COST · News · 20260913N

Institutional Ownership Changes

COSTCO WHOLESALE CORP /NEW · 2026-09-13 · Importance 9 · Surprise 6

Multiple institutional investors disclosed new or increased Costco positions during the second quarter through SEC filings. Maloon Powers Pitre Higgins and Dennehy acquired approximately $4.37 million of shares, Compass Financial Management bought approximately $4.50 million, MW Advisory invested approximately $1.51 million, Old Mission invested approximately $0.98 million, and Markowski Investments purchased approximately $2.12 million. Saudi Central Bank increased its stake by 89.6% to 31,056 shares valued at approximately $29.05 million, while institutional and hedge-fund ownership was reported at 68.48%.

Key facts

• Saudi Central Bank increased its stake in Costco Wholesale Corporation by 89.6% during the second quarter, bringing its total holdings to 31,056 shares valued at $29.05 million. source
• Maloon Powers Pitre Higgins and Dennehy LLC acquired 4,667 shares of Costco Wholesale Corporation during the second quarter, valued at approximately $4,366,000. source
• NBH Bank bought 662 shares of Costco Wholesale Corporation during the second quarter, valued at approximately $619,000. source
• MW Advisory LLC acquired 1,617 shares of Costco Wholesale Corporation during the second quarter, valued at approximately $1.51 million. source
• Old Mission Investment Co LLC acquired 1,045 shares of Costco Wholesale Corporation in the second quarter, valued at approximately $978,000. source
• Markowski Investments purchased 2,265 shares of Costco Wholesale Corporation, valued at approximately $2,119,000, according to its most recent 13F filing. source
• Compass Financial Management LLC acquired 4,787 shares of Costco Wholesale Corporation during the second quarter, valued at approximately $4,502,000. source
• Hedge funds and institutional investors collectively own 68.48% of Costco Wholesale Corporation. source