COSTCO WHOLESALE CORP /NEW (COST) — Institutional Holders, Q2 2026 (page 41)
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 4,001 to 4,100. 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 4,001–4,100 of 4,276
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 4001 | Exit Wealth Advisors#4001 · 223 sh | 223 | $208.8K | 0.10% | 0.0% |
| 4002 | B&D White Capital Company#4002 · 223 sh | 223 | $208.6K | 0.02% | New |
| 4003 | Dakota Community Bank & NA#4003 · 223 sh | 223 | $208.6K | — | -0.4% |
| 4004 | MAINSAIL ASSET MANAGEMENT#4004 · 221 sh | 221 | $208.2K | — | New |
| 4005 | PLANNING DIRECTIONS#4005 · 222 sh | 222 | $208.1K | 0.10% | -33.7% |
| 4006 | Zuckerman Investment Group#4006 · 222 sh | 222 | $207.7K | 0.02% | +1.8% |
| 4007 | AMERICAN ASSET MANAGEMENT#4007 · 222 sh | 222 | $207.7K | 0.17% | New |
| 4008 | Tenzing Financial#4008 · 218 sh | 218 | $207.4K | 0.14% | +0.5% |
| 4009 | Camelot Portfolios#4009 · 221 sh | 221 | $207.0K | 0.14% | -0.9% |
| 4010 | Mystic Asset Management#4010 · 221 sh | 221 | $206.7K | — | -7.5% |
| 4011 | Catalyst Investment Management#4011 · 221 sh | 221 | $206.7K | — | New |
| 4012 | 3 FACTOR INDEXING#4012 · 221 sh | 221 | $206.7K | — | 0.0% |
| 4013 | PENOBSCOT WEALTH MANAGEMENT#4013 · 221 sh | 221 | $206.6K | — | -35.9% |
| 4014 | Aspire Private Capital#4014 · 220 sh | 220 | $206.2K | 0.04% | 0.0% |
| 4015 | Westwood Wealth Management#4015 · 220 sh | 220 | $205.8K | 0.06% | 0.0% |
| 4016 | JDM Financial Group#4016 · 220 sh | 220 | $205.8K | 0.07% | 0.0% |
| 4017 | Global Wealth Management#4017 · 220 sh | 220 | $205.8K | — | -4.3% |
| 4018 | waypoint wealth counsel#4018 · 220 sh | 220 | $205.6K | — | -28.3% |
| 4019 | Valued Wealth Advisors#4019 · 219 sh | 219 | $205.1K | 0.07% | +1.9% |
| 4020 | Redwood Financial Network#4020 · 219 sh | 219 | $204.9K | 0.11% | -0.5% |
| 4021 | G&S Capital#4021 · 219 sh | 219 | $204.9K | — | -1.4% |
| 4022 | Financially Speaking#4022 · 205 sh | 205 | $204.3K | 0.99% | 0.0% |
| 4023 | PROATHLETE WEALTH MANAGEMENT#4023 · 217 sh | 217 | $204.2K | — | 0.0% |
| 4024 | Freedom Financial Partners#4024 · 218 sh | 218 | $204.1K | — | 0.0% |
| 4025 | Vantage Point Financial#4025 · 218 sh | 218 | $204.1K | 0.06% | +5.3% |
| 4026 | Edge Wealth Management#4026 · 218 sh | 218 | $204.0K | — | 0.0% |
| 4027 | Precision Wealth Strategies#4027 · 217 sh | 217 | $203.0K | 0.06% | -0.9% |
| 4028 | Martel Wealth Advisors#4028 · 217 sh | 217 | $203.0K | — | -4.8% |
| 4029 | Paragon Capital Management Ltd#4029 · 216 sh | 216 | $202.6K | — | -2.3% |
| 4030 | ISTHMUS PARTNERS#4030 · 216 sh | 216 | $202.1K | — | 0.0% |
| 4031 | Ridgewood Investments#4031 · 216 sh | 216 | $202.1K | — | New |
| 4032 | Provident Wealth Management#4032 · 216 sh | 216 | $202.1K | — | New |
| 4033 | Opus Capital Group#4033 · 216 sh | 216 | $202.0K | 0.02% | 0.0% |
| 4034 | Van Diest Capital#4034 · 215 sh | 215 | $201.5K | 0.18% | -7.7% |
| 4035 | Causey Wealth#4035 · 215 sh | 215 | $201.5K | 0.08% | -6.1% |
| 4036 | Intergy Private Wealth#4036 · 215 sh | 215 | $201.1K | — | -5.3% |
| 4037 | Manitou Investment Management Ltd.#4037 · 215 sh | 215 | $201.1K | — | 0.0% |
| 4038 | Cascade Investment Advisors#4038 · 215 sh | 215 | $201.1K | 0.11% | -6.5% |
| 4039 | 17 CAPITAL PARTNERS#4039 · 215 sh | 215 | $201.1K | 0.09% | 0.0% |
| 4040 | FSA Advisors#4040 · 215 sh | 215 | $201.0K | 0.09% | -12.6% |
| 4041 | AlphaGrep UK Ltd#4041 · 214 sh | 214 | $200.2K | 0.06% | New |
| 4042 | Avion Wealth#4042 · 212 sh | 212 | $198.0K | 0.04% | +5.0% |
| 4043 | South Dakota Investment Council#4043 · 210 sh | 210 | $196.0K | <0.01% | 0.0% |
| 4044 | Acumen Wealth Advisors#4044 · 209 sh | 209 | $195.7K | 0.04% | +2.0% |
| 4045 | Rialto Wealth Management#4045 · 209 sh | 209 | $195.5K | 0.04% | 0.0% |
| 4046 | Strategic Wealth Advisors#4046 · 226 sh | 226 | $194.0K | 0.17% | 0.0% |
| 4047 | POM Investment Strategies#4047 · 207 sh | 207 | $193.7K | — | -3.7% |
| 4048 | Operose Advisors#4048 · 206 sh | 206 | $192.7K | 0.04% | New |
| 4049 | Noble Wealth Management PBC#4049 · 203 sh | 203 | $190.1K | — | +1.0% |
| 4050 | Skylands Capital#4050 · 200 sh | 200 | $187.1K | — | New |
| 4051 | True Wealth Design#4051 · 200 sh | 200 | $187.1K | — | -2.9% |
| 4052 | Ravenstone Capital Management#4052 · 200 sh | 200 | $187.1K | 0.08% | 0.0% |
| 4053 | Wiser Advisor Group#4053 · 199 sh | 199 | $186.1K | 0.20% | +2.6% |
| 4054 | Quest 10 Wealth Builders#4054 · 198 sh | 198 | $184.9K | 0.14% | 0.0% |
| 4055 | Mosley Wealth Management#4055 · 194 sh | 194 | $181.8K | — | -38.0% |
| 4056 | 10Elms LLP#4056 · 194 sh | 194 | $181.5K | 0.08% | +27.6% |
| 4057 | First Bancorp#4057 · 194 sh | 194 | $181.5K | — | New |
| 4058 | Curat Global#4058 · 189 sh | 189 | $178.9K | — | 0.0% |
| 4059 | Clark Wealth Partners#4059 · 190 sh | 190 | $178.1K | — | 0.0% |
| 4060 | James T. Borello RIA#4060 · 190 sh | 190 | $177.7K | — | +1.6% |
| 4061 | Addison Advisors#4061 · 187 sh | 187 | $175.4K | 0.08% | -49.5% |
| 4062 | Cornerstone Planning Group#4062 · 188 sh | 188 | $174.2K | — | -15.7% |
| 4063 | Financial Network Wealth Advisors#4063 · 182 sh | 182 | $170.6K | 0.17% | -9.5% |
| 4064 | Graney & King#4064 · 180 sh | 180 | $168.5K | 0.06% | +4.0% |
| 4065 | ESSEX INVESTMENT MANAGEMENT#4065 · 180 sh | 180 | $168.4K | — | 0.0% |
| 4066 | PALLADIEM#4066 · 177 sh | 177 | $166.0K | 0.16% | -23.7% |
| 4067 | CONSULTIVA WEALTH MANAGEMENT#4067 · 173 sh | 173 | $161.8K | 0.36% | 0.0% |
| 4068 | Wilkerson Advisory Group#4068 · 171 sh | 171 | $160.0K | — | +2.4% |
| 4069 | Pioneer Family Office#4069 · 170 sh | 170 | $159.0K | 0.08% | 0.0% |
| 4070 | DHJJ Financial Advisors, Ltd.#4070 · 167 sh | 167 | $155.8K | — | +51.8% |
| 4071 | Strengthening Families & Communities#4071 · 167 sh | 167 | $155.8K | — | +4.4% |
| 4072 | Rachor Investment Advisory Services#4072 · 160 sh | 160 | $150.1K | 0.07% | -1.8% |
| 4073 | Kemnay Advisory Services#4073 · 160 sh | 160 | $149.7K | 0.02% | +8.8% |
| 4074 | Timbuktu Capital Management#4074 · 160 sh | 160 | $149.7K | 0.23% | — |
| 4075 | Jones Collombin Investment Counsel#4075 · 150 sh | 150 | $149.5K | 0.05% | 0.0% |
| 4076 | Measured Wealth Private Client Group#4076 · 158 sh | 158 | $147.8K | 0.04% | 0.0% |
| 4077 | SECURITY NATIONAL BANK OF SO DAK#4077 · 158 sh | 158 | $147.8K | 0.07% | -66.6% |
| 4078 | Bravera Wealth#4078 · 158 sh | 158 | $147.8K | 0.06% | -6.5% |
| 4079 | Jackson, Grant Investment Advisers#4079 · 157 sh | 157 | $146.9K | 0.05% | 0.0% |
| 4080 | Atlantic Edge Private Wealth Management#4080 · 156 sh | 156 | $145.9K | — | -3.7% |
| 4081 | Essential Partners#4081 · 155 sh | 155 | $145.0K | — | -42.8% |
| 4082 | Kingdom Financial Group#4082 · 153 sh | 153 | $143.6K | 0.04% | +86.6% |
| 4083 | Migdal Insurance & Financial Ltd.#4083 · 153 sh | 153 | $143.1K | <0.01% | 0.0% |
| 4084 | Hilton Head Capital Partners#4084 · 153 sh | 153 | $143.1K | — | -3.8% |
| 4085 | Cornerstone Financial Management#4085 · 152 sh | 152 | $142.2K | 0.11% | +16.0% |
| 4086 | Richardson Capital Management#4086 · 151 sh | 151 | $141.4K | — | 0.0% |
| 4087 | Munich Reinsurance Stock in Munich#4087 · 151 sh | 151 | $141.3K | <0.01% | New |
| 4088 | COHEN & STEERS#4088 · 150 sh | 150 | $140.0K | <0.01% | 0.0% |
| 4089 | Fedenia Advisers#4089 · 141 sh | 141 | $131.9K | — | New |
| 4090 | Harbor Asset Planning#4090 · 138 sh | 138 | $129.1K | — | 0.0% |
| 4091 | OLD POINT & FINANCIAL SERVICES N A#4091 · 138 sh | 138 | $129.1K | 0.04% | 0.0% |
| 4092 | CDKV#4092 · 137 sh | 137 | $128.4K | 0.10% | 0.0% |
| 4093 | Longview Financial Advisors#4093 · 137 sh | 137 | $128.2K | 0.06% | -30.1% |
| 4094 | Miller Global Investments#4094 · 135 sh | 135 | $126.3K | — | +32.4% |
| 4095 | Joseph Group Capital Management#4095 · 134 sh | 134 | $125.4K | 0.03% | -3.6% |
| 4096 | Boreal Capital Management#4096 · 134 sh | 134 | $125.4K | 0.09% | -33.0% |
| 4097 | Graticule Asia Macro Advisors#4097 · 131 sh | 131 | $122.5K | <0.01% | New |
| 4098 | New England Capital Financial Advisors#4098 · 131 sh | 131 | $122.4K | 0.03% | 0.0% |
| 4099 | Adalta Capital Management#4099 · 130 sh | 130 | $121.6K | 0.05% | -3.7% |
| 4100 | Cypress Capital#4100 · 130 sh | 130 | $121.6K | — | New |
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.