COST · News · 20261018N

Institutional Ownership Changes

COSTCO WHOLESALE CORP /NEW · 2026-10-18 · Importance 18 · Surprise 30

USA Financial Formulas acquired 2,037 Costco shares valued at approximately $1.85 million. Vontobel Holding increased its Costco stake by 25.8% in the third quarter through the purchase of 18,062 additional shares. Vontobel held 88,048 shares valued at $80.2 million, while institutional investors collectively owned 68.48% of Costco stock.

Key facts

• Vontobel Holding Ltd. increased its stake in Costco Wholesale Corporation by 25.8% in the third quarter, acquiring 18,062 additional shares to hold a total of 88,048 shares valued at $80.2 million. source
• USA Financial Formulas has acquired a new position of 2,037 shares in Costco Wholesale Corporation, valued at approximately $1.85 million, making it their 19th largest holding. source
• Institutional investors collectively own 68.48% of Costco's stock. source