2026-07-08
No AI summary for this filing type
View Full Filing (SEC EDGAR)COST
COST 13F Investor Activity Report
Costco Wholesale CORP
+$37.8B
Net Activity
Institutions Holding
4216
Popularity Rank
#18
Avg Weight
0.74%
Total Value
$313.4B
Ownership Trend
4216 institutions currently hold COST, with 2043 net buyers and 1739 net sellers this quarter.
Institutional Moves
Institutional Moves (Q1 2026)
Neutral
Based on recent trading activity
Net Selling Institutions
1739
Net Buying Institutions
2043
Key Holders
Key Holders
Top 5 by Value
Quarterly Activity
Recent Activity
+$160.7B
Total Buy Value
$116.3B
Total Sell Value
New buy255
Trim1608
Add1788
Sold out131
2043
Net Buyers
1739
Net Sellers
Game Theory Scenarios
Bullish— Smart Money Convergence
Costco Institutional Wave Overrides Insider Selling
Signal Basis
In Q1 2026, institutional holders boosted net value by $37.8B; net buyers (2,042) exceeded sellers (1,739) by 303, with 255 new fund entries against 131 exits. Insider sales totaled only $4.8M over 90 days with zero buys, a negligible counter-signal.
Confirmation
A further increase in institutional weight or a turn to insider buying would reinforce this bullish call.
Invalidation Risk
A surge in insider selling or institutional net distribution would invalidate this view.
These scenarios are AI-generated from public SEC filings and describe historical patterns only. They are not a recommendation to buy or sell this stock.
Insider Trading (Form 4)
90d confidence
0
unique buyers
—
buy value
data as of 2026-07-17
12-Month Buy/Sell Activity
Mar 25
Jul 25
Oct 25
Jan 26
BuySell
| Action | Insider | Date | Value |
|---|---|---|---|
| Sell | Adamo Claudine | 2026-03-09 | $732K |
| Sell | Jones Teresa A. | 2026-01-21 | $838K |
| Sell | DECKER SUSAN L | 2026-01-16 | $437K |
| Sell | Klauer James C | 2026-01-14 | $1.41M |
| Sell | Miller Russell D | 2026-01-09 | $1.37M |
| Sell | POLIT JAVIER | 2025-12-30 | $482K |
| Sell | POLIT JAVIER | 2025-12-29 | $1.78M |
| Sell | Wilcox William Richard | 2025-11-07 | $2.23M |
Form 144 Pre-Sale Notices
3
Filings (90d)
$2.82M
Total Est. Value
3K shares
Planned Shares
Last Filed 2026-06-23
| Filer | Filing Date | Est. Value |
|---|---|---|
| DENMAN KENNETH D | 2026-06-23 | $847K |
| Callans Patrick J | 2026-06-12 | $973K |
| Callans Patrick J | 2026-06-05 | $995K |
Form 144 is a planned sale notice, not an executed transaction. Form 144 Tracker。
Beneficial Ownership (13D/13G)
No Schedule 13D/13G filings for this ticker
Material Events (8-K)
FAQ
Who are the top institutional investors holding COSTCO WHOLESALE CORP (COST)?
Major stakeholders currently include BlackRock, Inc. ($34.8B), Vanguard Capital Management LLC ($28.7B), State Street CORP ($18.1B). Based on the latest 13F filings, there are a total of 4216 tracked investment funds and institutions maintaining positions in COST.
What is the overall institutional sentiment toward COST recently?
Institutional sentiment appears Bullish (Net Buying). During the most recent reporting quarter, the stock experienced a net inflow of $37.8B, driven by 2043 managers accumulating shares while 1739 reduced their exposure.
Which institutions have been selling or reducing their COST positions?
In the latest period, 1608 funds trimmed their holdings, and 131 managers completely exited their positions. The aggregate reported sell value was $116.3B.
Are there any notable investors adding COST to their portfolios?
Yes, buying activity remains notable. 255 institutions opened new positions in {ticker}, and 1788 existing holders added to their shares. The total reported buy value for the quarter amounted to $160.7B.
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