Public ownership evidence

Costco Wholesale Corp (COST) Ownership Disclosures

Read COST insider transactions, institutional 13F filings and Congressional disclosures with report dates, public availability and original receipts.

As of 2026-10-10T12:08:28.848Z

Separate the three disclosure sources

Step 1 of 3

Recent Form 4 activity

Costco Wholesale Corp: source evidence dated 2026-10-10T12:08:28.848Z.

Available
2026-09-30
Trade date
2026-09-29
Reporting owners
Frates Caton
Code
S
Shares
800.64
Reported value
Not reported
What you should see

The displayed owner or issuer and source fields identify the receipt to verify; keep reporting and availability dates separate.

Step 2 of 3

Is this an insider transaction, 13F holding, or Congressional event?

Each source has different dates and units. Raw ticker-matched receipts, including amendments, are not deduplicated current ownership totals.

SEC 0000909832-26-000090
What you should see

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Step 3 of 3

Read COST fundamentals

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Read COST fundamentals
What you should see

Keep reporting dates and units beside the answer, and inspect its original citations.

Recent Form 4 activity

See the complete recent form 4 activity

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2026-09-302026-09-29Frates CatonS800.64Not reported
2026-09-302026-09-29Adamo ClaudineS2,200Not reported
2026-09-142026-09-10Wilcox William RichardA4,129Not reported
2026-09-142026-09-10Rubanenko YoramA4,129Not reported
2026-09-142026-09-10Riel PierreA4,552Not reported
2026-09-142026-09-10Klauer James CA4,129Not reported
2026-09-142026-09-10Jones Teresa A.A4,129Not reported
2026-09-142026-09-10Frates CatonA4,552Not reported
2026-09-142026-09-10Adamo ClaudineA4,129Not reported

90-day public availability window, up to 50 records.

Recent institutional filing receipts

These are raw ticker-matched positions in recent 13F receipts, including amendments. They are not deduplicated current ownership totals. Open the manager profile to inspect its effective filing book.

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Cornerstone Financial Management LLC2026-06-302026-08-29152$142,191None
Cornerstone Financial Management LLC2026-03-312026-08-29131$130,532None
Cornerstone Financial Management LLC2025-12-312026-08-29120$103,481None
NWM ADVISORS, LLC2026-06-302026-08-29328$306,834None
B. Riley Wealth Advisors, Inc.2025-03-312026-08-29300$283,734Call
B. Riley Wealth Advisors, Inc.2025-03-312026-08-2922,086$20,888,139None
OPTIMIZE FINANCIAL INC.2026-06-302026-08-28634$593,088None
Advisors Asset Management, Inc.2021-12-312026-08-2844,494$25,259,244None
Advisors Asset Management, Inc.2022-12-312026-08-2831,640$14,443,660None
Advisors Asset Management, Inc.2020-06-302026-08-288$2,426None
Advisors Asset Management, Inc.2020-06-302026-08-2866,475$20,155,885None
Advisors Asset Management, Inc.2022-06-302026-08-2842,283$20,265,000None
Advisors Asset Management, Inc.2021-09-302026-08-2841,994$18,870,000None
Corient Private Wealth LP2026-06-302026-08-289,712$9,085,785None
Corient Private Wealth LP2026-06-302026-08-28744,994$696,921,783None
Redwood Investment Management, LLC2024-12-312026-08-281,603$1,469,000None
Redwood Investment Management, LLC2025-03-312026-08-282,228$2,107,000None
BOSTON RESEARCH & MANAGEMENT INC2025-12-312026-08-28290$250,079None
Formuepleje A/S2026-06-302026-08-282,237$2,092,646None
Wellington Grp LLC2026-06-302026-08-27456$426,609None
Reflection Asset Management2026-03-312026-08-273,217$3,205,515None
Legacy Edge Advisors, LLC2025-09-302026-08-272,010$1,860,731None
HORAN Wealth, LLC2026-06-302026-08-27830$776,720None
Principia Wealth Advisory, LLC2026-06-302026-08-2739$36,483None
Principia Wealth Advisory, LLC2026-03-312026-08-2730$29,893None
Brown Financial Advisors2026-06-302026-08-271,177$1,100,580None
Schulz Wealth, LTD.2026-06-302026-08-27328$306,834None
Advisors Asset Management, Inc.2024-03-312026-08-2723,114$16,934,010None
Advisors Asset Management, Inc.2025-03-312026-08-2729,158$27,577,053None
Advisors Asset Management, Inc.2022-09-302026-08-2738,201$18,041,000None
Advisors Asset Management, Inc.2020-12-312026-08-2754,145$20,401,000None
Advisors Asset Management, Inc.2022-03-312026-08-2745,417$26,153,379None
Advisors Asset Management, Inc.2023-06-302026-08-2722,358$12,037,100None
Advisors Asset Management, Inc.2023-09-302026-08-2722,071$12,469,232None
Advisors Asset Management, Inc.2023-03-312026-08-2726,168$13,002,094None
Advisors Asset Management, Inc.2021-03-312026-08-2750,143$17,674,405None
Advisors Asset Management, Inc.2021-06-302026-08-2744,653$17,668,000None
Advisors Asset Management, Inc.2020-09-302026-08-2760,845$21,599,975None
Advisors Asset Management, Inc.2025-09-302026-08-2732,873$30,428,235None
Advisors Asset Management, Inc.2023-12-312026-08-2721,632$14,278,851None
WILLIAM JOHN SEMPOLINSKI2026-03-312026-08-27350$348,751None
WILLIAM JOHN SEMPOLINSKI2025-12-312026-08-27300$258,702None
Dakota Wealth Management2025-09-302026-08-2753,103$49,153,670None
Dakota Wealth Management2025-12-312026-08-2751,046$44,018,947None
Dakota Wealth Management2026-03-312026-08-2753,836$53,643,938None
Redwood Investment Management, LLC2025-06-302026-08-271,827$1,809,000None
Redwood Investment Management, LLC2025-09-302026-08-271,908$1,766,000None
Redwood Investment Management, LLC2025-12-312026-08-271,992$1,718,000None
BOSTON RESEARCH & MANAGEMENT INC2026-03-312026-08-27290$288,965None
Advus Financial Partners, LLC2026-06-302026-08-26611$572,011None

90-day public filing window, up to 50 source positions.

Cornerstone Financial Management LLC ↗Cornerstone Financial Management LLC ↗Cornerstone Financial Management LLC ↗NWM ADVISORS, LLC ↗B. Riley Wealth Advisors, Inc. ↗B. Riley Wealth Advisors, Inc. ↗OPTIMIZE FINANCIAL INC. ↗Advisors Asset Management, Inc. ↗Advisors Asset Management, Inc. ↗Advisors Asset Management, Inc. ↗

Recent Congressional disclosures

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Ro Khanna2026-10-082026-09-25purchase$1,001 - $15,000
Ro Khanna2026-10-082026-09-11purchase$1,001 - $15,000
Ro Khanna2026-10-082026-09-04sale$15,001-$50,000

Bounded public source preview, up to 25 disclosed events.

How to read the disclosure dates

The tables report different things: insider transactions, institutional positions and Congressional transaction ranges. Read each table with its source dates and units. They cannot be added into a combined ownership percentage.

  1. Company insiders

    SEC Form 4 purchases, sales and awards report transactions and their public filing availability.

  2. Institutional managers

    13F reports disclose delayed quarter-end positions. They are not a record of trades between quarters.

  3. Congressional filers

    Periodic transaction reports disclose transaction dates and amount brackets. Public filing dates determine what researchers could know.

Institutional source directory ↗Congressional source directory ↗

Read the transaction codes

Awards use transaction code A, purchases P and sales S. An acquisition from an award is not the same as an open-market purchase. Joint filers may share a transaction. Use original receipts and availability dates to interpret the events.

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