COSTCO WHOLESALE CORP /NEW (COST) — Institutional Holders, Q2 2026 (page 36)
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 3,501 to 3,600. 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 3,501–3,600 of 4,276
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 3501 | E&G Advisors#3501 · 409 sh | 409 | $382.6K | — | 0.0% |
| 3502 | Westshore Wealth#3502 · 409 sh | 409 | $382.6K | 0.12% | -5.3% |
| 3503 | Spectrum Planning & Advisory Services#3503 · 408 sh | 408 | $382.0K | 0.17% | 0.0% |
| 3504 | 4J Wealth Management#3504 · 408 sh | 408 | $381.7K | 0.19% | +1.5% |
| 3505 | Wealth Watch Advisors#3505 · 406 sh | 406 | $379.8K | 0.12% | +21.6% |
| 3506 | Three Seasons Wealth#3506 · 406 sh | 406 | $379.8K | 0.03% | -0.5% |
| 3507 | PHILLIPS FINANCIAL MANAGEMENT#3507 · 405 sh | 405 | $378.9K | — | -7.1% |
| 3508 | Auto-Owners Insurance#3508 · 405 sh | 405 | $378.9K | — | 0.0% |
| 3509 | Nicollet Investment Management#3509 · 403 sh | 403 | $377.0K | — | 0.0% |
| 3510 | N.E.W. Advisory Services#3510 · 403 sh | 403 | $376.6K | 0.03% | +11.3% |
| 3511 | Eldridge Investment Advisors#3511 · 402 sh | 402 | $376.3K | 0.07% | +0.8% |
| 3512 | LATHROP INVESTMENT MANAGEMENT#3512 · 402 sh | 402 | $376.0K | 0.07% | 0.0% |
| 3513 | Latitude Advisors#3513 · 402 sh | 402 | $376.0K | 0.15% | -5.2% |
| 3514 | BCGM Wealth Management#3514 · 402 sh | 402 | $375.8K | 0.08% | +3.6% |
| 3515 | First Citizens Financial#3515 · 401 sh | 401 | $375.1K | — | 0.0% |
| 3516 | Elevation Advisory Partners#3516 · 401 sh | 401 | $375.0K | 0.38% | -25.0% |
| 3517 | Ledgewood Wealth Advisors#3517 · 400 sh | 400 | $374.2K | — | -2.4% |
| 3518 | GRACE & WHITE#3518 · 400 sh | 400 | $374.2K | — | 0.0% |
| 3519 | Capital Management Associates#3519 · 400 sh | 400 | $374.1K | — | +3.4% |
| 3520 | Revisor Wealth Management#3520 · 399 sh | 399 | $373.7K | — | -6.3% |
| 3521 | GLR Partners#3521 · 399 sh | 399 | $373.3K | 0.17% | +45.6% |
| 3522 | ARMISTICE CAPITAL#3522 · 398 sh | 398 | $372.3K | <0.01% | New |
| 3523 | Impact Partnership Wealth#3523 · 398 sh | 398 | $372.2K | 0.04% | +3.6% |
| 3524 | Merrithew & Thorsten#3524 · 397 sh | 397 | $372.0K | 0.32% | 0.0% |
| 3525 | RHS Financial#3525 · 397 sh | 397 | $371.4K | — | +45.4% |
| 3526 | SUTTON PLACE INVESTORS#3526 · 397 sh | 397 | $371.4K | — | +1.5% |
| 3527 | ORBA Wealth Advisors, L.L.C.#3527 · 397 sh | 397 | $371.4K | — | +55.1% |
| 3528 | CDM FINANCIAL COUNSELING SERVICES#3528 · 396 sh | 396 | $370.4K | — | 0.0% |
| 3529 | PENNINGTON PARTNERS#3529 · 396 sh | 396 | $370.1K | 0.12% | -7.5% |
| 3530 | of Kansas#3530 · 396 sh | 396 | $370.0K | 0.19% | +5.3% |
| 3531 | Portland Global Advisors#3531 · 394 sh | 394 | $368.6K | 0.04% | +1.3% |
| 3532 | Owen LaRue#3532 · 394 sh | 394 | $368.3K | 0.13% | +0.3% |
| 3533 | Martin Capital Partners#3533 · 393 sh | 393 | $367.6K | — | 0.0% |
| 3534 | Cypress Point Wealth Management#3534 · 393 sh | 393 | $367.6K | 0.07% | New |
| 3535 | Cedar Mountain Advisors#3535 · 392 sh | 392 | $366.9K | — | 0.0% |
| 3536 | SYNTAX RESEARCH#3536 · 392 sh | 392 | $366.7K | 0.27% | 0.0% |
| 3537 | Fairscale Capital#3537 · 392 sh | 392 | $366.7K | 0.22% | 0.0% |
| 3538 | C2C Wealth Management#3538 · 390 sh | 390 | $364.8K | — | +2.6% |
| 3539 | Ascent Advisors#3539 · 394 sh | 394 | $364.3K | 0.42% | -1.3% |
| 3540 | Madison Park Capital Advisors#3540 · 4,507 sh | 4,507 | $363.2K | 0.26% | +1317.3% |
| 3541 | INVENIO WEALTH PARTNERS#3541 · 388 sh | 388 | $363.0K | — | +4.9% |
| 3542 | Silver Lake Advisory#3542 · 387 sh | 387 | $362.3K | — | 0.0% |
| 3543 | ASAHI LIFE ASSET MANAGEMENT , LTD.#3543 · 387 sh | 387 | $362.0K | 0.20% | -63.6% |
| 3544 | Towercrest Capital Management#3544 · 385 sh | 385 | $360.1K | — | 0.0% |
| 3545 | Financial Solutions Advisory Group#3545 · 394 sh | 394 | $359.8K | 0.05% | +39.7% |
| 3546 | Sovereign Investment Advisors#3546 · 383 sh | 383 | $358.3K | 0.07% | +35.3% |
| 3547 | NavPoint Financial#3547 · 383 sh | 383 | $357.9K | — | 0.0% |
| 3548 | Vilga Financial Planning#3548 · 382 sh | 382 | $357.4K | — | +7.9% |
| 3549 | SEVEN MILE ADVISORY#3549 · 381 sh | 381 | $356.4K | — | -32.9% |
| 3550 | RED REEF ADVISORS#3550 · 381 sh | 381 | $356.4K | 0.33% | -2.6% |
| 3551 | E-Wealth Partners#3551 · 381 sh | 381 | $356.4K | 0.26% | -3.1% |
| 3552 | Alliance Wealth Management Group#3552 · 381 sh | 381 | $356.4K | 0.07% | 0.0% |
| 3553 | BROGAN FINANCIAL#3553 · 381 sh | 381 | $356.1K | 0.14% | +0.3% |
| 3554 | Capco Asset Management#3554 · 380 sh | 380 | $355.5K | 0.10% | 0.0% |
| 3555 | Avail Investment Partners#3555 · 379 sh | 379 | $354.6K | — | +3.3% |
| 3556 | Avid Wealth Partners#3556 · 379 sh | 379 | $354.5K | 0.17% | -4.8% |
| 3557 | Harbor Group#3557 · 379 sh | 379 | $354.3K | — | -29.7% |
| 3558 | Gilbert & Cook#3558 · 378 sh | 378 | $353.9K | 0.04% | +1.6% |
| 3559 | Insight Wealth Strategies#3559 · 383 sh | 383 | $353.9K | — | +80.7% |
| 3560 | Cranbrook Wealth Management#3560 · 378 sh | 378 | $353.8K | 0.07% | 0.0% |
| 3561 | Vawter Financial, Ltd.#3561 · 378 sh | 378 | $353.6K | 0.13% | +5.3% |
| 3562 | Owl Creek Wealth Partners#3562 · 378 sh | 378 | $353.6K | — | -1.0% |
| 3563 | AGH Wealth Advisors#3563 · 378 sh | 378 | $353.6K | — | +6.8% |
| 3564 | ENDEAVOR PRIVATE WEALTH#3564 · 378 sh | 378 | $353.5K | 0.09% | -10.2% |
| 3565 | GatePass Capital#3565 · 377 sh | 377 | $352.9K | 0.13% | +3.0% |
| 3566 | FIDUCIENT ADVISORS#3566 · 377 sh | 377 | $352.7K | 0.05% | 0.0% |
| 3567 | Saranac Partners Ltd#3567 · 377 sh | 377 | $352.7K | 0.10% | New |
| 3568 | Riverbend Wealth Management#3568 · 377 sh | 377 | $352.4K | — | +10.9% |
| 3569 | Fund Advisors of America#3569 · 376 sh | 376 | $352.0K | 0.32% | -9.4% |
| 3570 | Entelevest#3570 · 376 sh | 376 | $351.8K | 0.30% | +4.4% |
| 3571 | Meridian Wealth Partners#3571 · 376 sh | 376 | $351.8K | 0.04% | +0.8% |
| 3572 | COOPER/HAIMS ADVISORS#3572 · 376 sh | 376 | $351.7K | 0.15% | +24.9% |
| 3573 | WMS Group#3573 · 375 sh | 375 | $350.8K | 0.45% | +12.3% |
| 3574 | REXFORD CAPITAL#3574 · 372 sh | 372 | $348.0K | 0.21% | +0.5% |
| 3575 | Copper Harbor Investment Advisors#3575 · 370 sh | 370 | $346.2K | — | — |
| 3576 | Stonehearth Capital Management#3576 · 369 sh | 369 | $345.2K | — | 0.0% |
| 3577 | S Harris Financial Group#3577 · 369 sh | 369 | $345.1K | 0.27% | +3.9% |
| 3578 | LaFleur & Godfrey#3578 · 369 sh | 369 | $345.1K | 0.04% | -2.4% |
| 3579 | Abound Wealth Management#3579 · 368 sh | 368 | $344.4K | — | -8.5% |
| 3580 | Smith Thornton Advisors#3580 · 371 sh | 371 | $343.9K | — | +4.5% |
| 3581 | FreeGulliver#3581 · 367 sh | 367 | $343.3K | 0.12% | -28.0% |
| 3582 | Boston Partners#3582 · 367 sh | 367 | $343.3K | <0.01% | -0.8% |
| 3583 | PENSION & WEALTH MANAGEMENT ADVISORS#3583 · 365 sh | 365 | $342.6K | — | -0.3% |
| 3584 | Overbrook Management#3584 · 366 sh | 366 | $342.4K | — | 0.0% |
| 3585 | Compagnie Lombard Odier SCmA#3585 · 366 sh | 366 | $342.4K | <0.01% | -10.1% |
| 3586 | STEWARDSHIP CONCEPTS FINANCIAL SERVICES#3586 · 366 sh | 366 | $342.4K | — | -3.7% |
| 3587 | Wealth Dimensions Group, Ltd.#3587 · 366 sh | 366 | $342.1K | 0.06% | -1.1% |
| 3588 | JEPPSON WEALTH MANAGEMENT#3588 · 365 sh | 365 | $341.5K | — | -5.2% |
| 3589 | REAP Financial Group#3589 · 365 sh | 365 | $341.4K | 0.06% | 0.0% |
| 3590 | FSA Investment Group#3590 · 365 sh | 365 | $341.4K | — | +4.6% |
| 3591 | WEALTHEDGE INVESTMENT ADVISORS#3591 · 364 sh | 364 | $341.1K | 0.12% | +27.7% |
| 3592 | PINNEY & SCOFIELD#3592 · 364 sh | 364 | $340.5K | 0.17% | 0.0% |
| 3593 | E6 Portfolios#3593 · 363 sh | 363 | $339.6K | — | New |
| 3594 | Leith Wheeler Investment Counsel Ltd.#3594 · 363 sh | 363 | $339.6K | 0.03% | 0.0% |
| 3595 | Strata Wealth Advisors#3595 · 363 sh | 363 | $339.6K | — | +4.6% |
| 3596 | Gordian Advisors#3596 · 362 sh | 362 | $339.0K | 0.20% | 0.0% |
| 3597 | First Financial Bank - Division#3597 · 362 sh | 362 | $338.6K | — | +5.5% |
| 3598 | Eurizon SLJ Capital Ltd#3598 · 361 sh | 361 | $337.7K | 0.12% | 0.0% |
| 3599 | Asset Allocation Strategies#3599 · 360 sh | 360 | $336.8K | — | +4.0% |
| 3600 | Aldebaran Financial#3600 · 360 sh | 360 | $336.8K | 0.27% | 0.0% |
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.