COST · News · 20260808N

Institutional Ownership Changes

COSTCO WHOLESALE CORP /NEW · 2026-08-08 · Importance 8 · Surprise 14

Gradient Investments increased its Costco stake by 9% during the second quarter. Gradient held 27,585 shares valued at $25.8 million after the increase. Chesley Taft & Associates reduced its Costco stake by 1.8% in the second quarter to 66,032 shares valued at approximately $61.8 million, representing about 2.4% of its investment portfolio.

Key facts

• Gradient Investments LLC increased its stake in Costco Wholesale Corporation by 9% in the second quarter, bringing its total holdings to 27,585 shares valued at $25.8 million. source
• Chesley Taft & Associates LLC has reduced its stake in Costco Wholesale Corporation by 1.8% in the second quarter, now holding 66,032 shares valued at approximately $61.8 million. source