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 4 季 13F 持有人
Costco Wholesale Corp 在 2024/12/31 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
- 3,941
- 較 2024 年第 3 季 +422 家
- 持有股數
- 3.05 億
- 較 2024 年第 3 季 −169.0 萬 (−0.6%)
- 總市值
- $2,796 億
- 較 2024 年第 3 季 +$144.2 億 (+5.4%)
- 新進機構
- 509
- 另有 1,497 家加碼
- 清倉機構
- 87
- 另有 1,460 家減碼
另有 71 家機構在 2024 年第 3 季持有、還沒有申報 2024 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 |
2024 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 2024 年第 3 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Petros Family Wealth, LLC | 1,697 | $155.5 萬 | 1.68% | +1,697 | 新進 |
| Eqis Capital Management, Inc. | 1,700 | $155.8 萬 | 0.13% | −82−4.6% | 減碼 |
| Meyer Handelman Co | 1,703 | $156.0 萬 | 0.05% | −10−0.6% | 減碼 |
| Guerra Advisors Inc | 1,706 | $156.3 萬 | 0.87% | +1,706 | 新進 |
| MBM Wealth Consultants, LLC | 1,720 | $156.5 萬 | 0.47% | +24+1.4% | 加碼 |
| Prescott Group Capital Management, L.L.C. | 1,708 | $156.5 萬 | 0.21% | 00.0% | 不變 |
| Edge Capital Group, LLC | 15,269 | $156.6 萬 | 0.07% | +13,478+752.5% | 加碼 |
| Shum Financial Group, Inc. | 1,713 | $157.0 萬 | 1.36% | −1−0.1% | 減碼 |
| Sovereign Financial Group, Inc. | 1,715 | $157.2 萬 | 0.36% | +12+0.7% | 加碼 |
| Impact Capital Partners LLC | 1,718 | $157.4 萬 | 0.56% | +1,718 | 新進 |
| Legacy Financial Advisors, Inc. | 1,718 | $157.5 萬 | 0.26% | −37−2.1% | 減碼 |
| Olistico Wealth, LLC | 1,719 | $157.5 萬 | 0.92% | −3−0.2% | 減碼 |
| MJP Associates Inc | 1,722 | $157.8 萬 | 0.28% | −12−0.7% | 減碼 |
| Hexagon Capital Partners LLC | 1,723 | $157.8 萬 | 0.29% | −2−0.1% | 減碼 |
| SevenBridge Financial Group, LLC | 1,492 | $157.9 萬 | 0.30% | +897+150.8% | 加碼 |
| Quadcap Wealth Management, LLC | 1,727 | $158.2 萬 | 0.23% | +23+1.3% | 加碼 |
| Cito Capital Group, LLC | 1,727 | $158.2 萬 | 0.58% | 00.0% | 不變 |
| London Co of Virginia | 1,730 | $158.5 萬 | 0.01% | 00.0% | 不變 |
| Heritage Wealth Management, Inc. | 1,732 | $158.7 萬 | 0.53% | 00.0% | 不變 |
| Paul R. Ried Financial Group, LLC | 1,735 | $159.0 萬 | 1.12% | +1,735 | 新進 |
| Great Waters Wealth Management | 1,736 | $159.1 萬 | 0.20% | −39−2.2% | 減碼 |
| Prentice Wealth Management LLC | 1,737 | $159.2 萬 | 0.46% | +42+2.5% | 加碼 |
| Lodestar Private Asset Management LLC | 1,741 | $159.5 萬 | 0.20% | +5+0.3% | 加碼 |
| Evelyn Partners Investment Management (Europe) Ltd | 1,741 | $159.5 萬 | 0.58% | +1,741 | 新進 |
| Financial & Tax Architects, LLC | 1,745 | $159.9 萬 | 0.41% | +122+7.5% | 加碼 |
| Matisse Capital | 1,756 | $160.9 萬 | 0.82% | −62−3.4% | 減碼 |
| Pacific Capital Wealth Advisors, Inc | 1,758 | $161.0 萬 | 0.27% | −15−0.8% | 減碼 |
| Tempus Wealth Planning, LLC | 1,759 | $161.2 萬 | 0.49% | +108+6.5% | 加碼 |
| Traveka Wealth, LLC | 1,761 | $161.4 萬 | 0.89% | +1,027+139.9% | 加碼 |
| Peddock Capital Advisors, LLC | 1,762 | $161.4 萬 | 0.39% | 00.0% | 不變 |
| Centurion Wealth Management LLC | 1,766 | $161.8 萬 | 0.51% | +36+2.1% | 加碼 |
| DMG Group, LLC | 1,768 | $162.0 萬 | 1.32% | −62−3.4% | 減碼 |
| Associated Banc-Corp | 1,771 | $162.3 萬 | 0.05% | +145+8.9% | 加碼 |
| Gries Financial LLC | 1,774 | $162.5 萬 | 0.29% | −5−0.3% | 減碼 |
| Rollins Financial Advisors, LLC | 1,777 | $162.8 萬 | 0.25% | −85−4.6% | 減碼 |
| Modus Advisors, LLC | 1,777 | $162.9 萬 | 0.51% | +131+8.0% | 加碼 |
| MorganRosel Wealth Management, LLC | 1,787 | $163.7 萬 | 0.54% | +379+26.9% | 加碼 |
| Anfield Capital Management, LLC | 1,789 | $163.9 萬 | 0.59% | +29+1.6% | 加碼 |
| Keating Investment Counselors Inc | 1,790 | $164.0 萬 | 0.51% | 00.0% | 不變 |
| Sonata Capital Group Inc | 1,794 | $164.4 萬 | 0.68% | +62+3.6% | 加碼 |
| Octavia Wealth Advisors, LLC | 1,794 | $164.4 萬 | 0.20% | −3−0.2% | 減碼 |
| Prudent Investors Network | 1,795 | $164.5 萬 | 0.48% | +923+105.8% | 加碼 |
| Caitlin John, LLC | 1,796 | $164.6 萬 | 1.12% | +49+2.8% | 加碼 |
| Lineweaver Wealth Advisors, LLC | 1,788 | $164.7 萬 | 0.30% | −71−3.8% | 減碼 |
| Horst & Graben Wealth Management LLC | 1,801 | $165.0 萬 | 0.29% | +23+1.3% | 加碼 |
| Chatham Capital Group, Inc. | 1,801 | $165.0 萬 | 0.27% | +35+2.0% | 加碼 |
| Alteri Wealth LLC | 1,801 | $165.0 萬 | 0.46% | +1,801 | 新進 |
| Texas Bank & Trust Co | 1,804 | $165.3 萬 | 0.68% | +1,804 | 新進 |
| Aventura Private Wealth, LLC | 1,808 | $165.7 萬 | 0.89% | +1,808 | 新進 |
| Herold Advisors, Inc. | 1,808 | $165.7 萬 | 0.36% | −216−10.7% | 減碼 |
| Invera Wealth Advisors, LLC | 1,759 | $165.8 萬 | 1.64% | −136−7.2% | 減碼 |
| UMA Financial Services, Inc. | 1,810 | $165.8 萬 | 0.28% | +1+0.1% | 加碼 |
| Stonebridge Financial Planning Group, LLC | 1,812 | $166.0 萬 | 0.74% | +105+6.2% | 加碼 |
| Toth Financial Advisory Corp | 1,812 | $166.0 萬 | 0.20% | −30−1.6% | 減碼 |
| Cascade Financial Partners, LLC | 1,815 | $166.3 萬 | 0.22% | +5+0.3% | 加碼 |
| Richwood Investment Advisors, LLC | 1,816 | $166.4 萬 | 1.39% | +7+0.4% | 加碼 |
| Gould Asset Management LLC | 1,819 | $166.7 萬 | 0.35% | +392+27.5% | 加碼 |
| Crews Bank & Trust | 1,820 | $166.8 萬 | 0.28% | +1,820 | 新進 |
| Roberts Capital Advisors, LLC | 1,821 | $166.9 萬 | 1.40% | 00.0% | 不變 |
| Regent Peak Wealth Advisors LLC | 1,822 | $167.0 萬 | 0.37% | +119+7.0% | 加碼 |
| Arbor Investment Advisors, LLC | 1,829 | $167.6 萬 | 0.24% | 00.0% | 不變 |
| Kennedy Investment Group | 1,830 | $167.7 萬 | 0.76% | 00.0% | 不變 |
| St. Johns Investment Management Company, LLC | 1,830 | $167.7 萬 | 0.78% | +23+1.3% | 加碼 |
| Crewe Advisors LLC | 1,832 | $167.9 萬 | 0.23% | +27+1.5% | 加碼 |
| Opinicus Capital, Inc. | 1,836 | $168.2 萬 | 1.41% | −62−3.3% | 減碼 |
| White Knight Strategic Wealth Advisors, LLC | 1,836 | $168.2 萬 | 0.70% | +870+90.1% | 加碼 |
| Essex Savings Bank | 1,837 | $168.3 萬 | 0.42% | −24−1.3% | 減碼 |
| Laraway Financial Inc | 1,837 | $168.3 萬 | 1.33% | −5−0.3% | 減碼 |
| Abacus Wealth Partners, LLC | 1,837 | $168.3 萬 | 0.25% | −146−7.4% | 減碼 |
| Sovran Advisors, LLC | 1,843 | $169.1 萬 | 0.24% | +1,843 | 新進 |
| Legacy Edge Advisors, LLC | 1,835 | $169.2 萬 | 0.27% | 00.0% | 不變 |
| Citizens National Bank Trust Department | 1,857 | $170.2 萬 | 0.36% | +19+1.0% | 加碼 |
| Fulcrum Capital LLC | 1,858 | $170.2 萬 | 0.36% | 00.0% | 不變 |
| Canandaigua National Bank & Trust Co | 1,859 | $170.3 萬 | 0.17% | −39−2.1% | 減碼 |
| Curtis Advisory Group, LLC | 1,859 | $170.3 萬 | 0.45% | −25−1.3% | 減碼 |
| Chris Bulman Inc | 1,859 | $170.4 萬 | 1.09% | +30+1.6% | 加碼 |
| Nicholson Wealth Management Group, LLC | 1,864 | $170.8 萬 | 1.14% | +378+25.4% | 加碼 |
| BayBridge Capital Group, LLC | 1,864 | $170.8 萬 | 1.24% | +131+7.6% | 加碼 |
| Evermay Wealth Management LLC | 1,864 | $170.8 萬 | 0.26% | −211−10.2% | 減碼 |
| RF&L Wealth Management, LLC | 1,865 | $170.9 萬 | 1.21% | 00.0% | 不變 |
| Vaughan David Investments LLC | 1,865 | $170.9 萬 | 0.04% | −5−0.3% | 減碼 |
| Orion Capital Management LLC | 1,867 | $171.1 萬 | 0.75% | −79−4.1% | 減碼 |
| First American Trust, FSB | 1,878 | $172.1 萬 | 0.17% | −80−4.1% | 減碼 |
| Red Wave Investments LLC | 1,879 | $172.2 萬 | 0.60% | −45−2.3% | 減碼 |
| Petra Financial Advisors Inc | 1,882 | $172.4 萬 | 1.17% | +2+0.1% | 加碼 |
| O'Dell Group, LLC | 1,884 | $172.6 萬 | 0.39% | −321−14.6% | 減碼 |
| General Partner, Inc. | 1,892 | $173.4 萬 | 1.04% | −100−5.0% | 減碼 |
| Fjell Capital, LLC | 1,893 | $173.5 萬 | 1.79% | +1,893 | 新進 |
| LCM Capital Management Inc | 1,905 | $174.6 萬 | 0.98% | +5+0.3% | 加碼 |
| Avidian Wealth Solutions, LLC | 1,909 | $174.9 萬 | 0.08% | +62+3.4% | 加碼 |
| Bearing Point Capital, LLC | 1,909 | $174.9 萬 | 0.36% | +1,909 | 新進 |
| Cross Staff Investments Inc | 1,910 | $175.0 萬 | 1.32% | −25−1.3% | 減碼 |
| CVA Family Office, LLC | 1,911 | $175.1 萬 | 0.28% | +82+4.5% | 加碼 |
| Ashton Thomas Securities, LLC | 1,913 | $175.4 萬 | 0.48% | +75+4.1% | 加碼 |
| Arkfeld Wealth Strategies, L.L.C. | 1,898 | $175.5 萬 | 0.81% | +1+0.1% | 加碼 |
| Mayflower Financial Advisors, LLC | 1,917 | $175.6 萬 | 0.26% | +3+0.2% | 加碼 |
| Welch Group, LLC | 1,905 | $175.7 萬 | 0.08% | +55+3.0% | 加碼 |
| Northstar Financial Companies, Inc. | 1,932 | $177.0 萬 | 1.68% | +1,932 | 新進 |
| LaSalle St. Investment Advisors, LLC | 1,933 | $177.1 萬 | 0.55% | +355+22.5% | 加碼 |
| WESPAC Advisors, LLC | 1,933 | $177.1 萬 | 1.30% | −20−1.0% | 減碼 |