COST · News · 20260915N

Institutional Ownership Changes

COSTCO WHOLESALE CORP /NEW · 2026-09-15 · Importance 28 · Surprise 46 · In source text

Waverly Advisors increased its Costco stake by 79.2% in the second quarter, purchasing 38,723 shares and reaching 87,623 shares valued at $81.97 million. Integrated Wealth Concepts increased its position by 35.2%, while Kranot Hishtalmut Le Morim Tichoniim more than doubled its holdings by 119.7%. IFP Advisors reduced its position by 4.1%, and Sterling Investment Advisors cut its holdings by 7.7% after selling 727 shares.

Key facts

• Connective Capital Management LLC increased its stake in Costco by 1,790.1% in the second quarter, making it the fund's 10th largest position. source
• Waverly Advisors LLC increased its stake in Costco by 79.2% in the second quarter, acquiring an additional 38,723 shares and bringing its total holdings to 87,623 shares valued at $81.97 million. source
• Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD increased its Costco holdings by 119.7% in the second quarter, owning 8,670 shares after acquiring an additional 4,723 shares. source
• Connective Capital Management LLC reported that Costco declared a quarterly dividend of $1.47 per share. source
• Integrated Wealth Concepts LLC raised its stake in Costco by 35.2% during the second quarter and owned 34,598 shares after purchasing an additional 9,006 shares. source
• NorthRock Partners LLC increased its position in Costco by 11.3%, owning 8,525 shares after buying an additional 865 shares during the period. source
• IFP Advisors Inc cut its stake in Costco by 4.1% in the second quarter, owning 29,628 shares after selling 1,256 shares during the period. source
• Sterling Investment Advisors Ltd. reduced its Costco holdings by 7.7% in the second quarter, selling 727 shares and owning 8,656 shares after the sale. source

Impact estimates