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 |
|---|---|---|---|---|---|
| Transcend Wealth Collective, LLC | 3,490 | $255.7 萬 | 0.21% | −55−1.6% | 減碼 |
| Cypress Wealth Services, LLC | 3,496 | $256.1 萬 | 0.60% | +394+12.7% | 加碼 |
| Legato Capital Management LLC | 3,503 | $256.6 萬 | 0.31% | 00.0% | 不變 |
| Jaffetilchin Investment Partners, LLC | 3,504 | $256.7 萬 | 0.23% | +1,289+58.2% | 加碼 |
| Global Wealth Management Investment Advisory, Inc. | 3,511 | $257.2 萬 | 0.63% | −530−13.1% | 減碼 |
| Dohj, LLC | 3,512 | $257.3 萬 | 0.68% | +115+3.4% | 加碼 |
| Peregrine Asset Advisers, Inc. | 3,514 | $257.4 萬 | 1.03% | +901+34.5% | 加碼 |
| Ostrum Asset Management | 3,518 | $257.7 萬 | 0.20% | +142+4.2% | 加碼 |
| Venturi Wealth Management, LLC | 3,519 | $257.8 萬 | 0.17% | −106−2.9% | 減碼 |
| Peloton Wealth Strategists | 3,523 | $258.1 萬 | 1.05% | +402+12.9% | 加碼 |
| Aire Advisors, LLC | 3,536 | $259.4 萬 | 0.58% | +16+0.5% | 加碼 |
| IMS Capital Management | 3,542 | $259.5 萬 | 1.21% | +93+2.7% | 加碼 |
| Joel Isaacson & Co., LLC | 3,553 | $260.3 萬 | 0.14% | +264+8.0% | 加碼 |
| Carl P. Sherr & Co., LLC | 3,555 | $260.4 萬 | 1.47% | 00.0% | 不變 |
| Capital Investment Advisory Services, LLC | 3,556 | $260.5 萬 | 0.28% | −177−4.7% | 減碼 |
| Allred Capital Management, LLC | 3,558 | $260.6 萬 | 1.02% | −57−1.6% | 減碼 |
| Leonard Rickey Investment Advisors P.L.L.C. | 3,564 | $261.1 萬 | 0.67% | −135−3.6% | 減碼 |
| Malaga Cove Capital, LLC | 3,568 | $261.4 萬 | 1.07% | 00.0% | 不變 |
| Founders Financial Securities LLC | 3,573 | $261.8 萬 | 0.27% | −1,330−27.1% | 減碼 |
| Princeton Capital Management LLC | 3,574 | $261.8 萬 | 0.95% | −152−4.1% | 減碼 |
| MeadowBrook Investment Advisors LLC | 3,576 | $262.0 萬 | 2.44% | −516−12.6% | 減碼 |
| Fortitude Advisory Group L.L.C. | 3,577 | $262.0 萬 | 1.48% | +123+3.6% | 加碼 |
| NVWM, LLC | 3,597 | $263.6 萬 | 0.72% | −1,137−24.0% | 減碼 |
| Equitable Trust Co | 3,600 | $263.7 萬 | 0.18% | +2,379+194.8% | 加碼 |
| Decatur Capital Management, Inc. | 3,603 | $264.0 萬 | 1.44% | −36−1.0% | 減碼 |
| West Coast Financial LLC | 3,617 | $265.0 萬 | 0.32% | +7+0.2% | 加碼 |
| Red Cedar Investment Management, LLC | 3,617 | $265.0 萬 | 0.33% | +1,848+104.5% | 加碼 |
| Gerber Kawasaki Wealth & Investment Management | 3,618 | $265.1 萬 | 0.14% | +328+10.0% | 加碼 |
| Lindbrook Capital, LLC | 3,623 | $265.4 萬 | 0.25% | +546+17.7% | 加碼 |
| RMR Capital Management, LLC | 3,632 | $266.1 萬 | 2.65% | 00.0% | 不變 |
| Aviance Capital Partners, LLC | 3,632 | $266.1 萬 | 0.40% | +2,160+146.7% | 加碼 |
| Beacon Investment Advisory Services, Inc. | 3,634 | $266.2 萬 | 0.11% | −110−2.9% | 減碼 |
| Werlinich Asset Management, LLC | 3,638 | $266.3 萬 | 1.74% | +7+0.2% | 加碼 |
| Peak Financial Advisors LLC | 3,636 | $266.4 萬 | 1.62% | −476−11.6% | 減碼 |
| Aries Wealth Management | 3,637 | $266.5 萬 | 0.86% | −80−2.2% | 減碼 |
| Moss Adams Wealth Advisors LLC | 3,639 | $266.6 萬 | 0.43% | +2,328+177.6% | 加碼 |
| NorthStar Asset Management LLC | 3,644 | $267.0 萬 | 2.02% | +93+2.6% | 加碼 |
| KKM Financial LLC | 3,646 | $267.1 萬 | 1.30% | −321−8.1% | 減碼 |
| Sculati Wealth Management, LLC | 3,649 | $267.3 萬 | 1.15% | +31+0.9% | 加碼 |
| Ignite Planners, LLC | 3,717 | $268.0 萬 | 0.75% | −18−0.5% | 減碼 |
| Sargent Investment Group, LLC | 3,668 | $268.7 萬 | 0.59% | +4+0.1% | 加碼 |
| Strategic Wealth Partners, Ltd. | 3,669 | $268.8 萬 | 0.29% | +386+11.8% | 加碼 |
| Jefferies Financial Group Inc. | 3,676 | $269.3 萬 | 0.05% | −146−3.8% | 減碼 |
| Capital Asset Advisory Services LLC | 3,775 | $269.4 萬 | 0.15% | +235+6.6% | 加碼 |
| Rinkey Investments | 3,686 | $270.0 萬 | 0.98% | −35−0.9% | 減碼 |
| GLOBALT Investments LLC | 3,692 | $270.5 萬 | 0.11% | −103−2.7% | 減碼 |
| Deltec Asset Management LLC | 3,700 | $271.1 萬 | 0.53% | 00.0% | 不變 |
| Apollon Financial, LLC | 3,701 | $271.1 萬 | 0.94% | +392+11.8% | 加碼 |
| Oxler Private Wealth LLC | 3,714 | $272.1 萬 | 1.07% | +2,100+130.1% | 加碼 |
| D.B. Root & Company, LLC | 3,726 | $273.0 萬 | 0.92% | +166+4.7% | 加碼 |
| Boomfish Wealth Group, LLC | 3,727 | $273.0 萬 | 1.84% | −289−7.2% | 減碼 |
| Carmignac Gestion | 3,745 | $274.4 萬 | 0.04% | −8,005−68.1% | 減碼 |
| Leo Wealth, LLC | 3,790 | $274.9 萬 | 0.28% | +148+4.1% | 加碼 |
| Ironwood Financial, llc | 3,754 | $275.1 萬 | 0.63% | +26+0.7% | 加碼 |
| Capstone Financial Advisors, Inc. | 3,755 | $275.1 萬 | 0.18% | −88−2.3% | 減碼 |
| Aigen Investment Management, LP | 3,758 | $275.3 萬 | 0.60% | −2,107−35.9% | 減碼 |
| Counterweight Ventures, LLC | 3,769 | $276.1 萬 | 2.22% | −27−0.7% | 減碼 |
| Laffer Tengler Investments | 3,777 | $276.7 萬 | 0.71% | −328−8.0% | 減碼 |
| BigSur Wealth Management LLC | 3,780 | $276.9 萬 | 0.87% | +2,000+112.4% | 加碼 |
| JGP Wealth Management, LLC | 3,794 | $278.0 萬 | 0.40% | −429−10.2% | 減碼 |
| James Investment Research Inc | 3,796 | $278.1 萬 | 0.33% | −55−1.4% | 減碼 |
| Quadrant Capital Group LLC | 3,801 | $278.5 萬 | 0.22% | +90+2.4% | 加碼 |
| Bollard Group LLC | 3,812 | $279.3 萬 | 0.08% | +89+2.4% | 加碼 |
| Trustmark National Bank Trust Department | 3,814 | $279.4 萬 | 0.23% | +363+10.5% | 加碼 |
| Wiley Bros.-Aintree Capital, LLC | 3,803 | $279.6 萬 | 0.39% | +2,630+224.2% | 加碼 |
| Ascension Asset Management LLC | 3,825 | $280.2 萬 | 1.51% | +3,825 | 新進 |
| WealthShield Partners, LLC | 3,829 | $280.5 萬 | 0.45% | −17−0.4% | 減碼 |
| Oxford Financial Group Ltd | 3,840 | $281.3 萬 | 0.20% | +65+1.7% | 加碼 |
| Ardent Capital Management, Inc. | 3,847 | $281.8 萬 | 1.42% | 00.0% | 不變 |
| Rational Advisors LLC | 3,865 | $283.2 萬 | 0.26% | −647−14.3% | 減碼 |
| Warren Averett Asset Management, LLC | 3,866 | $283.2 萬 | 0.07% | +1,581+69.2% | 加碼 |
| Compton Wealth Advisory Group, LLC | 3,875 | $283.9 萬 | 0.78% | +83+2.2% | 加碼 |
| Chicago Trust Co NA | 3,882 | $284.4 萬 | 0.59% | −157−3.9% | 減碼 |
| Prossimo Advisors, LLC | 3,889 | $284.9 萬 | 5.51% | −95−2.4% | 減碼 |
| Schear Investment Advisers, LLC | 3,890 | $285.0 萬 | 2.29% | +110+2.9% | 加碼 |
| Umpqua Bank | 3,892 | $285.1 萬 | 1.17% | +3,892 | 新進 |
| Aspire Capital Advisors LLC | 3,915 | $286.8 萬 | 0.97% | −31−0.8% | 減碼 |
| Central Valley Advisors, LLC | 3,917 | $286.8 萬 | 1.48% | +49+1.3% | 加碼 |
| Fortis Capital Advisors, LLC | 3,919 | $287.1 萬 | 1.21% | +1,048+36.5% | 加碼 |
| Horizon Investments, LLC | 3,929 | $287.4 萬 | 0.08% | −266−6.3% | 減碼 |
| Legacy Wealth Management, LLC | 3,927 | $287.7 萬 | 1.30% | 00.0% | 不變 |
| O'Brien Greene & Co. Inc | 3,932 | $288.1 萬 | 0.95% | −5−0.1% | 減碼 |
| Altman Advisors, Inc. | 3,996 | $288.2 萬 | 1.40% | +35+0.9% | 加碼 |
| Monterey Private Wealth, Inc. | 3,935 | $288.3 萬 | 1.16% | +7+0.2% | 加碼 |
| JSF Financial, LLC | 3,938 | $288.5 萬 | 0.90% | −264−6.3% | 減碼 |
| GAMMA Investing LLC | 3,943 | $288.9 萬 | 0.59% | +690+21.2% | 加碼 |
| Am Investment Strategies LLC | 3,948 | $289.3 萬 | 0.73% | +13+0.3% | 加碼 |
| Sand Hill Global Advisors, LLC | 3,950 | $289.4 萬 | 0.14% | +140+3.7% | 加碼 |
| Cordatus Wealth Management LLC | 3,952 | $289.5 萬 | 2.10% | +33+0.8% | 加碼 |
| Coastal Investment Advisors, Inc. | 3,956 | $289.8 萬 | 0.60% | −406−9.3% | 減碼 |
| GSB Wealth Management, LLC | 3,975 | $291.2 萬 | 0.82% | −185−4.4% | 減碼 |
| Sivia Capital Partners, LLC | 3,978 | $291.4 萬 | 1.98% | +32+0.8% | 加碼 |
| Coppell Advisory Solutions Corp. | 3,979 | $291.5 萬 | 0.55% | +3,979 | 新進 |
| Hudson Canyon Capital Management | 3,987 | $292.1 萬 | 1.88% | 00.0% | 不變 |
| Nicholas Hoffman & Company, LLC. | 3,999 | $292.9 萬 | 0.15% | −308−7.2% | 減碼 |
| Pensionfund Sabic | 4,000 | $293.1 萬 | 0.87% | −800−16.7% | 減碼 |
| Benedict Financial Advisors Inc | 4,001 | $293.2 萬 | 0.74% | +31+0.8% | 加碼 |
| Carret Asset Management, LLC | 4,004 | $293.3 萬 | 0.35% | −55−1.4% | 減碼 |
| Columbia Asset Management | 4,446 | $293.5 萬 | 0.60% | 00.0% | 不變 |
| ABLE Financial Group, LLC | 4,009 | $293.7 萬 | 1.15% | −211−5.0% | 減碼 |