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 |
|---|---|---|---|---|---|
| Hunter Perkins Capital Management, LLC | 4,000 | $270.0 萬 | 0.56% | 00.0% | 不變 |
| Benedetti & Gucer, Inc. | 4,088 | $269.8 萬 | 1.41% | −183−4.3% | 減碼 |
| Cooper Financial Group | 4,087 | $269.8 萬 | 0.49% | +355+9.5% | 加碼 |
| Laidlaw Wealth Management LLC | 4,086 | $269.7 萬 | 0.98% | +285+7.5% | 加碼 |
| Keystone Wealth Services, LLC | 4,077 | $269.1 萬 | 0.92% | +33+0.8% | 加碼 |
| Blodgett Wealth Advisors, LLC | 4,073 | $268.9 萬 | 2.75% | −95−2.3% | 減碼 |
| Atlas Brown,Inc. | 4,063 | $268.2 萬 | 1.11% | −26−0.6% | 減碼 |
| Confluence Wealth Services, Inc. | 4,063 | $268.2 萬 | 0.29% | +221+5.8% | 加碼 |
| Carret Asset Management, LLC | 4,059 | $267.9 萬 | 0.34% | +34+0.8% | 加碼 |
| Global Wealth Management Investment Advisory, Inc. | 4,041 | $266.7 萬 | 0.68% | +134+3.4% | 加碼 |
| Chicago Trust Co NA | 4,039 | $266.6 萬 | 0.59% | −1,783−30.6% | 減碼 |
| Cognios Beta Neutral Large Cap Fund, LP | 4,039 | $266.6 萬 | 3.48% | −139−3.3% | 減碼 |
| Boomfish Wealth Group, LLC | 4,016 | $265.1 萬 | 1.91% | +4,016 | 新進 |
| Garde Capital, Inc. | 4,003 | $264.2 萬 | 0.20% | +163+4.2% | 加碼 |
| Platform Technology Partners | 3,656 | $264.1 萬 | 1.03% | −23−0.6% | 減碼 |
| X-Square Capital, LLC | 4,002 | $264.1 萬 | 1.46% | −89−2.2% | 減碼 |
| Smith, Salley & Associates | 4,000 | $264.0 萬 | 0.17% | −341−7.9% | 減碼 |
| DeDora Capital, Inc. | 3,996 | $263.8 萬 | 0.93% | +34+0.9% | 加碼 |
| Essex Financial Services, Inc. | 3,991 | $263.5 萬 | 0.27% | +134+3.5% | 加碼 |
| Marvin & Palmer Associates Inc | 3,990 | $263.4 萬 | 2.94% | +3,990 | 新進 |
| Strategic Blueprint, LLC | 3,989 | $263.3 萬 | 0.22% | +202+5.3% | 加碼 |
| Lake Street Advisors Group, LLC | 3,900 | $263.3 萬 | 0.13% | +3,900 | 新進 |
| Hudson Canyon Capital Management | 3,987 | $263.2 萬 | 1.92% | −300−7.0% | 減碼 |
| BancorpSouth Bank | 3,985 | $263.0 萬 | 0.21% | +119+3.1% | 加碼 |
| Weaver Capital Management LLC | 3,985 | $263.0 萬 | 1.06% | +3,985 | 新進 |
| Prossimo Advisors, LLC | 3,984 | $263.0 萬 | 5.57% | −13−0.3% | 減碼 |
| JPL Wealth Management, LLC | 3,984 | $263.0 萬 | 1.89% | +3,984 | 新進 |
| Quadrant Private Wealth Management, LLC | 3,893 | $262.8 萬 | 0.73% | −34−0.9% | 減碼 |
| Beaton Management Co. Inc. | 3,980 | $262.7 萬 | 1.57% | −100−2.5% | 減碼 |
| Invst, LLC | 3,690 | $262.3 萬 | 0.34% | −8−0.2% | 減碼 |
| Benedict Financial Advisors Inc | 3,970 | $262.1 萬 | 0.71% | −10−0.3% | 減碼 |
| KKM Financial LLC | 3,967 | $261.9 萬 | 1.65% | +3,967 | 新進 |
| Altman Advisors, Inc. | 3,961 | $261.5 萬 | 1.37% | +18+0.5% | 加碼 |
| Sivia Capital Partners, LLC | 3,946 | $260.5 萬 | 1.98% | +3,946 | 新進 |
| Aspire Capital Advisors LLC | 3,946 | $260.5 萬 | 1.06% | +10.0% | 加碼 |
| Clear Creek Financial Management, LLC | 3,937 | $260.3 萬 | 0.41% | +86+2.2% | 加碼 |
| Accredited Investors Inc. | 3,943 | $260.3 萬 | 0.18% | −23−0.6% | 減碼 |
| IFG Advisory, LLC | 3,942 | $260.2 萬 | 0.19% | +237+6.4% | 加碼 |
| O'Brien Greene & Co. Inc | 3,937 | $259.9 萬 | 0.91% | 00.0% | 不變 |
| Am Investment Strategies LLC | 3,935 | $259.8 萬 | 0.73% | +103+2.7% | 加碼 |
| WealthShield Partners, LLC | 3,846 | $259.6 萬 | 0.43% | +1,659+75.9% | 加碼 |
| Monterey Private Wealth, Inc. | 3,928 | $259.3 萬 | 1.17% | −24−0.6% | 減碼 |
| Legacy Wealth Management, LLC | 3,927 | $259.2 萬 | 1.25% | −9−0.2% | 減碼 |
| Cordatus Wealth Management LLC | 3,919 | $258.7 萬 | 2.14% | −53−1.3% | 減碼 |
| Wedmont Private Capital | 3,905 | $258.4 萬 | 0.21% | +639+19.6% | 加碼 |
| Chicago Partners Investment Group LLC | 3,743 | $257.0 萬 | 0.12% | +25+0.7% | 加碼 |
| Moreno Evelyn V | 3,883 | $256.3 萬 | 1.21% | 00.0% | 不變 |
| Central Valley Advisors, LLC | 3,868 | $255.3 萬 | 1.50% | +3,868 | 新進 |
| RMR Wealth Builders | 3,862 | $254.9 萬 | 0.36% | +369+10.6% | 加碼 |
| Consolidated Planning Corp | 3,862 | $254.9 萬 | 0.47% | +306+8.6% | 加碼 |
| Columbia Trust Co 01012016 | 3,861 | $254.9 萬 | 1.15% | +165+4.5% | 加碼 |
| James Investment Research Inc | 3,851 | $254.2 萬 | 0.32% | −51−1.3% | 減碼 |
| Ardent Capital Management, Inc. | 3,847 | $253.9 萬 | 1.33% | 00.0% | 不變 |
| Capstone Financial Advisors, Inc. | 3,843 | $253.7 萬 | 0.18% | −10.0% | 減碼 |
| Leo Wealth, LLC | 3,642 | $253.6 萬 | 0.26% | +3,642 | 新進 |
| Jefferies Financial Group Inc. | 3,822 | $252.3 萬 | 0.04% | +859+29.0% | 加碼 |
| Sand Hill Global Advisors, LLC | 3,810 | $251.5 萬 | 0.12% | −19−0.5% | 減碼 |
| J. W. Coons Advisors, LLC | 3,802 | $251.0 萬 | 0.68% | +75+2.0% | 加碼 |
| Boulder Hill Capital Management LP | 3,800 | $250.8 萬 | 1.34% | −500−11.6% | 減碼 |
| Patrick Mauro Investment Advisor, INC. | 3,796 | $250.6 萬 | 1.49% | −239−5.9% | 減碼 |
| Counterweight Ventures, LLC | 3,796 | $250.6 萬 | 2.28% | +3,796 | 新進 |
| GLOBALT Investments LLC | 3,795 | $250.5 萬 | 0.10% | +3,795 | 新進 |
| Compton Wealth Advisory Group, LLC | 3,792 | $250.3 萬 | 0.78% | +1,072+39.4% | 加碼 |
| Schear Investment Advisers, LLC | 3,780 | $249.5 萬 | 2.41% | +8+0.2% | 加碼 |
| Oxford Financial Group Ltd | 3,775 | $249.2 萬 | 0.18% | −95−2.5% | 減碼 |
| Ted Buchan & Co | 3,774 | $249.2 萬 | 1.81% | −93−2.4% | 減碼 |
| Eisler Capital (UK) Ltd. | 3,765 | $248.5 萬 | 0.23% | −7,043−65.2% | 減碼 |
| Beacon Investment Advisory Services, Inc. | 3,744 | $247.2 萬 | 0.11% | −2,950−44.1% | 減碼 |
| Capital Investment Advisory Services, LLC | 3,733 | $246.4 萬 | 0.23% | −45−1.2% | 減碼 |
| Ironwood Financial, llc | 3,728 | $246.1 萬 | 0.60% | +7+0.2% | 加碼 |
| Princeton Capital Management LLC | 3,726 | $245.9 萬 | 0.99% | +92+2.5% | 加碼 |
| Glassman Wealth Services | 3,724 | $245.8 萬 | 0.35% | −36−1.0% | 減碼 |
| Bollard Group LLC | 3,723 | $245.8 萬 | 0.09% | +6+0.2% | 加碼 |
| Edgestream Partners, L.P. | 3,722 | $245.7 萬 | 0.18% | +3,197+609.0% | 加碼 |
| Rinkey Investments | 3,721 | $245.6 萬 | 0.97% | +38+1.0% | 加碼 |
| Aries Wealth Management | 3,717 | $245.4 萬 | 0.87% | −207−5.3% | 減碼 |
| Quadrant Capital Group LLC | 3,711 | $245.2 萬 | 0.21% | +367+11.0% | 加碼 |
| Wolverine Asset Management LLC | 3,711 | $245.0 萬 | 0.04% | +88+2.4% | 加碼 |
| Bullseye Investment Management, LLC | 3,703 | $244.4 萬 | 1.55% | −22−0.6% | 減碼 |
| Deltec Asset Management LLC | 3,700 | $244.2 萬 | 0.55% | −1,000−21.3% | 減碼 |
| Leonard Rickey Investment Advisors P.L.L.C. | 3,699 | $244.1 萬 | 0.72% | −33−0.9% | 減碼 |
| KMG Fiduciary Partners, LLC | 3,683 | $243.1 萬 | 0.28% | +172+4.9% | 加碼 |
| Ignite Planners, LLC | 3,735 | $243.0 萬 | 0.72% | −41−1.1% | 減碼 |
| Cim, LLC | 3,305 | $242.7 萬 | 0.38% | −128−3.7% | 減碼 |
| My Legacy Advisors, LLC | 3,595 | $242.2 萬 | 0.87% | +51+1.4% | 加碼 |
| Werlinich Asset Management, LLC | 3,631 | $242.1 萬 | 1.83% | −200−5.2% | 減碼 |
| Sargent Investment Group, LLC | 3,664 | $241.9 萬 | 0.53% | +319+9.5% | 加碼 |
| Psagot Value Holdings Ltd. / (Israel) | 3,643 | $241.3 萬 | 1.09% | −2,255−38.2% | 減碼 |
| Silver Oak Securities, Inc | 3,648 | $240.8 萬 | 0.32% | +2,212+154.0% | 加碼 |
| Kempen Capital Management N.V. | 3,646 | $240.7 萬 | 0.03% | −514−12.4% | 減碼 |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 3,641 | $240.3 萬 | 1.12% | −183−4.8% | 減碼 |
| Decatur Capital Management, Inc. | 3,639 | $240.2 萬 | 1.44% | +147+4.2% | 加碼 |
| RMR Capital Management, LLC | 3,632 | $239.7 萬 | 2.75% | +3,632 | 新進 |
| Venturi Wealth Management, LLC | 3,625 | $239.3 萬 | 0.17% | −122−3.3% | 減碼 |
| Wellington Wealth Strategies, LLC. | 3,621 | $239.0 萬 | 2.09% | +3,621 | 新進 |
| Sculati Wealth Management, LLC | 3,618 | $238.8 萬 | 1.11% | +98+2.8% | 加碼 |
| Allred Capital Management, LLC | 3,615 | $238.6 萬 | 1.04% | −5−0.1% | 減碼 |
| National Philanthropic Trust | 3,614 | $238.6 萬 | 0.06% | +3,614 | 新進 |
| West Coast Financial LLC | 3,610 | $238.3 萬 | 0.31% | +522+16.9% | 加碼 |
| Malaga Cove Capital, LLC | 3,568 | $235.5 萬 | 0.99% | −8−0.2% | 減碼 |