Costco Wholesale Corp
COST- 交易所
- Nasdaq
- 產業
- Retail-Variety Stores
- SEC CIK
- 0000909832
近 90 天，Costco Wholesale Corp 內部人申報 0 筆公開市場買進、2 筆賣出；2026 年第 2 季末有 4,261 家機構在 13F 申報持有，市值合計 $3,018 億；馬克爾集團、Gardner Russo & Quinn等 4 位大師持有。
2021 年第 2 季 13F 持有人
Costco Wholesale Corp 在 2021/6/30 季末的機構持股。管理 1 億美元以上美股的機構，每季結束後 45 天內要用 13F 申報多頭部位。13F 是什麼
- 持有機構
- 2,394
- 較 2021 年第 1 季 +67 家
- 持有股數
- 3.01 億
- 較 2021 年第 1 季 +665.0 萬 (+2.3%)
- 總市值
- $1,190 億
- 較 2021 年第 1 季 +$154.0 億 (+14.9%)
- 新進機構
- 158
- 另有 1,045 家加碼
- 清倉機構
- 91
- 另有 838 家減碼
另有 32 家機構在 2021 年第 1 季持有、還沒有申報 2021 年第 2 季 13F：沒申報不算清倉，也不計入上面的變化。
歷季持有家數與市值
2021 年第 1 季起，每季在 13F 申報持有 COST 的機構家數與合計市值。市值是各季季末的申報市值，也會跟著股價漲跌。
| 季度 | 家數 | 市值 |
|---|---|---|
| 2026 年第 2 季 | 4,261 | $3,018 億 |
| 2026 年第 1 季 | 4,275 | $3,115 億 |
| 2025 年第 4 季 | 4,139 | $2,720 億 |
| 2025 年第 3 季 | 3,942 | $2,744 億 |
| 2025 年第 2 季 | 4,012 | $3,023 億 |
| 2025 年第 1 季 | 3,953 | $2,878 億 |
| 2024 年第 4 季 | 3,942 | $2,796 億 |
| 2024 年第 3 季 | 3,591 | $2,667 億 |
| 2024 年第 2 季 | 3,527 | $2,583 億 |
| 2024 年第 1 季 | 3,420 | $2,220 億 |
| 2023 年第 4 季 | 3,344 | $2,010 億 |
| 2023 年第 3 季 | 3,078 | $1,699 億 |
| 2023 年第 2 季 | 3,042 | $1,620 億 |
| 2023 年第 1 季 | 2,944 | $1,492 億 |
| 2022 年第 4 季 | 2,939 | $1,372 億 |
| 2022 年第 3 季 | 2,826 | $1,416 億 |
| 2022 年第 2 季 | 2,785 | $1,434 億 |
| 2022 年第 1 季 | 2,863 | $1,724 億 |
| 2021 年第 4 季 | 2,823 | $1,702 億 |
| 2021 年第 3 季 | 2,463 | $1,343 億 |
| 2021 年第 2 季 | 2,394 | $1,190 億 |
| 2021 年第 1 季 | 2,359 | $1,041 億 |
2021 年第 2 季持有機構
每家機構持有 Costco Wholesale Corp 的股數、市值與佔組合比重；股數變化跟 2021 年第 1 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Spears Abacus Advisors LLC | 1,873 | $74.1 萬 | 0.05% | 00.0% | 不變 |
| Pacific Wealth Strategies Group, Inc. | 1,873 | $74.1 萬 | 0.28% | +57+3.1% | 加碼 |
| Hourglass Capital, LLC | 1,872 | $74.1 萬 | 0.17% | +100+5.6% | 加碼 |
| Insight Advisors, LLC | 1,732 | $74.3 萬 | 0.23% | −51−2.9% | 減碼 |
| Bender Robert & Associates | 1,883 | $74.5 萬 | 0.21% | +25+1.3% | 加碼 |
| Lumature Wealth Partners, LLC | 1,891 | $74.8 萬 | 0.31% | +189+11.1% | 加碼 |
| NorthRock Partners, LLC | 1,895 | $75.0 萬 | 0.06% | +426+29.0% | 加碼 |
| Peddock Capital Advisors, LLC | 1,747 | $75.1 萬 | 0.26% | 00.0% | 不變 |
| Brandywine Oak Private Wealth LLC | 1,900 | $75.1 萬 | 0.09% | +830+77.6% | 加碼 |
| Tempus Wealth Planning, LLC | 1,898 | $75.1 萬 | 0.50% | +1,898 | 新進 |
| Aurora Private Wealth, Inc. | 1,903 | $75.3 萬 | 0.30% | +250+15.1% | 加碼 |
| Leonteq Securities AG | 1,904 | $75.3 萬 | 0.06% | −3,442−64.4% | 減碼 |
| ARS Wealth Advisors, LLC | 1,918 | $75.9 萬 | 0.14% | 00.0% | 不變 |
| Oakworth Capital, Inc. | 1,934 | $76.5 萬 | 0.08% | +27+1.4% | 加碼 |
| Cobblestone Capital Advisors LLC | 1,942 | $76.8 萬 | 0.05% | +6+0.3% | 加碼 |
| Biltmore Wealth Management, LLC | 1,947 | $77.0 萬 | 0.31% | +107+5.8% | 加碼 |
| Birinyi Associates Inc | 1,950 | $77.2 萬 | 0.27% | −200−9.3% | 減碼 |
| Cardinal Strategic Wealth Guidance | 1,955 | $77.4 萬 | 0.41% | 00.0% | 不變 |
| Moloney Securities Asset Management, LLC | 1,957 | $77.4 萬 | 0.14% | +497+34.0% | 加碼 |
| West Family Investments, Inc. | 1,955 | $77.4 萬 | 0.22% | +1,955 | 新進 |
| Roosevelt Investment Group LLC | 1,960 | $77.6 萬 | 0.05% | −65−3.2% | 減碼 |
| KWB Wealth | 2,203 | $77.7 萬 | 0.15% | 00.0% | 不變 |
| First Bank & Trust | 1,963 | $77.7 萬 | 0.37% | −36−1.8% | 減碼 |
| Elm Advisors, LLC | 1,964 | $77.7 萬 | 0.45% | 00.0% | 不變 |
| CNB Bank | 1,967 | $77.8 萬 | 0.49% | +126+6.8% | 加碼 |
| Deseret Mutual Benefit Administrators | 1,966 | $77.8 萬 | 0.19% | +1,966 | 新進 |
| Pacific Capital Wealth Advisors, Inc | 1,974 | $78.1 萬 | 0.39% | 00.0% | 不變 |
| Ausdal Financial Partners, Inc. | 1,976 | $78.2 萬 | 0.12% | −505−20.4% | 減碼 |
| Smithfield Trust Co | 1,977 | $78.2 萬 | 0.05% | −97−4.7% | 減碼 |
| Burke & Herbert Bank & Trust Co | 1,978 | $78.2 萬 | 0.50% | 00.0% | 不變 |
| Allegheny Financial Group LTD | 1,976 | $78.2 萬 | 0.35% | −2−0.1% | 減碼 |
| Stableford Capital II LLC | 1,978 | $78.3 萬 | 0.37% | +38+2.0% | 加碼 |
| Ironwood Investment Counsel, LLC | 1,982 | $78.4 萬 | 0.21% | −104−5.0% | 減碼 |
| Golden Green, Inc. | 1,985 | $78.5 萬 | 0.60% | −28−1.4% | 減碼 |
| Global Strategic Investment Solutions, LLC | 1,988 | $78.6 萬 | 0.13% | +1+0.1% | 加碼 |
| TrinityPoint Wealth, LLC | 1,991 | $78.8 萬 | 0.16% | +37+1.9% | 加碼 |
| Perkins Coie Trust Co | 1,993 | $78.9 萬 | 0.24% | 00.0% | 不變 |
| Amtrust Financial Services, Inc. | 2,000 | $79.1 萬 | 0.58% | +2,000 | 新進 |
| Sovarnum Capital L.P. | 2,000 | $79.1 萬 | 0.50% | +2,000 | 新進 |
| Cedar Brook Financial Partners, LLC | 2,001 | $79.2 萬 | 0.23% | +58+3.0% | 加碼 |
| Sound View Wealth Advisors Group, LLC | 2,005 | $79.3 萬 | 0.17% | +168+9.1% | 加碼 |
| Vantage Consulting Group Inc | 2,005 | $79.3 萬 | 0.14% | +399+24.8% | 加碼 |
| Vaughan David Investments LLC | 2,012 | $79.6 萬 | 0.02% | +75+3.9% | 加碼 |
| Telemus Capital, LLC | 2,012 | $79.6 萬 | 0.06% | +123+6.5% | 加碼 |
| Intrua Financial, LLC | 1,792 | $79.6 萬 | 0.19% | +353+24.5% | 加碼 |
| South Street Advisors LLC | 2,015 | $79.7 萬 | 0.15% | −5−0.2% | 減碼 |
| Stonebridge Capital Management Inc | 2,015 | $79.7 萬 | 0.29% | 00.0% | 不變 |
| Franklin Street Advisors Inc | 2,025 | $80.1 萬 | 0.07% | 00.0% | 不變 |
| Edge Capital Group, LLC | 2,025 | $80.1 萬 | 0.06% | +195+10.7% | 加碼 |
| Pinnacle Wealth Planning Services, Inc. | 2,029 | $80.3 萬 | 0.20% | +408+25.2% | 加碼 |
| Jupiter Asset Management Ltd | 2,038 | $80.6 萬 | 0.01% | +55+2.8% | 加碼 |
| Transcend Wealth Collective, LLC | 2,045 | $80.7 萬 | 0.12% | +473+30.1% | 加碼 |
| Argent Advisors, Inc. | 2,046 | $81.0 萬 | 0.49% | +154+8.1% | 加碼 |
| Fort Sheridan Advisors LLC | 2,050 | $81.1 萬 | 0.27% | 00.0% | 不變 |
| Viridian Ria, LLC | 0 | $81.2 萬 | 0.19% | 0 | 不變 |
| Financial Insights, Inc. | 2,054 | $81.3 萬 | 0.67% | −100−4.6% | 減碼 |
| Hollencrest Capital Management | 2,056 | $81.3 萬 | 0.07% | −5,867−74.1% | 減碼 |
| Tiedemann Advisors, LLC | 2,056 | $81.4 萬 | 0.03% | +155+8.2% | 加碼 |
| Ambassador Advisors, LLC | 2,061 | $81.6 萬 | 0.16% | −2,770−57.3% | 減碼 |
| Wealth Management Partners, LLC | 2,066 | $81.7 萬 | 0.57% | 00.0% | 不變 |
| Lester Murray Antman dba SimplyRich | 2,065 | $81.7 萬 | 0.38% | +85+4.3% | 加碼 |
| Atticus Wealth Management, LLC | 2,068 | $81.8 萬 | 0.36% | +10.0% | 加碼 |
| Barings LLC | 2,069 | $81.8 萬 | 0.02% | +288+16.2% | 加碼 |
| Bar Harbor Trust Services | 2,078 | $82.2 萬 | 0.26% | +51+2.5% | 加碼 |
| Fort Pitt Capital Group, LLC | 2,088 | $82.6 萬 | 0.03% | +1,345+181.0% | 加碼 |
| LS Investment Advisors, LLC | 2,095 | $82.9 萬 | 0.10% | −11,848−85.0% | 減碼 |
| Global Trust Asset Management, LLC | 2,095 | $82.9 萬 | 0.39% | −13−0.6% | 減碼 |
| 360 Financial, Inc. | 2,099 | $83.1 萬 | 0.43% | −81−3.7% | 減碼 |
| Birmingham Capital Management Co Inc | 2,100 | $83.1 萬 | 0.30% | 00.0% | 不變 |
| Jag Capital Management, LLC | 2,103 | $83.2 萬 | 0.07% | +7+0.3% | 加碼 |
| Ellevest, Inc. | 2,105 | $83.3 萬 | 0.08% | +10.0% | 加碼 |
| Soltis Investment Advisors LLC | 2,110 | $83.5 萬 | 0.13% | +39+1.9% | 加碼 |
| Buckhead Capital Management LLC | 2,113 | $83.6 萬 | 0.19% | −77−3.5% | 減碼 |
| Smith Chas P & Associates Pa Cpas | 2,119 | $83.8 萬 | 0.07% | 00.0% | 不變 |
| Cribstone Capital Management, LLC | 2,123 | $84.0 萬 | 0.51% | +53+2.6% | 加碼 |
| EPG Wealth Management LLC | 2,127 | $84.2 萬 | 0.36% | +53+2.6% | 加碼 |
| Vista Capital Partners, Inc. | 2,131 | $84.3 萬 | 0.12% | +29+1.4% | 加碼 |
| Burney Co | 2,133 | $84.4 萬 | 0.04% | −53−2.4% | 減碼 |
| Gyroscope Capital Management Group, LLC | 2,132 | $84.4 萬 | 0.30% | +35+1.7% | 加碼 |
| Exchange Capital Management, Inc. | 2,142 | $84.8 萬 | 0.16% | 00.0% | 不變 |
| Market Street Wealth Management Advisors LLC | 2,150 | $85.1 萬 | 0.37% | −3−0.1% | 減碼 |
| Cornerstone Advisory, LLC | 2,164 | $85.6 萬 | 0.14% | +206+10.5% | 加碼 |
| Heritage Wealth Advisors | 2,167 | $85.7 萬 | 0.05% | 00.0% | 不變 |
| Northstar Asset Management LLC | 2,176 | $86.1 萬 | 0.23% | −35−1.6% | 減碼 |
| Redhawk Wealth Advisors, Inc. | 2,175 | $86.1 萬 | 0.19% | −13−0.6% | 減碼 |
| Murphy Capital Management Inc | 2,180 | $86.2 萬 | 0.10% | −81−3.6% | 減碼 |
| Ethic Inc. | 2,182 | $86.3 萬 | 0.10% | +69+3.3% | 加碼 |
| KC Investment Advisors, LLC | 2,189 | $86.6 萬 | 0.70% | +62+2.9% | 加碼 |
| Quadrant Capital Group LLC | 2,189 | $86.6 萬 | 0.13% | +104+5.0% | 加碼 |
| SNS Financial Group, LLC | 2,198 | $87.0 萬 | 0.11% | −75−3.3% | 減碼 |
| BCJ Capital Management, LLC | 2,209 | $87.4 萬 | 0.09% | −790−26.3% | 減碼 |
| Johnson Financial Group, Inc. | 2,217 | $87.8 萬 | 0.06% | +243+12.3% | 加碼 |
| Windsor Group LTD | 2,223 | $88.0 萬 | 0.19% | −526−19.1% | 減碼 |
| Trustcore Financial Services, LLC | 2,229 | $88.2 萬 | 0.09% | +28+1.3% | 加碼 |
| Global Wealth Management Investment Advisory, Inc. | 2,232 | $88.3 萬 | 0.29% | +43+2.0% | 加碼 |
| RMR Wealth Builders | 2,238 | $88.5 萬 | 0.29% | −108−4.6% | 減碼 |
| Keudell/Morrison Wealth Management | 2,245 | $88.8 萬 | 0.49% | +10+0.4% | 加碼 |
| Old North State Trust, LLC | 2,247 | $88.9 萬 | 0.67% | −92−3.9% | 減碼 |
| HM Payson & Co | 2,248 | $88.9 萬 | 0.02% | +15+0.7% | 加碼 |
| Modera Wealth Management, LLC | 2,255 | $89.2 萬 | 0.05% | +15+0.7% | 加碼 |