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 4 季 13F 持有人
Costco Wholesale Corp 在 2023/12/31 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
- 3,343
- 較 2023 年第 3 季 +324 家
- 持有股數
- 3.04 億
- 較 2023 年第 3 季 +428.2 萬 (+1.4%)
- 總市值
- $2,010 億
- 較 2023 年第 3 季 +$315.9 億 (+18.6%)
- 新進機構
- 407
- 另有 1,333 家加碼
- 清倉機構
- 83
- 另有 1,218 家減碼
另有 58 家機構在 2023 年第 3 季持有、還沒有申報 2023 年第 4 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 4 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 3 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Main Street Financial Solutions, LLC | 1,763 | $116.4 萬 | 0.15% | +79+4.7% | 加碼 |
| Aaron Wealth Advisors | 1,765 | $116.5 萬 | 0.19% | +152+9.4% | 加碼 |
| Horst & Graben Wealth Management LLC | 1,768 | $116.7 萬 | 0.26% | +3+0.2% | 加碼 |
| Linden Thomas Advisory Services, LLC | 1,768 | $116.7 萬 | 0.22% | +213+13.7% | 加碼 |
| Red Cedar Investment Management, LLC | 1,769 | $116.8 萬 | 0.17% | 00.0% | 不變 |
| Baader Bank INC | 1,786 | $117.3 萬 | 0.10% | +611+52.0% | 加碼 |
| Headlands Technologies LLC | 1,781 | $117.6 萬 | 0.35% | +665+59.6% | 加碼 |
| AlphaStar Capital Management, LLC | 1,781 | $117.6 萬 | 0.11% | +7+0.4% | 加碼 |
| Weaver Consulting Group | 1,782 | $117.6 萬 | 0.48% | +3+0.2% | 加碼 |
| Opinicus Capital, Inc. | 1,784 | $117.7 萬 | 1.20% | +1,784 | 新進 |
| Cedrus LLC | 1,785 | $117.8 萬 | 0.73% | +150+9.2% | 加碼 |
| Ethos Financial Group, LLC | 1,731 | $117.9 萬 | 0.25% | +115+7.1% | 加碼 |
| Norden Group LLC | 1,787 | $117.9 萬 | 0.21% | −102−5.4% | 減碼 |
| Hara Capital LLC | 1,790 | $118.2 萬 | 0.83% | +1,790 | 新進 |
| Consolidated Portfolio Review Corp | 1,790 | $118.2 萬 | 0.27% | +11+0.6% | 加碼 |
| Greenland Capital Management LP | 1,794 | $118.4 萬 | 0.18% | +1,794 | 新進 |
| Redwood Investment Management, LLC | 1,800 | $118.8 萬 | 0.11% | −350−16.3% | 減碼 |
| Wellspring Financial Advisors, LLC | 1,800 | $118.8 萬 | 0.30% | +59+3.4% | 加碼 |
| Sterling Investment Counsel, LLC | 1,802 | $119.0 萬 | 0.61% | −40−2.2% | 減碼 |
| First National Bank of Hutchinson | 1,807 | $119.3 萬 | 0.86% | +2+0.1% | 加碼 |
| Catalyst Financial Partners LLC | 1,807 | $119.3 萬 | 0.34% | +69+4.0% | 加碼 |
| Edge Capital Group, LLC | 1,810 | $119.5 萬 | 0.07% | −31−1.7% | 減碼 |
| BigSur Wealth Management LLC | 1,780 | $120.2 萬 | 0.57% | 00.0% | 不變 |
| Arbor Investment Advisors, LLC | 1,829 | $120.7 萬 | 0.19% | −8−0.4% | 減碼 |
| Buckhead Capital Management LLC | 1,833 | $121.0 萬 | 0.45% | −25−1.3% | 減碼 |
| Falcon Wealth Planning | 1,834 | $121.1 萬 | 0.21% | +919+100.4% | 加碼 |
| Laraway Financial Inc | 1,837 | $121.3 萬 | 1.15% | −25−1.3% | 減碼 |
| KWB Wealth | 1,838 | $121.3 萬 | 0.18% | −57−3.0% | 減碼 |
| Peddock Capital Advisors, LLC | 1,840 | $121.5 萬 | 0.37% | +51+2.9% | 加碼 |
| Adirondack Trust Co | 1,634 | $121.5 萬 | 0.53% | −13−0.8% | 減碼 |
| LCM Capital Management Inc | 1,842 | $121.6 萬 | 0.88% | +5+0.3% | 加碼 |
| HWG Holdings LP | 1,844 | $121.7 萬 | 0.56% | +45+2.5% | 加碼 |
| Ullmann Financial Group, Inc. | 1,846 | $121.9 萬 | 0.20% | +102+5.8% | 加碼 |
| Mayflower Financial Advisors, LLC | 1,847 | $121.9 萬 | 0.17% | −12−0.6% | 減碼 |
| Ambassador Advisors, LLC | 1,717 | $122.1 萬 | 0.27% | +16+0.9% | 加碼 |
| Cross Staff Investments Inc | 1,850 | $122.1 萬 | 1.08% | 00.0% | 不變 |
| Cantor Fitzgerald Investment Adviser L.P. | 1,850 | $122.1 萬 | 0.09% | +1,850 | 新進 |
| SYSTM Wealth Solutions LLC | 1,851 | $122.2 萬 | 0.17% | −69−3.6% | 減碼 |
| UMA Financial Services, Inc. | 1,765 | $122.2 萬 | 0.27% | +6+0.3% | 加碼 |
| Lester Murray Antman dba SimplyRich | 1,853 | $122.3 萬 | 0.42% | +12+0.7% | 加碼 |
| Change Path, LLC | 1,854 | $122.4 萬 | 0.08% | −158−7.9% | 減碼 |
| Exchange Capital Management, Inc. | 1,860 | $122.8 萬 | 0.22% | −145−7.2% | 減碼 |
| Prudent Man Advisors, LLC | 1,862 | $122.9 萬 | 0.46% | +4+0.2% | 加碼 |
| Connective Portfolio Management, LLC | 1,865 | $123.1 萬 | 2.51% | 00.0% | 不變 |
| RF&L Wealth Management, LLC | 1,865 | $123.1 萬 | 1.02% | 00.0% | 不變 |
| West Family Investments, Inc. | 1,867 | $123.2 萬 | 0.42% | 00.0% | 不變 |
| Dudley Capital Management, LLC | 1,869 | $123.4 萬 | 0.79% | +89+5.0% | 加碼 |
| Richard W. Paul & Associates, LLC | 1,869 | $123.4 萬 | 0.52% | −102−5.2% | 減碼 |
| Relyea Zuckerberg Hanson LLC | 1,871 | $123.5 萬 | 0.24% | +11+0.6% | 加碼 |
| Kennedy Investment Group | 1,872 | $123.6 萬 | 0.69% | −16−0.8% | 減碼 |
| DMG Group, LLC | 1,879 | $124.0 萬 | 1.17% | −212−10.1% | 減碼 |
| First Heartland Consultants, Inc. | 1,881 | $124.2 萬 | 0.15% | −18−0.9% | 減碼 |
| Close Asset Management Ltd | 1,882 | $124.3 萬 | 0.05% | +88+4.9% | 加碼 |
| Grimes & Company, Inc. | 1,885 | $124.5 萬 | 0.04% | +195+11.5% | 加碼 |
| Lee Financial Co | 1,888 | $125.5 萬 | 0.22% | +1,067+130.0% | 加碼 |
| BKD Wealth Advisors, LLC | 1,902 | $125.5 萬 | 0.03% | −196−9.3% | 減碼 |
| Western Pacific Wealth Management, LP | 1,910 | $126.1 萬 | 0.92% | −50−2.6% | 減碼 |
| Essex Savings Bank | 1,914 | $126.3 萬 | 0.37% | +274+16.7% | 加碼 |
| Citizens National Bank Trust Department | 1,916 | $126.5 萬 | 0.32% | 00.0% | 不變 |
| CVA Family Office, LLC | 1,924 | $127.0 萬 | 0.25% | +1+0.1% | 加碼 |
| Goodman Advisory Group, LLC | 1,929 | $127.3 萬 | 0.43% | +1,487+336.4% | 加碼 |
| Olistico Wealth, LLC | 1,938 | $127.9 萬 | 1.00% | −130−6.3% | 減碼 |
| Catalytic Wealth RIA, LLC | 1,940 | $128.1 萬 | 0.58% | +1,940 | 新進 |
| Fulcrum Capital LLC | 1,941 | $128.1 萬 | 0.33% | −200−9.3% | 減碼 |
| Claro Advisors LLC | 1,942 | $128.2 萬 | 0.28% | +71+3.8% | 加碼 |
| Curtis Advisory Group, LLC | 1,944 | $128.3 萬 | 0.59% | −5−0.3% | 減碼 |
| Smartleaf Asset Management LLC | 1,949 | $128.4 萬 | 0.34% | +1,949 | 新進 |
| Orion Capital Management LLC | 1,946 | $128.5 萬 | 0.75% | −42−2.1% | 減碼 |
| Birmingham Capital Management Co Inc | 1,950 | $128.7 萬 | 0.51% | 00.0% | 不變 |
| BKM Wealth Management, LLC | 1,953 | $128.9 萬 | 0.55% | +1,953 | 新進 |
| Octavia Wealth Advisors, LLC | 1,912 | $129.1 萬 | 0.23% | +769+67.3% | 加碼 |
| Cornerstone Advisory, LLC | 1,960 | $129.4 萬 | 0.20% | +206+11.7% | 加碼 |
| Parkside Financial Bank & Trust | 1,961 | $129.4 萬 | 0.24% | +227+13.1% | 加碼 |
| Arista Wealth Management, LLC | 1,965 | $129.7 萬 | 0.48% | −9−0.5% | 減碼 |
| Private Ocean, LLC | 1,971 | $130.1 萬 | 0.13% | +87+4.6% | 加碼 |
| Traveka Wealth, LLC | 1,975 | $130.3 萬 | 0.66% | +1,975 | 新進 |
| Leavell Investment Management, Inc. | 1,931 | $130.4 萬 | 0.08% | +20+1.0% | 加碼 |
| Abacus Wealth Partners, LLC | 1,992 | $131.5 萬 | 0.22% | +109+5.8% | 加碼 |
| Lineweaver Wealth Advisors, LLC | 1,994 | $131.6 萬 | 0.34% | −192−8.8% | 減碼 |
| Arkfeld Wealth Strategies, L.L.C. | 1,972 | $131.6 萬 | 0.86% | +106+5.7% | 加碼 |
| Investment Partners, Ltd. | 1,995 | $131.7 萬 | 0.65% | −63−3.1% | 減碼 |
| PDS Planning, Inc | 1,997 | $131.8 萬 | 0.15% | +75+3.9% | 加碼 |
| Ballast Advisors LLC | 1,998 | $131.9 萬 | 0.49% | +299+17.6% | 加碼 |
| Mitsubishi UFJ Asset Management (UK) Ltd. | 2,000 | $132.0 萬 | 0.72% | 00.0% | 不變 |
| Pinnacle West Asset Management, Inc. | 2,000 | $132.0 萬 | 1.13% | 00.0% | 不變 |
| St. Clair Advisors, LLC | 2,000 | $132.0 萬 | 0.46% | 00.0% | 不變 |
| Atlas Private Wealth Advisors | 2,006 | $132.4 萬 | 0.25% | +38+1.9% | 加碼 |
| Obermeyer Wood Investment Counsel, LLLP | 2,006 | $132.4 萬 | 0.09% | −87−4.2% | 減碼 |
| LGT Fund Management Co Ltd. | 2,000 | $132.6 萬 | 0.57% | −1,000−33.3% | 減碼 |
| Vaughan David Investments LLC | 2,010 | $132.7 萬 | 0.04% | +34+1.7% | 加碼 |
| Mountain Lake Investment Management LLC | 2,025 | $133.7 萬 | 1.37% | −191−8.6% | 減碼 |
| Red Wave Investments LLC | 2,025 | $133.7 萬 | 0.53% | −34−1.7% | 減碼 |
| Ables, Iannone, Moore & Associates, Inc. | 2,025 | $133.7 萬 | 1.02% | +2,025 | 新進 |
| BBR Partners, LLC | 2,030 | $134.0 萬 | 0.14% | +964+90.4% | 加碼 |
| River Street Advisors LLC | 2,033 | $134.2 萬 | 1.07% | +45+2.3% | 加碼 |
| LexAurum Advisors, LLC | 2,033 | $134.2 萬 | 0.35% | +44+2.2% | 加碼 |
| Advisor OS, LLC | 2,036 | $134.4 萬 | 0.17% | +649+46.8% | 加碼 |
| General Partner, Inc. | 2,065 | $134.7 萬 | 1.13% | 00.0% | 不變 |
| Farmers & Merchants Trust Co of Chambersburg PA | 2,050 | $135.3 萬 | 0.69% | +1,971+2,494.9% | 加碼 |
| Fusion Capital, LLC | 2,069 | $136.6 萬 | 0.70% | +3+0.1% | 加碼 |