COST · News · 20260907N

Institutional Ownership Changes

COSTCO WHOLESALE CORP /NEW · 2026-09-07 · Importance 28 · Surprise 46

Institutional investors collectively owned 68.48% of Costco, with multiple firms initiating or expanding positions during the second quarter. Jefferies purchased 54,676 shares valued at approximately $51.15 million, while Empowered Funds bought 100,519 shares valued at approximately $94.03 million. BNP Paribas increased its position 523.4% to 2,107 shares worth approximately $1.996 million, while Strive Financial Group reduced its stake 73.4% to 530 shares valued at approximately $496,000. Wellington Management reduced its position 2.8%, selling 5,751 shares while retaining 197,558 shares valued at approximately $184.8 million.

Key facts

• Strive Financial Group LLC reduced its stake in Costco by 73.4% in the second quarter, selling 1,460 shares and ending with 530 shares valued at $496,000. source
• Brasada Capital Management LP purchased 13,385 shares of Costco valued at $12.52 million during the second quarter. source
• Equitable Holdings Inc. acquired 44,508 shares of Costco valued at approximately $41.6 million. source
• Pure Financial Advisors LLC acquired 10,000 shares of Costco valued at approximately $9.36 million in the second quarter. source
• Old North State Trust LLC acquired 4,176 shares of Costco valued at approximately $3.91 million. source
• Redwood Investment Management LLC acquired 1,998 shares of Costco valued at approximately $1.87 million. source
• Triton Financial Group Inc purchased 4,101 shares of Costco valued at approximately $3.84 million. source
• A Costco director sold 885 shares for over $847,000, reducing their direct ownership by 15.62%. source