COST · News · 20260914N

Institutional Ownership Changes

COSTCO WHOLESALE CORP /NEW · 2026-09-14 · Importance 13 · Surprise 24

Bank of America acquired 7,249,774 Costco shares valued at approximately $6.78 billion, representing 1.63% of Costco’s outstanding stock. Virginia Retirement Systems purchased 62,907 shares worth about $58.85 million, while Trans Canada Capital acquired 22,588 shares valued at approximately $21.13 million. Other institutional investors reported both increases and reductions in Costco positions during the second quarter, indicating substantial portfolio reallocation around the company.

Key facts

• California State Teachers Retirement System owned 631,103,610 shares of Costco after purchasing an additional 630,416,468 shares, raising its stake in Costco by 91,744.7% during the undefined quarter. source
• Kintra Wealth LLC raised its position in Costco by 50.7%, owning 4,382 shares after purchasing an additional 1,474 shares in the second quarter. source
• Groupe la Francaise owned 53,335 shares of Costco after buying an additional 8,338 shares, lifting its holdings by 18.5% in the undefined quarter. source
• VIRGINIA RETIREMENT SYSTEMS ET Al purchased a new position of 62,907 shares in Costco valued at approximately $58.85 million. source
• Trans Canada Capital Inc. acquired 22,588 shares of Costco in the second quarter, valued at approximately $21,130,000. source
• HighTower Advisors LLC raised its holdings in Costco by 3.1%, owning 448,285 shares after purchasing an additional 13,371 shares during the undefined quarter. source
• Corient Private Wealth LP trimmed its holdings in Costco by 0.6%, owning 754,706 shares after selling 4,280 shares during the quarter. source
• Formuepleje A S bought a new position of 2,237 shares in Costco in the second quarter, valued at approximately $2,093,000. source