Cwm LLC Has $65.43 Million Holdings in Costco Wholesale Corporation $COST

Cwm LLC increased its position in shares of Costco Wholesale Corporation (NASDAQ:COST) by 2.1% during the third quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The firm owned 70,682 shares of the retailer’s stock after purchasing an additional 1,447 shares during the period. Cwm LLC’s holdings in Costco Wholesale were worth $65,425,000 at the end of the most recent reporting period.

A number of other large investors have also modified their holdings of COST. Peterson Wealth Services lifted its holdings in shares of Costco Wholesale by 0.5% during the second quarter. Peterson Wealth Services now owns 13,616 shares of the retailer’s stock valued at $13,479,000 after acquiring an additional 72 shares during the period. Fishman Jay A Ltd. MI grew its holdings in shares of Costco Wholesale by 3.5% in the 2nd quarter. Fishman Jay A Ltd. MI now owns 16,888 shares of the retailer’s stock worth $16,718,000 after purchasing an additional 575 shares during the last quarter. Wealthspire Advisors LLC increased its position in shares of Costco Wholesale by 2.0% during the 2nd quarter. Wealthspire Advisors LLC now owns 15,799 shares of the retailer’s stock worth $15,640,000 after purchasing an additional 312 shares in the last quarter. Vanguard Group Inc. lifted its holdings in Costco Wholesale by 1.7% during the 2nd quarter. Vanguard Group Inc. now owns 43,356,271 shares of the retailer’s stock valued at $42,920,107,000 after purchasing an additional 711,560 shares during the last quarter. Finally, Independent Solutions Wealth Management LLC boosted its position in Costco Wholesale by 0.3% in the second quarter. Independent Solutions Wealth Management LLC now owns 20,638 shares of the retailer’s stock valued at $20,430,000 after buying an additional 53 shares in the last quarter. 68.48% of the stock is currently owned by institutional investors and hedge funds.

Key Costco Wholesale News

Here are the key news stories impacting Costco Wholesale this week:

• Positive Sentiment: Northcoast Research upgraded COST from Neutral to Buy and set a $1,100 price target (roughly +26% upside vs. current levels), a direct catalyst for upside by raising institutional conviction. Northcoast upgrade
• Positive Sentiment: Long-form bullish takes argue Costco can be a “multimillionaire-maker” thanks to steady membership renewals, expanding store footprint and resilient consumer demand — messaging that supports a buy-and-hold thesis. Is Costco Stock a Multimillionaire Maker?
• Positive Sentiment: Analyst/commentary pieces and listicles are pitching Costco as a compelling 2026 investment (membership economics, margin resilience, steady comps), reinforcing demand from long-term retail investors. 4 Reasons You Should Invest in Costco Stock in 2026
• Positive Sentiment: Costco’s Quality ranking moved higher after a Q1 beat and its public stance on tariff/legal issues — positive signals for fundamentals and investor confidence. Costco Tops Quality Rankings Amid Q1 Beat
• Neutral Sentiment: Holiday-store-hour coverage (Christmas Eve/Day) is driving local traffic/volume questions but is not a material company fundamental change; useful for short-term foot-traffic monitoring. Is Costco open or closed on Christmas Day 2025?
• Neutral Sentiment: Industry comparisons (Walmart vs. Costco) and general retail commentary are circulating; they provide context but not immediate directional pressure on COST. Walmart vs. Costco
• Negative Sentiment: BJ’s Wholesale Club is pursuing a major expansion in Texas, signaling intensifying competition in key markets that could pressure margins or market share in the long run. BJ’s challenges Costco
• Negative Sentiment: Some analysis notes COST has been a “surprising loser” this year despite solid fundamentals, a narrative that can weigh on sentiment and explain profit-taking into the year-end. Where Will Costco Stock Be in 3 Years?

Insider Buying and Selling at Costco Wholesale

In related news, EVP William Richard Wilcox sold 2,400 shares of the company’s stock in a transaction dated Friday, November 7th. The stock was sold at an average price of $930.13, for a total value of $2,232,312.00. Following the completion of the sale, the executive vice president owned 2,000 shares in the company, valued at approximately $1,860,260. This represents a 54.55% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which can be accessed through this link. Also, EVP Claudine Adamo sold 2,700 shares of the stock in a transaction dated Friday, October 24th. The shares were sold at an average price of $935.68, for a total value of $2,526,336.00. Following the completion of the transaction, the executive vice president directly owned 6,851 shares in the company, valued at $6,410,343.68. The trade was a 28.27% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Over the last 90 days, insiders have sold 9,720 shares of company stock worth $9,010,257. 0.10% of the stock is currently owned by insiders.

Analysts Set New Price Targets

Several analysts have recently weighed in on the stock. Guggenheim reaffirmed a “neutral” rating on shares of Costco Wholesale in a report on Monday. Hovde Group started coverage on Costco Wholesale in a report on Tuesday, November 18th. They set a “market perform” rating and a $16.00 price target for the company. Wolfe Research assumed coverage on Costco Wholesale in a research report on Thursday, September 18th. They issued a “peer perform” rating for the company. The Goldman Sachs Group decreased their target price on Costco Wholesale from $1,218.00 to $1,171.00 and set a “buy” rating on the stock in a report on Friday, December 12th. Finally, Truist Financial lowered their target price on Costco Wholesale from $1,033.00 to $926.00 and set a “hold” rating for the company in a research note on Friday, December 12th. Nineteen analysts have rated the stock with a Buy rating, thirteen have issued a Hold rating and one has assigned a Sell rating to the company’s stock. According to data from MarketBeat.com, the company has a consensus rating of “Moderate Buy” and an average target price of $992.08.

Costco Wholesale Stock Performance

Shares of NASDAQ:COST opened at $872.75 on Friday. The company has a current ratio of 1.04, a quick ratio of 0.53 and a debt-to-equity ratio of 0.19. Costco Wholesale Corporation has a 1-year low of $844.06 and a 1-year high of $1,078.23. The stock has a market capitalization of $387.39 billion, a P/E ratio of 46.75, a P/E/G ratio of 5.23 and a beta of 1.00. The business has a 50-day moving average price of $903.64 and a two-hundred day moving average price of $940.47.

Costco Wholesale (NASDAQ:COST) last issued its earnings results on Thursday, December 11th. The retailer reported $4.34 earnings per share (EPS) for the quarter, beating the consensus estimate of $4.27 by $0.07. Costco Wholesale had a net margin of 2.96% and a return on equity of 29.35%. The company had revenue of $67.31 billion for the quarter, compared to analyst estimates of $67.03 billion. During the same quarter last year, the firm earned $4.04 EPS. The company’s revenue for the quarter was up 8.3% on a year-over-year basis. Equities analysts predict that Costco Wholesale Corporation will post 18.03 earnings per share for the current year.

Costco Wholesale Dividend Announcement

The firm also recently announced a quarterly dividend, which was paid on Friday, November 14th. Shareholders of record on Friday, October 31st were issued a dividend of $1.30 per share. This represents a $5.20 dividend on an annualized basis and a yield of 0.6%. The ex-dividend date of this dividend was Friday, October 31st. Costco Wholesale’s payout ratio is currently 27.85%.

Costco Wholesale Company Profile

Costco Wholesale Corporation operates a global chain of membership-only warehouse clubs that sell a wide array of merchandise in bulk at discounted prices. The company’s product mix includes groceries, fresh and frozen food, household goods, electronics, apparel, and seasonal items, augmented by its prominent private-label brand, Kirkland Signature. Costco’s business model centers on annual membership fees and high-volume, low-margin sales, designed to drive repeat purchasing and strong customer loyalty among both consumers and small-business buyers.

Beyond merchandise, Costco provides a range of ancillary services that complement its warehouses, including gasoline stations, pharmacy and optical services, hearing aid centers, photo services, and travel and insurance products.