Funds buy, sell Costco shares in Q3

Recent regulatory filings show mixed institutional activity in Costco Wholesale shares during the third quarter. Chicago Partners Investment Group increased its position by 6.8% to 10,188 shares, while Basso Capital Management opened a new position with 546 shares. Kelleher Financial Advisors reduced its holdings by 61.9%, leaving it with 586 shares. Separate filings also showed sizable second-quarter additions by major investors, including State Street, Bank of America and UBS; institutional investors and hedge funds collectively owned 68.48% of Costco stock. The reports also noted continued analyst coverage, but the available excerpts do not provide a complete consensus view.






