COST · News · 20261019N

Institutional Ownership Changes

COSTCO WHOLESALE CORP /NEW · 2026-10-19 · Importance 29 · Surprise 38

IFP Advisors increased its Costco stake by 43.4% in the third quarter to 42,484 shares valued at approximately $38.7 million. First Bank & Trust reduced its position by 26.3%, selling 1,633 shares and retaining 4,577 shares valued at $4.17 million. Jackson Square Capital reduced its stake by 40.2%, while Baskin Financial Services cut its holdings by 2.0% to 61,712 shares valued at $56.2 million.

Key facts

• IFP Advisors Inc increased its stake in Costco by 43.4% in the third quarter to 42,484 shares valued at approximately $38.7 million. source
• First Bank & Trust reduced its stake in Costco by 26.3% in the third quarter, selling 1,633 shares and retaining 4,577 shares valued at $4.17 million. source
• Baskin Financial Services Inc reduced its stake in Costco by 2.0% in the third quarter, selling 1,246 shares and still holding 61,712 shares valued at $56.2 million. source
• Institutional investors collectively own 68.48% of Costco. source