COSTCO WHOLESALE CORP /NEW (COST) — Institutional Holders, Q2 2026 (page 38)
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 3,701 to 3,800. 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 3,701–3,800 of 4,276
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 3701 | TruNorth Capital Management#3701 · 321 sh | 321 | $300.3K | — | +8.1% |
| 3702 | BlueChip Wealth Advisors#3702 · 319 sh | 319 | $298.7K | 0.11% | -10.6% |
| 3703 | SHRIER WEALTH MANAGEMENT#3703 · 319 sh | 319 | $298.1K | — | +0.3% |
| 3704 | Rose Capital Advisors#3704 · 318 sh | 318 | $297.7K | 0.15% | — |
| 3705 | Sunburst Financial Group#3705 · 318 sh | 318 | $297.6K | — | -2.8% |
| 3706 | GreatBanc#3706 · 318 sh | 318 | $297.5K | 0.18% | -48.5% |
| 3707 | Riggs Asset Managment#3707 · 318 sh | 318 | $297.5K | 0.05% | 0.0% |
| 3708 | Quilter Plc#3708 · 318 sh | 318 | $297.5K | — | New |
| 3709 | StoneCrest Wealth Management#3709 · 317 sh | 317 | $296.5K | 0.09% | 0.0% |
| 3710 | 4WEALTH ADVISORS#3710 · 313 sh | 313 | $296.5K | — | 0.0% |
| 3711 | Verus Financial Partners#3711 · 316 sh | 316 | $295.7K | 0.03% | +0.3% |
| 3712 | BURR FINANCIAL SERVICES#3712 · 316 sh | 316 | $295.6K | — | 0.0% |
| 3713 | HughesLittle Investment Management Ltd.#3713 · 315 sh | 315 | $294.7K | 0.05% | 0.0% |
| 3714 | WEST MICHIGAN ADVISORS#3714 · 295 sh | 295 | $293.9K | 0.06% | 0.0% |
| 3715 | Clarus Group#3715 · 314 sh | 314 | $293.7K | — | 0.0% |
| 3716 | Grange Capital#3716 · 314 sh | 314 | $293.7K | — | -0.3% |
| 3717 | Stegner Investment Associates#3717 · 314 sh | 314 | $293.4K | — | 0.0% |
| 3718 | Activest Wealth Management#3718 · 314 sh | 314 | $293.4K | — | -35.7% |
| 3719 | Stone House Investment Management#3719 · 313 sh | 313 | $292.9K | — | +47.6% |
| 3720 | Alliance Wealth Advisors#3720 · 313 sh | 313 | $292.8K | — | +2.6% |
| 3721 | STAR Financial Bank#3721 · 312 sh | 312 | $291.9K | 0.12% | New |
| 3722 | Cedarwood Wealth#3722 · 312 sh | 312 | $291.4K | 0.22% | -5.5% |
| 3723 | Sharp Financial Services#3723 · 311 sh | 311 | $291.3K | 0.13% | +0.3% |
| 3724 | Financial Enhancement Group#3724 · 311 sh | 311 | $290.6K | — | +2.3% |
| 3725 | Stirlingshire Investments#3725 · 310 sh | 310 | $290.2K | 0.22% | 0.0% |
| 3726 | Dunhill Financial#3726 · 310 sh | 310 | $290.0K | 0.06% | +10.3% |
| 3727 | Soundwatch Capital#3727 · 310 sh | 310 | $290.0K | 0.03% | -1.6% |
| 3728 | VAQUERO PRIVATE WEALTH, LTD#3728 · 310 sh | 310 | $290.0K | 0.06% | — |
| 3729 | CONSCIOUS WEALTH INVESTMENTS#3729 · 312 sh | 312 | $289.9K | 0.15% | +33.3% |
| 3730 | GREAT OAK CAPITAL PARTNERS#3730 · 313 sh | 313 | $289.8K | 0.06% | -4.0% |
| 3731 | Commerce Advisors#3731 · 309 sh | 309 | $289.1K | — | 0.0% |
| 3732 | Ameraudi Asset Management#3732 · 309 sh | 309 | $289.1K | 0.13% | 0.0% |
| 3733 | Sterling Group Wealth Management#3733 · 309 sh | 309 | $289.1K | 0.12% | +33.2% |
| 3734 | PROFESSIONAL ADVISORY SERVICES#3734 · 309 sh | 309 | $289.0K | — | New |
| 3735 | Nordwand Advisors#3735 · 309 sh | 309 | $289.0K | 0.04% | 0.0% |
| 3736 | WOLVERINE ASSET MANAGEMENT#3736 · 308 sh | 308 | $288.1K | <0.01% | New |
| 3737 | Indie Asset Partners#3737 · 307 sh | 307 | $287.2K | 0.28% | 0.0% |
| 3738 | J.M. Arbour#3738 · 307 sh | 307 | $287.2K | 0.25% | +4.4% |
| 3739 | TERRIL BROTHERS#3739 · 307 sh | 307 | $287.2K | 0.07% | 0.0% |
| 3740 | Peak Planning Group#3740 · 307 sh | 307 | $286.9K | 0.06% | 0.0% |
| 3741 | Hutchens & Kramer Investment Management Group#3741 · 306 sh | 306 | $286.6K | — | +0.7% |
| 3742 | Downshift Financial#3742 · 306 sh | 306 | $286.5K | — | 0.0% |
| 3743 | Pathway Financial Advisors#3743 · 301 sh | 301 | $286.5K | — | -39.6% |
| 3744 | Montz Harcus Wealth Management#3744 · 306 sh | 306 | $286.4K | — | +1.0% |
| 3745 | COUNTRY BANK#3745 · 306 sh | 306 | $286.3K | <0.01% | +2.7% |
| 3746 | hemming& Wealth Management#3746 · 306 sh | 306 | $286.0K | — | 0.0% |
| 3747 | Sunesis Advisors#3747 · 305 sh | 305 | $285.3K | — | -25.2% |
| 3748 | Coston, McIsaac & Partners#3748 · 305 sh | 305 | $285.0K | 0.06% | +0.3% |
| 3749 | KOM Wealth Management Group#3749 · 304 sh | 304 | $284.7K | — | 0.0% |
| 3750 | Financial Avengers#3750 · 304 sh | 304 | $284.6K | 0.12% | 0.0% |
| 3751 | DMKC Advisory Services#3751 · 303 sh | 303 | $283.4K | 0.05% | 0.0% |
| 3752 | Koa Wealth Management#3752 · 303 sh | 303 | $283.4K | — | +4.1% |
| 3753 | USAdvisors Wealth Management#3753 · 303 sh | 303 | $283.0K | — | +2.0% |
| 3754 | Advance Capital Management#3754 · 302 sh | 302 | $282.6K | <0.01% | +8.2% |
| 3755 | LFG Wealth Partners#3755 · 302 sh | 302 | $282.5K | 0.13% | +7.5% |
| 3756 | Paladin Advisory Group#3756 · 302 sh | 302 | $282.5K | 0.19% | 0.0% |
| 3757 | SWP FINANCIAL#3757 · 302 sh | 302 | $282.2K | — | +5.2% |
| 3758 | Kelly Financial Services#3758 · 301 sh | 301 | $281.7K | — | -4.1% |
| 3759 | Center For Asset Management#3759 · 301 sh | 301 | $281.6K | — | +15.3% |
| 3760 | OceanIQ Capital#3760 · 298 sh | 298 | $281.4K | — | — |
| 3761 | CHERRYDALE WEALTH MANAGEMENT#3761 · 300 sh | 300 | $281.0K | — | -0.3% |
| 3762 | MRA Advisory Group#3762 · 300 sh | 300 | $280.9K | — | -39.4% |
| 3763 | O'ROURKE & COMPANY#3763 · 300 sh | 300 | $280.8K | 0.10% | +15.8% |
| 3764 | BANTA ASSET MANAGEMENT#3764 · 300 sh | 300 | $280.6K | 0.25% | 0.0% |
| 3765 | Reliant Investment Management#3765 · 300 sh | 300 | $280.6K | — | 0.0% |
| 3766 | Black Swift Group#3766 · 300 sh | 300 | $280.6K | 0.04% | New |
| 3767 | Summa#3767 · 300 sh | 300 | $280.6K | 0.09% | -40.0% |
| 3768 | AWM CAPITAL#3768 · 299 sh | 299 | $279.9K | — | +21.5% |
| 3769 | Mullooly Asset Management#3769 · 299 sh | 299 | $279.7K | 0.09% | +1.0% |
| 3770 | HOEY INVESTMENTS#3770 · 299 sh | 299 | $279.7K | 0.04% | -2.3% |
| 3771 | Polymer Capital Management (US)#3771 · 299 sh | 299 | $279.7K | 0.04% | -67.8% |
| 3772 | IMG Wealth Management#3772 · 299 sh | 299 | $279.7K | — | +3.5% |
| 3773 | Crew Capital Management, Ltd.#3773 · 299 sh | 299 | $279.3K | 0.15% | +2.0% |
| 3774 | marrick wealth#3774 · 298 sh | 298 | $278.8K | — | 0.0% |
| 3775 | Round Rock Advisors#3775 · 297 sh | 297 | $278.1K | 0.04% | 0.0% |
| 3776 | Rodgers Brothers#3776 · 297 sh | 297 | $277.8K | 0.03% | 0.0% |
| 3777 | BLUE SQUARE ASSET MANAGEMENT#3777 · 297 sh | 297 | $277.8K | 0.11% | 0.0% |
| 3778 | PFS Partners#3778 · 297 sh | 297 | $277.4K | — | +0.3% |
| 3779 | Price Financial Group Wealth Management#3779 · 292 sh | 292 | $277.4K | 4.61% | 0.0% |
| 3780 | Parsonex Advisory Services#3780 · 296 sh | 296 | $277.4K | 0.24% | -1.3% |
| 3781 | REGIMEN WEALTH#3781 · 296 sh | 296 | $276.9K | 0.07% | 0.0% |
| 3782 | Split Creek DBA Split Creek Capital#3782 · 296 sh | 296 | $276.9K | 0.26% | 0.0% |
| 3783 | Counterpoint Mutual Funds#3783 · 295 sh | 295 | $276.0K | — | New |
| 3784 | BetterWealth#3784 · 295 sh | 295 | $276.0K | — | 0.0% |
| 3785 | Uniting Wealth Partners#3785 · 294 sh | 294 | $275.2K | 0.06% | +6.1% |
| 3786 | Family Office Research#3786 · 293 sh | 293 | $274.5K | — | -9.8% |
| 3787 | Seros Financial#3787 · 293 sh | 293 | $274.5K | — | +5.8% |
| 3788 | Cape Investment Advisory#3788 · 293 sh | 293 | $274.3K | — | +8.1% |
| 3789 | UNITED BANK#3789 · 292 sh | 292 | $273.2K | 0.03% | -31.1% |
| 3790 | White Lighthouse Investment Management#3790 · 291 sh | 291 | $272.5K | — | 0.0% |
| 3791 | LCNB#3791 · 291 sh | 291 | $272.2K | 0.08% | +5.1% |
| 3792 | Randall & Associates Wealth Management#3792 · 291 sh | 291 | $272.2K | — | +41.3% |
| 3793 | GOLDEN ROAD ADVISORS#3793 · 291 sh | 291 | $272.2K | 0.13% | +3.2% |
| 3794 | BOSTON RESEARCH & MANAGEMENT#3794 · 290 sh | 290 | $271.3K | 0.06% | 0.0% |
| 3795 | CHIRON CAPITAL MANAGEMENT#3795 · 290 sh | 290 | $271.3K | — | 0.0% |
| 3796 | Atlas Wealth Partners#3796 · 290 sh | 290 | $271.3K | 0.30% | 0.0% |
| 3797 | StoryOne#3797 · 290 sh | 290 | $271.3K | — | New |
| 3798 | Finward Bancorp#3798 · 290 sh | 290 | $271.3K | — | 0.0% |
| 3799 | MEMBERS WEALTH#3799 · 289 sh | 289 | $270.4K | — | -4.3% |
| 3800 | Dorato Capital Management#3800 · 295 sh | 295 | $270.3K | — | 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.