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。
2023 年第 2 季 13F 持有人
Costco Wholesale Corp 在 2023/6/30 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
- 3,041
- 較 2023 年第 1 季 +124 家
- 持有股數
- 3.01 億
- 較 2023 年第 1 季 −4,793 萬 (−13.7%)
- 總市值
- $1,620 億
- 較 2023 年第 1 季 +$128.9 億 (+8.6%)
- 新進機構
- 216
- 另有 1,233 家加碼
- 清倉機構
- 92
- 另有 1,144 家減碼
另有 26 家機構在 2023 年第 1 季持有、還沒有申報 2023 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 | 4,274 | $3,115 億 |
| 2025 年第 4 季 | 4,138 | $2,720 億 |
| 2025 年第 3 季 | 3,941 | $2,744 億 |
| 2025 年第 2 季 | 4,011 | $3,023 億 |
| 2025 年第 1 季 | 3,952 | $2,878 億 |
| 2024 年第 4 季 | 3,941 | $2,796 億 |
| 2024 年第 3 季 | 3,590 | $2,667 億 |
| 2024 年第 2 季 | 3,526 | $2,583 億 |
| 2024 年第 1 季 | 3,419 | $2,220 億 |
| 2023 年第 4 季 | 3,343 | $2,010 億 |
| 2023 年第 3 季 | 3,077 | $1,699 億 |
| 2023 年第 2 季 | 3,041 | $1,620 億 |
| 2023 年第 1 季 | 2,943 | $1,492 億 |
| 2022 年第 4 季 | 2,938 | $1,372 億 |
| 2022 年第 3 季 | 2,825 | $1,416 億 |
| 2022 年第 2 季 | 2,784 | $1,434 億 |
| 2022 年第 1 季 | 2,862 | $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 |
2023 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 2023 年第 1 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| EPG Wealth Management LLC | 4,095 | $220.5 萬 | 0.65% | +216+5.6% | 加碼 |
| Analyst IMS Investment Management Services Ltd. | 4,167 | $221.6 萬 | 0.15% | +10.0% | 加碼 |
| Horan Securities, Inc. | 4,131 | $222.4 萬 | 0.94% | +924+28.8% | 加碼 |
| AlphaStar Capital Management, LLC | 4,133 | $222.5 萬 | 0.25% | −34−0.8% | 減碼 |
| Insigneo Advisory Services, LLC | 4,145 | $223.2 萬 | 0.43% | +569+15.9% | 加碼 |
| Moser Wealth Advisors, LLC | 4,145 | $223.2 萬 | 1.50% | +4,145 | 新進 |
| Keystone Wealth Services, LLC | 4,150 | $223.4 萬 | 0.83% | +62+1.5% | 加碼 |
| MTM Investment Management, LLC | 4,158 | $223.9 萬 | 1.09% | 00.0% | 不變 |
| Blodgett Wealth Advisors, LLC | 4,168 | $224.4 萬 | 2.33% | +10.0% | 加碼 |
| Semper Augustus Investments Group LLC大師Semper Augustus | 4,172 | $224.6 萬 | 0.53% | −97−2.3% | 減碼 |
| CIC Wealth, LLC | 4,183 | $225.2 萬 | 0.78% | −143−3.3% | 減碼 |
| Prosperity Consulting Group, LLC | 4,188 | $225.5 萬 | 1.39% | −91−2.1% | 減碼 |
| TCWP LLC | 4,198 | $226.0 萬 | 0.48% | −75−1.8% | 減碼 |
| Boothbay Fund Management, LLC | 4,198 | $226.0 萬 | 0.08% | +2,342+126.2% | 加碼 |
| Westwood Management Corp | 4,200 | $226.1 萬 | 0.29% | −700−14.3% | 減碼 |
| First Bank & Trust | 4,217 | $227.0 萬 | 0.58% | +548+14.9% | 加碼 |
| GSB Wealth Management, LLC | 4,249 | $228.8 萬 | 0.74% | +340+8.7% | 加碼 |
| Laidlaw Wealth Management LLC | 4,253 | $229.0 萬 | 0.45% | −267−5.9% | 減碼 |
| Wambolt & Associates, LLC | 4,260 | $229.4 萬 | 0.82% | +375+9.7% | 加碼 |
| Capital Investment Advisory Services, LLC | 4,273 | $230.0 萬 | 0.23% | −167−3.8% | 減碼 |
| Mirador Capital Partners LP | 4,281 | $230.5 萬 | 0.55% | −6−0.1% | 減碼 |
| Hudson Canyon Capital Management | 4,287 | $230.8 萬 | 1.82% | −136−3.1% | 減碼 |
| JGP Wealth Management, LLC | 4,288 | $230.9 萬 | 0.38% | +98+2.3% | 加碼 |
| Investment Research & Advisory Group, Inc. | 4,291 | $231.0 萬 | 1.35% | −104−2.4% | 減碼 |
| Aj Wealth Strategies, LLC | 4,294 | $231.2 萬 | 0.11% | +40+0.9% | 加碼 |
| Forum Financial Management, LP | 4,295 | $231.3 萬 | 0.05% | −1,899−30.7% | 減碼 |
| Benedetti & Gucer, Inc. | 4,306 | $231.8 萬 | 1.19% | +10.0% | 加碼 |
| Archford Capital Strategies, LLC | 4,111 | $231.9 萬 | 0.44% | +517+14.4% | 加碼 |
| Kistler-Tiffany Companies, LLC | 4,329 | $233.1 萬 | 0.38% | −5−0.1% | 減碼 |
| MMBG Investment Advisors Co. | 4,396 | $234.2 萬 | 0.28% | +1,300+42.0% | 加碼 |
| Caliber Wealth Management, LLC | 4,350 | $234.2 萬 | 1.57% | +82+1.9% | 加碼 |
| AMG National Trust Bank | 4,359 | $234.7 萬 | 0.08% | +20.0% | 加碼 |
| Lakeview Capital Partners, LLC | 4,359 | $234.7 萬 | 0.44% | +1,280+41.6% | 加碼 |
| Dohj, LLC | 4,370 | $235.3 萬 | 1.01% | +64+1.5% | 加碼 |
| Martin Capital Advisors, LLP | 4,378 | $235.7 萬 | 2.16% | +48+1.1% | 加碼 |
| Glen Eagle Advisors, LLC | 4,383 | $235.9 萬 | 0.54% | +293+7.2% | 加碼 |
| Oak Asset Management, LLC | 4,383 | $236.0 萬 | 0.98% | +102+2.4% | 加碼 |
| Patrick Mauro Investment Advisor, INC. | 4,392 | $236.5 萬 | 1.46% | −14−0.3% | 減碼 |
| Coastal Investment Advisors, Inc. | 4,397 | $236.7 萬 | 0.52% | −237−5.1% | 減碼 |
| Qtron Investments LLC | 4,400 | $236.9 萬 | 0.45% | 00.0% | 不變 |
| Columbia Asset Management | 4,402 | $237.0 萬 | 0.51% | −4−0.1% | 減碼 |
| Monetary Management Group Inc | 4,410 | $237.4 萬 | 0.73% | −800−15.4% | 減碼 |
| Peak Asset Management, LLC | 4,422 | $238.1 萬 | 0.55% | −25−0.6% | 減碼 |
| Stokes Family Office, LLC | 4,428 | $238.4 萬 | 0.28% | +85+2.0% | 加碼 |
| Oxford Financial Group Ltd | 4,443 | $239.2 萬 | 0.23% | +1,173+35.9% | 加碼 |
| CoreCap Advisors, LLC | 4,464 | $240.4 萬 | 0.17% | +4,464 | 新進 |
| BFT Financial Group, LLC | 4,468 | $240.5 萬 | 0.27% | +79+1.8% | 加碼 |
| Financial Insights, Inc. | 4,485 | $241.5 萬 | 0.89% | +85+1.9% | 加碼 |
| Garrison Point Advisors, LLC | 4,491 | $241.8 萬 | 1.74% | −52−1.1% | 減碼 |
| Peak Financial Advisors LLC | 4,492 | $241.8 萬 | 1.90% | +961+27.2% | 加碼 |
| Ameliora Wealth Management Ltd. | 4,493 | $241.9 萬 | 1.49% | 00.0% | 不變 |
| Nichols & Pratt Advisers LLP | 4,497 | $242.1 萬 | 0.18% | +755+20.2% | 加碼 |
| Monetta Financial Services Inc | 4,500 | $242.3 萬 | 2.37% | 00.0% | 不變 |
| Pinnacle Wealth Management Advisory Group, LLC | 4,519 | $243.3 萬 | 0.30% | +204+4.7% | 加碼 |
| Cognios Beta Neutral Large Cap Fund, LP | 4,537 | $244.3 萬 | 2.84% | −527−10.4% | 減碼 |
| Capstone Triton Financial Group, LLC | 4,539 | $244.4 萬 | 1.68% | +181+4.2% | 加碼 |
| Saturna Capital CORP | 4,543 | $244.6 萬 | 0.04% | 00.0% | 不變 |
| Choate Investment Advisors | 4,543 | $244.6 萬 | 0.10% | +729+19.1% | 加碼 |
| Belpointe Asset Management LLC | 4,544 | $244.7 萬 | 0.26% | −8,132−64.2% | 減碼 |
| Intrust Bank NA | 4,570 | $246.0 萬 | 0.30% | −19−0.4% | 減碼 |
| Elmwood Wealth Management, Inc. | 4,573 | $246.2 萬 | 1.15% | −618−11.9% | 減碼 |
| Highview Capital Management LLC | 4,586 | $246.9 萬 | 1.33% | +158+3.6% | 加碼 |
| Snider Financial Group | 4,593 | $247.3 萬 | 1.18% | +2,417+111.1% | 加碼 |
| Ronald Blue Trust, Inc. | 4,989 | $247.9 萬 | 0.04% | −833−14.3% | 減碼 |
| Sheets Smith Wealth Management | 4,613 | $248.4 萬 | 0.36% | +19+0.4% | 加碼 |
| River Wealth Advisors LLC | 4,617 | $248.6 萬 | 0.42% | +426+10.2% | 加碼 |
| AdvisorNet Financial, Inc | 4,639 | $249.8 萬 | 0.21% | +342+8.0% | 加碼 |
| Grassi Investment Management | 4,640 | $249.8 萬 | 0.27% | −329−6.6% | 減碼 |
| J.W. Cole Advisors, Inc. | 4,641 | $249.9 萬 | 0.18% | −1,808−28.0% | 減碼 |
| Darwin Advisors, LLC | 4,720 | $250.0 萬 | 0.64% | +927+24.4% | 加碼 |
| Old Second National Bank of Aurora | 4,652 | $250.5 萬 | 0.72% | −90−1.9% | 減碼 |
| Connor, Clark & Lunn Investment Management Ltd. | 4,659 | $250.8 萬 | 0.01% | −117,784−96.2% | 減碼 |
| Capital Advisors Wealth Management, LLC | 4,674 | $251.6 萬 | 0.64% | +647+16.1% | 加碼 |
| FDx Advisors, Inc. | 4,688 | $252.4 萬 | 0.14% | +2,330+98.8% | 加碼 |
| Deltec Asset Management LLC | 4,700 | $253.0 萬 | 0.55% | +200+4.4% | 加碼 |
| Continuum Advisory, LLC | 4,705 | $253.3 萬 | 0.40% | +143+3.1% | 加碼 |
| NVWM, LLC | 4,720 | $254.1 萬 | 0.83% | +50+1.1% | 加碼 |
| Scholtz & Company, LLC | 4,746 | $255.5 萬 | 1.60% | +1,014+27.2% | 加碼 |
| Paragon Advisors, LLC | 4,756 | $256.0 萬 | 0.83% | −69−1.4% | 減碼 |
| Forefront Wealth Management Inc. | 4,758 | $256.2 萬 | 3.39% | −36−0.8% | 減碼 |
| Financial Advisory Service, Inc. | 4,760 | $256.3 萬 | 0.32% | +378+8.6% | 加碼 |
| AlphaCore Capital LLC | 4,764 | $256.5 萬 | 0.41% | +386+8.8% | 加碼 |
| SageView Advisory Group, LLC | 4,803 | $258.6 萬 | 0.14% | +615+14.7% | 加碼 |
| Condor Capital Management | 4,812 | $259.1 萬 | 0.31% | +8+0.2% | 加碼 |
| Alta Wealth Advisors LLC | 4,813 | $259.1 萬 | 1.52% | −33−0.7% | 減碼 |
| Meiji Yasuda Life Insurance Co | 4,823 | $259.7 萬 | 0.07% | +409+9.3% | 加碼 |
| Kempen Capital Management N.V. | 4,841 | $260.6 萬 | 0.05% | −281−5.5% | 減碼 |
| S.A. Mason LLC | 5,252 | $260.9 萬 | 1.89% | 00.0% | 不變 |
| Duff & Phelps Investment Management Co | 4,849 | $261.1 萬 | 0.03% | 00.0% | 不變 |
| International Assets Investment Management, LLC | 4,870 | $262.2 萬 | 0.36% | −325−6.3% | 減碼 |
| Wayfinding Financial, LLC | 4,680 | $263.6 萬 | 1.83% | −47−1.0% | 減碼 |
| Odey Asset Management LLP | 4,897 | $263.6 萬 | 0.97% | +4,897 | 新進 |
| Beaumont Financial Advisors, LLC | 4,906 | $264.1 萬 | 0.25% | +67+1.4% | 加碼 |
| SOL Capital Management CO | 4,912 | $264.5 萬 | 0.40% | −20−0.4% | 減碼 |
| Sittner & Nelson, LLC | 4,921 | $264.9 萬 | 1.46% | +12+0.2% | 加碼 |
| XML Financial, LLC | 4,934 | $265.7 萬 | 0.31% | +199+4.2% | 加碼 |
| Forza Wealth Management, LLC | 4,935 | $265.7 萬 | 1.34% | +70+1.4% | 加碼 |
| Freedom Day Solutions, LLC | 4,945 | $266.2 萬 | 1.18% | +43+0.9% | 加碼 |
| Rational Advisors LLC | 4,949 | $266.4 萬 | 0.22% | +1,055+27.1% | 加碼 |
| Oversea-Chinese Banking CORP Ltd | 4,950 | $266.5 萬 | 0.13% | +476+10.6% | 加碼 |