wealth Asset Management#3414 · 451 sh | 451 | $421.5K | 0.04% | +2.3% |
| 3415 | Gen-Wealth Partners#3415 · 450 sh | 450 | $421.4K | 0.12% | -30.0% |
| 3416 | BIRCHBROOK#3416 · 450 sh | 450 | $421.0K | — | 0.0% |
| 3417 | Quantum Private Wealth#3417 · 450 sh | 450 | $420.9K | — | 0.0% |
| 3418 | PANORAMIC INVESTMENT ADVISORS#3418 · 449 sh | 449 | $420.2K | 0.20% | New |
| 3419 | VEGA INVESTMENT SOLUTIONS#3419 · 448 sh | 448 | $419.1K | 0.06% | +745.3% |
| 3420 | Targeted Financial Services#3420 · 448 sh | 448 | $418.8K | — | +8.7% |
| 3421 | CGC Financial Services#3421 · 447 sh | 447 | $418.6K | — | -5.1% |
| 3422 | Hopwood Financial Services#3422 · 445 sh | 445 | $416.3K | 0.24% | +5.5% |
| 3423 | Alliance Wealth Advisors#3423 · 445 sh | 445 | $416.3K | 0.08% | -14.3% |
| 3424 | Williams & Novak#3424 · 445 sh | 445 | $416.3K | — | -4.1% |
| 3425 | Spectrum Wealth Advisory Group#3425 · 445 sh | 445 | $416.2K | 0.12% | -3.1% |
| 3426 | XY Planning Network#3426 · 443 sh | 443 | $414.5K | — | -33.4% |
| 3427 | STG SECURITIES#3427 · 442 sh | 442 | $413.5K | 0.03% | — |
| 3428 | 626 Financial#3428 · 441 sh | 441 | $412.5K | 0.16% | -7.0% |
| 3429 | BROWN WEALTH MANAGEMENT#3429 · 441 sh | 441 | $412.5K | — | +3.0% |
| 3430 | Cottage Street Advisors#3430 · 441 sh | 441 | $412.5K | — | -1.3% |
| 3431 | Northwest Bancshares#3431 · 440 sh | 440 | $411.6K | 0.07% | +10.0% |
| 3432 | ERn Financial#3432 · 440 sh | 440 | $411.6K | 0.07% | 0.0% |
| 3433 | Tripletail Wealth Management#3433 · 432 sh | 432 | $411.1K | 0.47% | 0.0% |
| 3434 | Code Waechter#3434 · 439 sh | 439 | $410.7K | — | +4.5% |
| 3435 | Semus Wealth Partners#3435 · 438 sh | 438 | $410.2K | — | -0.5% |
| 3436 | Sonoma Allocations#3436 · 440 sh | 440 | $409.7K | 0.13% | -7.8% |
| 3437 | Atlas Wealth#3437 · 438 sh | 438 | $409.7K | 0.06% | New |
| 3438 | Hickory Point Bank#3438 · 438 sh | 438 | $409.7K | — | 0.0% |
| 3439 | VIMA#3439 · 436 sh | 436 | $408.0K | — | — |
| 3440 | Fullerton Fund Management Ltd.#3440 · 436 sh | 436 | $407.9K | 0.03% | -75.3% |
| 3441 | Jacksonville Wealth Management#3441 · 436 sh | 436 | $407.8K | 0.23% | +0.2% |
| 3442 | Charter Capital Management, \DE#3442 · 435 sh | 435 | $407.3K | 0.18% | -0.7% |
| 3443 | Baron Wealth Management#3443 · 435 sh | 435 | $407.1K | 0.11% | +0.9% |
| 3444 | Summit Financial Consulting#3444 · 435 sh | 435 | $406.9K | — | 0.0% |
| 3445 | G2 CAPITAL MANAGEMENT, / OH#3445 · 435 sh | 435 | $406.7K | — | -78.2% |
| 3446 | V. M. MANNING#3446 · 434 sh | 434 | $406.4K | 0.35% | — |
| 3447 | Cloud Capital Management#3447 · 435 sh | 435 | $406.0K | 0.15% | -0.5% |
| 3448 | Garrett Wealth Advisory Group#3448 · 434 sh | 434 | $406.0K | — | -1.1% |
| 3449 | FORTRESS PRIVATE LEDGER#3449 · 433 sh | 433 | $405.3K | 0.11% | 0.0% |
| 3450 | DDFG#3450 · 432 sh | 432 | $404.3K | — | 0.0% |
| 3451 | OSTERWEIS CAPITAL MANAGEMENT#3451 · 432 sh | 432 | $404.1K | 0.02% | -5.1% |
| 3452 | Tacita Capital#3452 · 432 sh | 432 | $404.1K | 0.22% | 0.0% |
| 3453 | Piedmont Capital Management#3453 · 432 sh | 432 | $404.1K | — | -4.2% |
| 3454 | ONE WEALTH CAPITAL MANAGEMENT#3454 · 431 sh | 431 | $403.2K | — | +85.0% |
| 3455 | Dynasty Wealth Management#3455 · 430 sh | 430 | $401.8K | <0.01% | -10.4% |
| 3456 | Kondo Wealth Advisors#3456 · 428 sh | 428 | $400.9K | — | -0.5% |
| 3457 | Scissortail Wealth Management#3457 · 428 sh | 428 | $400.4K | 0.08% | -2.5% |
| 3458 | Novak & Powell Financial Services#3458 · 427 sh | 427 | $399.8K | 0.19% | -2.7% |
| 3459 | UHLMANN PRICE SECURITIES#3459 · 427 sh | 427 | $399.6K | 0.01% | +13.0% |
| 3460 | Welch Financial Planning#3460 · 425 sh | 425 | $398.0K | 0.23% | +13.9% |
| 3461 | Armor Investment Advisors#3461 · 425 sh | 425 | $397.6K | 0.13% | 0.0% |
| 3462 | Topsail Wealth Management#3462 · 425 sh | 425 | $397.6K | 0.05% | -1.2% |
| 3463 | One River Asset Management#3463 · 424 sh | 424 | $396.6K | — | New |
| 3464 | Fearless Solutions, dba Best Invest#3464 · 423 sh | 423 | $396.1K | — | 0.0% |
| 3465 | HHM Wealth Advisors#3465 · 423 sh | 423 | $396.1K | 0.04% | +6.0% |
| 3466 | GABLES CAPITAL MANAGEMENT#3466 · 423 sh | 423 | $395.7K | 0.14% | +17.8% |
| 3467 | Paul Damon & Associates#3467 · 423 sh | 423 | $395.7K | 0.15% | +2.7% |
| 3468 | Consolidated Planning#3468 · 422 sh | 422 | $394.8K | — | -0.5% |
| 3469 | Koesten, Hirschmann & Crabtree#3469 · 422 sh | 422 | $394.5K | — | +5.0% |
| 3470 | Summit Financial Strategies#3470 · 421 sh | 421 | $394.2K | — | +3.2% |
| 3471 | Dynamic Wealth Strategies#3471 · 421 sh | 421 | $393.8K | — | -15.1% |
| 3472 | Northern Lights Advisors#3472 · 421 sh | 421 | $393.7K | — | +7.1% |
| 3473 | VIAWEALTH#3473 · 420 sh | 420 | $393.1K | 0.20% | +1.9% |
| 3474 | Cambridge Advisors#3474 · 420 sh | 420 | $393.0K | — | +1.7% |
| 3475 | Bravias Capital Group#3475 · 419 sh | 419 | $392.0K | 0.23% | 0.0% |
| 3476 | S&T BANK#3476 · 419 sh | 419 | $392.0K | 0.12% | -1.2% |
| 3477 | Goodman Advisory Group#3477 · 419 sh | 419 | $392.0K | 0.09% | 0.0% |
| 3478 | Mason Investment Advisory Services#3478 · 419 sh | 419 | $391.9K | 0.01% | -1.9% |
| 3479 | Aspiring Ventures#3479 · 419 sh | 419 | $391.7K | 0.10% | +1.5% |
| 3480 | Capstone Wealth Management Group#3480 · 418 sh | 418 | $391.1K | — | — |
| 3481 | Seascape Capital Management#3481 · 418 sh | 418 | $391.0K | 0.09% | -0.2% |
| 3482 | Samalin Investment Counsel#3482 · 416 sh | 416 | $389.3K | — | +1.2% |
| 3483 | STEVENS CAPITAL PARTNERS#3483 · 415 sh | 415 | $388.0K | 0.07% | +39.7% |
| 3484 | CATHY PARETO & ASSOCIATES#3484 · 413 sh | 413 | $387.3K | — | 0.0% |
| 3485 | Essential Investment Partners#3485 · 414 sh | 414 | $387.3K | 0.31% | 0.0% |
| 3486 | HighMark Wealth Management#3486 · 414 sh | 414 | $387.2K | 0.13% | -5.5% |
| 3487 | RETIREMENT INCOME SOLUTIONS#3487 · 388 sh | 388 | $386.6K | 0.07% | 0.0% |
| 3488 | Royal Palms Capital#3488 · 413 sh | 413 | $386.5K | — | 0.0% |
| 3489 | WOODWARD DIVERSIFIED CAPITAL#3489 · 413 sh | 413 | $386.4K | — | +11.3% |
| 3490 | Trust Co#3490 · 413 sh | 413 | $386.3K | — | -37.9% |
| 3491 | McElhenny Sheffield Capital Management#3491 · 413 sh | 413 | $386.3K | 0.10% | New |
| 3492 | Tanglewood Legacy Advisors#3492 · 413 sh | 413 | $386.3K | 0.12% | 0.0% |
| 3493 | Kure Advisory#3493 · 413 sh | 413 | $386.0K | — | +7.6% |
| 3494 | STALEY CAPITAL ADVISERS#3494 · 412 sh | 412 | $385.4K | 0.01% | 0.0% |
| 3495 | SMART Wealth#3495 · 412 sh | 412 | $385.1K | 0.08% | -1.7% |
| 3496 | Pegasus Asset Management#3496 · 411 sh | 411 | $384.5K | 0.11% | +20.5% |
| 3497 | Ipsen Advisor Group#3497 · 411 sh | 411 | $384.3K | 0.25% | -42.2% |
| 3498 | Aspen Capital Management#3498 · 411 sh | 411 | $384.1K | 0.08% | +0.2% |
| 3499 | NCM Capital Management#3499 · 410 sh | 410 | $383.7K | 0.12% | 0.0% |
| 3500 | Stonebridge Capital Advisors#3500 · 410 sh | 410 | $383.3K | 0.02% | -5.7% |
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.