Costco Wholesale Corporation $COST Shares Sold by Coldstream Capital Management Inc.

Coldstream Capital Management Inc. trimmed its stake in shares of Costco Wholesale Corporation (NASDAQ:COST) by 8.4% in the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 22,511 shares of the retailer’s stock after selling 2,069 shares during the period. Coldstream Capital Management Inc.’s holdings in Costco Wholesale were worth $20,837,000 as of its most recent SEC filing.

Other hedge funds and other institutional investors have also modified their holdings of the company. Norges Bank acquired a new stake in Costco Wholesale during the 2nd quarter worth about $5,692,035,000. Laurel Wealth Advisors LLC boosted its holdings in shares of Costco Wholesale by 96,316.6% in the second quarter. Laurel Wealth Advisors LLC now owns 1,378,758 shares of the retailer’s stock worth $1,364,888,000 after buying an additional 1,377,328 shares during the period. Amundi increased its position in shares of Costco Wholesale by 45.0% in the third quarter. Amundi now owns 3,176,606 shares of the retailer’s stock worth $2,893,697,000 after acquiring an additional 986,182 shares in the last quarter. Vanguard Group Inc. increased its position in shares of Costco Wholesale by 1.7% in the second quarter. Vanguard Group Inc. now owns 43,356,271 shares of the retailer’s stock worth $42,920,107,000 after acquiring an additional 711,560 shares in the last quarter. Finally, Invesco Ltd. raised its holdings in shares of Costco Wholesale by 9.8% during the second quarter. Invesco Ltd. now owns 4,291,557 shares of the retailer’s stock valued at $4,248,384,000 after acquiring an additional 383,887 shares during the period. Institutional investors and hedge funds own 68.48% of the company’s stock.

Costco Wholesale Stock Performance

Shares of COST opened at $996.16 on Wednesday. The company has a market capitalization of $441.95 billion, a PE ratio of 51.80, a PEG ratio of 5.06 and a beta of 1.01. The company has a debt-to-equity ratio of 0.18, a quick ratio of 0.59 and a current ratio of 1.06. The company’s 50 day moving average price is $980.18 and its 200 day moving average price is $937.82. Costco Wholesale Corporation has a 52 week low of $844.06 and a 52 week high of $1,067.08.

Costco Wholesale (NASDAQ:COST) last issued its earnings results on Thursday, March 5th. The retailer reported $4.58 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $4.55 by $0.03. Costco Wholesale had a net margin of 2.99% and a return on equity of 28.57%. The company had revenue of $69.60 billion during the quarter, compared to analyst estimates of $68.96 billion. During the same quarter last year, the business posted $4.02 EPS. The company’s revenue for the quarter was up 9.2% on a year-over-year basis. Research analysts expect that Costco Wholesale Corporation will post 18.03 EPS for the current fiscal year.

Costco Wholesale Dividend Announcement

The company also recently disclosed a quarterly dividend, which was paid on Friday, February 13th. Investors of record on Friday, January 30th were given a dividend of $1.30 per share. The ex-dividend date of this dividend was Friday, January 30th. This represents a $5.20 dividend on an annualized basis and a yield of 0.5%. Costco Wholesale’s dividend payout ratio (DPR) is presently 27.04%.

Wall Street Analysts Forecast Growth

Several brokerages recently commented on COST. Citigroup restated a “neutral” rating on shares of Costco Wholesale in a research report on Friday, February 20th. Robert W. Baird set a $1,100.00 target price on shares of Costco Wholesale in a research note on Thursday, February 5th. Truist Financial increased their target price on Costco Wholesale from $926.00 to $977.00 and gave the company a “hold” rating in a report on Friday, March 6th. Raymond James Financial raised their target price on Costco Wholesale from $1,000.00 to $1,100.00 and gave the stock an “outperform” rating in a research report on Friday, March 6th. Finally, Weiss Ratings reiterated a “hold (c+)” rating on shares of Costco Wholesale in a report on Monday, December 29th. Twenty-two analysts have rated the stock with a Buy rating, twelve have issued a Hold rating and one has given a Sell rating to the company. According to data from MarketBeat, the company has an average rating of “Moderate Buy” and a consensus target price of $1,039.13.

Key Costco Wholesale News

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

• Positive Sentiment: Management says shoppers remain willing to spend at Costco and its fuel business is resilient; commentary that Costco moderates gas margin changes supports steady traffic and membership value, a bullish signal for near-term same-store sales. Why Costco Stock Is Up 16% in 2026
• Positive Sentiment: Kirkland Signature continues to expand (new products from wings to salmon and ongoing brand-strength coverage), reinforcing private-label margins and member loyalty — a structural moat that supports higher-margin sales over time. Costco adds new Kirkland Signature products
• Positive Sentiment: New checkout technology pilots could speed throughput and reduce labor/friction costs if rolled out broadly, improving store economics and customer experience. Costco’s New Checkout Tech
• Neutral Sentiment: Costco is pursuing local expansion talks (Asheville, NC), which could support long-term growth but have limited immediate earnings impact. Is Asheville Costco still possible?
• Negative Sentiment: Costco has issued recalls and public warnings for prepared meatloaf/meal kits over potential Salmonella contamination in multiple states; recalls can drive short-term costs, refunds, regulatory scrutiny and pressure foot traffic for affected categories. Costco recalls popular heat-and-serve meal sold at NC stores
• Negative Sentiment: Broad media and health-department alerts (Hawaii, multiple states) amplified the recall story, increasing reputational risk and the chance of localized sales softness in deli/ready-to-eat categories. Costco warns shoppers after salmonella contamination

Insider Activity

In other Costco Wholesale news, EVP Claudine Adamo sold 730 shares of the business’s stock in a transaction dated Monday, March 9th. The stock was sold at an average price of $1,003.02, for a total value of $732,204.60. Following the transaction, the executive vice president owned 6,121 shares in the company, valued at $6,139,485.42. The trade was a 10.66% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is available through the SEC website. Also, EVP Teresa A. Jones sold 850 shares of the company’s stock in a transaction dated Wednesday, January 21st. The stock was sold at an average price of $986.26, for a total value of $838,321.00. Following the completion of the transaction, the executive vice president directly owned 4,228 shares in the company, valued at approximately $4,169,907.28. The trade was a 16.74% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. In the last quarter, insiders have sold 7,645 shares of company stock valued at $7,049,302. 0.10% of the stock is currently owned by company insiders.

Costco Wholesale 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.