COST · News · 20260912N

Institutional Ownership Changes

COSTCO WHOLESALE CORP /NEW · 2026-09-12 · Importance 31 · Surprise 46

Meadowbrook Wealth Management reduced its Costco position by 82.1%, selling 1,305 shares and retaining 285 shares. Concurrent Investment Advisors increased its stake by 15.0% in the second quarter to 22,766 shares after acquiring 2,974 shares. NEOS Investment Management purchased 23,216 shares, increasing its holdings by 7.5% to 330,824 shares.

Key facts

• Concurrent Investment Advisors LLC lifted its stake in Costco Wholesale Corporation by 15.0% in the second quarter. source
• NEOS Investment Management LLC increased its holdings in Costco Wholesale Corporation by 7.5% during the undefined quarter. source
• After acquiring an additional 2,974 shares during the quarter, Concurrent Investment Advisors LLC owned 22,766 shares of Costco Wholesale Corporation. source
• After purchasing an additional 23,216 shares during the quarter, NEOS Investment Management LLC owned 330,824 shares of Costco Wholesale Corporation. source