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。
2024 年第 1 季 13F 持有人
Costco Wholesale Corp 在 2024/3/31 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
- 3,419
- 較 2023 年第 4 季 +125 家
- 持有股數
- 3.04 億
- 較 2023 年第 4 季 +113.9 萬 (+0.4%)
- 總市值
- $2,220 億
- 較 2023 年第 4 季 +$217.9 億 (+10.9%)
- 新進機構
- 226
- 另有 1,428 家加碼
- 清倉機構
- 101
- 另有 1,343 家減碼
另有 49 家機構在 2023 年第 4 季持有、還沒有申報 2024 年第 1 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 |
2024 年第 1 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 4 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Perissos Private Wealth Management, LLC | 2,608 | $191.0 萬 | 1.73% | +2,608 | 新進 |
| Kempen Capital Management N.V. | 2,612 | $191.4 萬 | 0.02% | −1,034−28.4% | 減碼 |
| TrinityPoint Wealth, LLC | 2,613 | $191.4 萬 | 0.32% | +138+5.6% | 加碼 |
| MONECO Advisors, LLC | 2,617 | $191.7 萬 | 0.30% | +32+1.2% | 加碼 |
| Retirement Guys Formula LLC | 2,632 | $192.8 萬 | 0.94% | +7+0.3% | 加碼 |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 2,633 | $192.9 萬 | 0.82% | −1,008−27.7% | 減碼 |
| Northwest Quadrant Wealth Management, LLC | 2,634 | $193.0 萬 | 0.47% | +42+1.6% | 加碼 |
| Tradition Wealth Management, LLC | 2,646 | $193.9 萬 | 0.20% | −6−0.2% | 減碼 |
| Aft, Forsyth & Company, Inc. | 2,648 | $194.0 萬 | 1.11% | −295−10.0% | 減碼 |
| David Loasby | 2,701 | $194.1 萬 | 0.20% | +118+4.6% | 加碼 |
| EPG Wealth Management LLC | 2,653 | $194.4 萬 | 0.48% | +116+4.6% | 加碼 |
| Executive Wealth Group LLC | 2,687 | $194.4 萬 | 0.40% | +1,793+200.6% | 加碼 |
| Investment Advisory Services Inc | 2,662 | $195.0 萬 | 0.72% | +6+0.2% | 加碼 |
| Forte Capital LLC | 2,663 | $195.1 萬 | 0.24% | +79+3.1% | 加碼 |
| Cutler Investment Counsel LLC | 2,666 | $195.3 萬 | 0.26% | −15−0.6% | 減碼 |
| Legacy Bridge, LLC | 2,667 | $195.4 萬 | 1.14% | −15−0.6% | 減碼 |
| Quadrant Private Wealth Management, LLC | 2,667 | $195.4 萬 | 0.49% | −1,226−31.5% | 減碼 |
| Grandview Asset Management LLC | 2,681 | $196.4 萬 | 0.89% | +35+1.3% | 加碼 |
| Carmichael Hill & Associates, Inc. | 2,681 | $196.4 萬 | 0.81% | −12−0.4% | 減碼 |
| Cornerstone Wealth Management, LLC | 2,682 | $196.5 萬 | 0.16% | +4+0.1% | 加碼 |
| Moseley Investment Management Inc | 2,683 | $196.6 萬 | 0.98% | +37+1.4% | 加碼 |
| Verus Capital Partners, LLC | 2,688 | $197.0 萬 | 0.22% | +48+1.8% | 加碼 |
| Secured Retirement Advisors, LLC | 2,695 | $197.4 萬 | 1.67% | +41+1.5% | 加碼 |
| Visionary Wealth Advisors | 2,699 | $197.8 萬 | 0.13% | −719−21.0% | 減碼 |
| Everhart Financial Group, Inc. | 2,707 | $198.3 萬 | 0.58% | +251+10.2% | 加碼 |
| Cidel Asset Management Inc | 2,708 | $198.4 萬 | 0.15% | −287−9.6% | 減碼 |
| Arlington Trust Co LLC | 2,714 | $198.8 萬 | 0.51% | −29−1.1% | 減碼 |
| HM Payson & Co | 2,717 | $199.0 萬 | 0.04% | +95+3.6% | 加碼 |
| Mitchell & Pahl Private Wealth, LLC | 2,726 | $199.8 萬 | 1.05% | +33+1.2% | 加碼 |
| Crewe Advisors LLC | 2,732 | $200.2 萬 | 0.23% | +2,732 | 新進 |
| Delta Financial Group, Inc. | 2,734 | $200.3 萬 | 0.59% | +48+1.8% | 加碼 |
| Northwest Bank & Trust Co | 2,771 | $200.3 萬 | 1.84% | −58−2.1% | 減碼 |
| Northstar Asset Management LLC | 2,735 | $200.4 萬 | 0.49% | +90+3.4% | 加碼 |
| SC&H Financial Advisors, Inc. | 2,742 | $200.9 萬 | 0.52% | −55−2.0% | 減碼 |
| Paragon Financial Partners, Inc. | 2,746 | $201.2 萬 | 1.66% | 00.0% | 不變 |
| Graypoint LLC | 2,751 | $201.6 萬 | 0.15% | +188+7.3% | 加碼 |
| Prestige Wealth Management Group LLC | 2,753 | $201.7 萬 | 0.43% | −69−2.4% | 減碼 |
| NovaPoint Capital, LLC | 2,753 | $201.7 萬 | 0.71% | +432+18.6% | 加碼 |
| SS&H Financial Advisors, Inc. | 2,757 | $201.9 萬 | 0.84% | 00.0% | 不變 |
| PFW Advisors LLC | 2,761 | $202.3 萬 | 0.62% | −71−2.5% | 減碼 |
| Forza Wealth Management, LLC | 2,770 | $202.9 萬 | 1.06% | 00.0% | 不變 |
| Roman Butler Fullerton & Co | 2,837 | $203.0 萬 | 0.76% | +1,529+116.9% | 加碼 |
| Aft, Forsyth & Sober, LLC | 2,775 | $203.3 萬 | 0.72% | 00.0% | 不變 |
| Clear Harbor Asset Management, LLC | 2,782 | $203.8 萬 | 0.18% | −20−0.7% | 減碼 |
| Wilkins Investment Counsel Inc | 2,791 | $204.5 萬 | 0.30% | +2,791 | 新進 |
| First National Corp | 3,098 | $204.5 萬 | 0.50% | 00.0% | 不變 |
| Cim Investment Mangement Inc | 2,794 | $204.7 萬 | 0.61% | 00.0% | 不變 |
| Caldwell Investment Management Ltd. | 2,800 | $204.9 萬 | 1.52% | 00.0% | 不變 |
| Castleark Management LLC | 2,800 | $205.1 萬 | 0.09% | 00.0% | 不變 |
| Fortis Capital Management LLC | 2,807 | $205.7 萬 | 0.54% | −22−0.8% | 減碼 |
| Global Trust Asset Management, LLC | 2,813 | $206.1 萬 | 0.85% | −560−16.6% | 減碼 |
| Bullseye Investment Management, LLC | 2,815 | $206.3 萬 | 1.20% | −888−24.0% | 減碼 |
| First United Bank Trust | 2,822 | $206.7 萬 | 0.77% | +23+0.8% | 加碼 |
| NCP Inc. | 2,824 | $206.9 萬 | 1.43% | +2,824 | 新進 |
| RMB Capital Management, LLC | 2,830 | $207.3 萬 | 0.05% | −99−3.4% | 減碼 |
| WESPAC Advisors, LLC | 2,832 | $207.5 萬 | 1.21% | +627+28.4% | 加碼 |
| WMS Partners, LLC | 2,834 | $207.6 萬 | 0.14% | +128+4.7% | 加碼 |
| Whitener Capital Management, Inc. | 2,840 | $208.1 萬 | 0.68% | +20+0.7% | 加碼 |
| Sky Investment Group LLC | 2,845 | $208.4 萬 | 0.40% | −90−3.1% | 減碼 |
| Massachusetts Wealth Management | 2,847 | $208.6 萬 | 1.47% | +210+8.0% | 加碼 |
| Core Wealth Partners LLC | 2,848 | $208.7 萬 | 1.58% | +25+0.9% | 加碼 |
| Eqis Capital Management, Inc. | 2,859 | $209.5 萬 | 0.17% | −110−3.7% | 減碼 |
| Eastover Investment Advisors LLC | 2,869 | $210.2 萬 | 1.03% | −10.0% | 減碼 |
| IPG Investment Advisors LLC | 2,869 | $210.2 萬 | 0.46% | +146+5.4% | 加碼 |
| Grove Bank & Trust | 2,876 | $210.7 萬 | 0.35% | −13−0.4% | 減碼 |
| Main Street Financial Solutions, LLC | 2,877 | $210.8 萬 | 0.23% | +1,114+63.2% | 加碼 |
| Concord Asset Management, LLC | 2,888 | $211.6 萬 | 0.56% | +561+24.1% | 加碼 |
| Independent Investors Inc | 2,890 | $211.7 萬 | 0.51% | 00.0% | 不變 |
| Plancorp, LLC | 2,891 | $211.8 萬 | 0.09% | +173+6.4% | 加碼 |
| Advisory Alpha, LLC | 2,891 | $211.8 萬 | 0.09% | −10−0.3% | 減碼 |
| Heritage Wealth Advisors | 2,892 | $211.9 萬 | 0.10% | 00.0% | 不變 |
| Newbridge Financial Services Group, Inc. | 2,894 | $212.0 萬 | 0.93% | −16−0.5% | 減碼 |
| Compass Wealth Management LLC | 2,898 | $212.3 萬 | 0.53% | −63−2.1% | 減碼 |
| Washburn Capital Management, Inc. | 2,900 | $212.5 萬 | 1.57% | +59+2.1% | 加碼 |
| Little House Capital LLC | 2,901 | $212.6 萬 | 0.70% | −412−12.4% | 減碼 |
| S&CO Inc | 2,904 | $212.7 萬 | 0.15% | −4−0.1% | 減碼 |
| Criterion Capital Advisors, LLC | 2,904 | $212.7 萬 | 1.42% | −85−2.8% | 減碼 |
| Guyasuta Investment Advisors Inc | 3,224 | $212.8 萬 | 0.15% | 00.0% | 不變 |
| Southeast Asset Advisors Inc. | 2,906 | $212.9 萬 | 0.26% | +51+1.8% | 加碼 |
| Himension Fund | 2,908 | $213.0 萬 | 0.16% | 00.0% | 不變 |
| Agate Pass Investment Management, LLC | 2,909 | $213.1 萬 | 1.14% | −79−2.6% | 減碼 |
| Emprise Bank | 2,910 | $213.2 萬 | 1.43% | +2,910 | 新進 |
| Money Concepts Capital Corp | 2,912 | $213.3 萬 | 0.20% | +62+2.2% | 加碼 |
| Oversea-Chinese Banking CORP Ltd | 2,916 | $213.6 萬 | 0.07% | −2,414−45.3% | 減碼 |
| Logan Capital Management Inc | 2,918 | $213.8 萬 | 0.09% | −90−3.0% | 減碼 |
| Michael B. Yongue | 2,925 | $214.3 萬 | 1.88% | −62−2.1% | 減碼 |
| Prosperitas Financial LLC | 2,930 | $214.7 萬 | 1.38% | +292+11.1% | 加碼 |
| Sweet Financial Partners, LLC | 2,932 | $214.8 萬 | 0.50% | +2,394+445.0% | 加碼 |
| Arbor Capital Management Inc | 2,799 | $215.0 萬 | 2.04% | −418−13.0% | 減碼 |
| Occudo Quantitative Strategies LP | 2,936 | $215.1 萬 | 0.38% | +2,936 | 新進 |
| BluePath Capital Management, LLC | 2,936 | $215.1 萬 | 1.66% | +1,373+87.8% | 加碼 |
| Novare Capital Management LLC | 2,938 | $215.2 萬 | 0.19% | +182+6.6% | 加碼 |
| Dynamic Technology Lab Private Ltd | 2,941 | $215.5 萬 | 0.23% | −2,490−45.8% | 減碼 |
| Skopos Labs, Inc. | 2,999 | $216.3 萬 | 0.93% | −35−1.2% | 減碼 |
| Trust Point Inc. | 2,956 | $216.6 萬 | 0.17% | +139+4.9% | 加碼 |
| Waldron Private Wealth LLC | 2,966 | $217.3 萬 | 0.10% | −282−8.7% | 減碼 |
| Fiduciary Family Office, LLC | 2,969 | $217.5 萬 | 0.85% | +59+2.0% | 加碼 |
| Capital Planning LLC | 2,976 | $218.1 萬 | 0.71% | +357+13.6% | 加碼 |
| Prosperity Financial Group, Inc. | 2,980 | $218.3 萬 | 1.35% | +115+4.0% | 加碼 |
| Silvia McColl Wealth Management, LLC | 3,023 | $218.4 萬 | 1.87% | 00.0% | 不變 |