COST · News · 20260816N

Institutional Ownership Changes

COSTCO WHOLESALE CORP /NEW · 2026-08-16 · Importance 33 · Surprise 46

Atria Investments reduced its Costco stake by 5.0% during the quarter, selling 607 shares and retaining 11,636 shares. Ascentis Wealth Management increased its position by 15,259.1% in the second quarter by purchasing 367,744 shares, bringing its holdings to 370,154 shares. Baldwin Investment Management increased its stake by 28.4%, while Erste Asset Management purchased 7,007 additional shares, increasing its position by 42.2% to 23,609 shares valued at $22.297 million. Institutional investors collectively held 68.48% of Costco shares, indicating substantial institutional ownership despite divergent position changes.

Key facts

• Erste Asset Management GmbH increased its stake in Costco Wholesale Corporation by 42.2% in the second quarter, purchasing an additional 7,007 shares. source
• Atria Investments Inc cut its stake in shares of Costco Wholesale Corporation by 5.0% in the undefined quarter. source
• After selling 607 shares during the quarter, Atria Investments Inc owned 11,636 shares of Costco Wholesale Corporation. source
• Erste Asset Management GmbH now owns 23,609 shares of Costco valued at $22.297 million. source
• Institutional ownership of Costco was reported at 68.48%. source