Costco Wholesale Corporation $COST Stock Position Reduced by L.M. Kohn & Company

L.M. Kohn & Company cut its holdings in Costco Wholesale Corporation (NASDAQ:COST) by 85.6% during the third quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 1,954 shares of the retailer’s stock after selling 11,644 shares during the period. Costco Wholesale comprises about 2.2% of L.M. Kohn & Company’s holdings, making the stock its 9th largest position. L.M. Kohn & Company’s holdings in Costco Wholesale were worth $1,809,000 at the end of the most recent quarter.

A number of other institutional investors also recently bought and sold shares of COST. Brighton Jones LLC boosted its holdings in Costco Wholesale by 12.3% in the fourth quarter. Brighton Jones LLC now owns 19,825 shares of the retailer’s stock valued at $18,165,000 after purchasing an additional 2,172 shares in the last quarter. Revolve Wealth Partners LLC raised its holdings in Costco Wholesale by 13.1% during the fourth quarter. Revolve Wealth Partners LLC now owns 1,123 shares of the retailer’s stock worth $1,029,000 after purchasing an additional 130 shares in the last quarter. Drucker Wealth 3.0 LLC lifted its position in shares of Costco Wholesale by 45.0% during the 2nd quarter. Drucker Wealth 3.0 LLC now owns 657 shares of the retailer’s stock worth $645,000 after buying an additional 204 shares during the last quarter. Sivia Capital Partners LLC boosted its holdings in shares of Costco Wholesale by 4.5% in the 2nd quarter. Sivia Capital Partners LLC now owns 3,853 shares of the retailer’s stock valued at $3,814,000 after buying an additional 165 shares in the last quarter. Finally, Pinnacle Wealth Planning Services Inc. grew its position in shares of Costco Wholesale by 1.1% in the 2nd quarter. Pinnacle Wealth Planning Services Inc. now owns 2,110 shares of the retailer’s stock valued at $2,089,000 after buying an additional 23 shares during the last quarter. 68.48% of the stock is owned by hedge funds and other institutional investors.

Key Costco Wholesale News

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

• Positive Sentiment: Costco is expanding same‑day delivery across Europe (Paris to Madrid), which supports international growth and services-led revenue expansion. Costco Stock (COST) has no Joie de Vivre Despite Expanding Services to Paris and Madrid
• Positive Sentiment: Analyst coverage remains generally favorable (average “Moderate Buy” / bullish writeups), offering support amid near‑term volatility. Costco Wholesale Corporation (NASDAQ:COST) Given Average Rating of “Moderate Buy” by Brokerages
• Neutral Sentiment: Costco continues product and membership promotions (Kirkland x Nike SB Dunk release, Gold Star membership digital shop card) that boost customer engagement but are unlikely to move near‑term results materially. Costco and Nike released the Kirkland x Nike SB Dunk shoes. Are they worth it? This Costco Gold Star Membership gets you a $20 Digital Costco Shop Card*
• Neutral Sentiment: Valuation remains rich (high P/E relative to peers), which can amplify reactions to news and weighs on upside in a risk‑off session. (Background market data)
• Negative Sentiment: A proposed class‑action accuses Costco of misleading customers by marketing its rotisserie chicken as having “no preservatives.” Legal risk and reputation headlines are the clearest short‑term negative catalyst. Costco Is Sued Over Preservatives in Its $5 Rotisserie Chickens Costco sued over ‘no preservatives’ claims
• Negative Sentiment: Some fund activity shows minor trimming of positions (e.g., Alpha Cubed Investments sold shares), which can add to downward pressure in a smaller‑volume selloff. Alpha Cubed Investments LLC Trims Position in Costco Wholesale Corporation $COST

Costco Wholesale Stock Performance

Shares of COST opened at $940.25 on Friday. The stock has a market capitalization of $417.35 billion, a P/E ratio of 50.36, a P/E/G ratio of 5.70 and a beta of 1.02. The company has a debt-to-equity ratio of 0.19, a quick ratio of 0.53 and a current ratio of 1.04. Costco Wholesale Corporation has a 1 year low of $844.06 and a 1 year high of $1,078.23. The company’s fifty day moving average is $906.50 and its two-hundred day moving average is $929.59.

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

Costco Wholesale Announces Dividend

The firm also recently announced a quarterly dividend, which will be paid on Friday, February 13th. Shareholders of record on Friday, January 30th will be given a dividend of $1.30 per share. The ex-dividend date is Friday, January 30th. This represents a $5.20 annualized dividend and a yield of 0.6%. Costco Wholesale’s payout ratio is presently 27.85%.

Wall Street Analysts Forecast Growth

A number of equities research analysts recently weighed in on COST shares. The Goldman Sachs Group reduced their price target on shares of Costco Wholesale from $1,218.00 to $1,171.00 and set a “buy” rating for the company in a research report on Friday, December 12th. Oppenheimer decreased their target price on Costco Wholesale from $1,130.00 to $1,050.00 and set an “outperform” rating for the company in a research report on Monday, November 3rd. HSBC dropped their price target on Costco Wholesale from $1,060.00 to $1,045.00 and set a “hold” rating on the stock in a research note on Friday, December 12th. Guggenheim reiterated a “neutral” rating on shares of Costco Wholesale in a research note on Monday, December 22nd. Finally, UBS Group restated a “buy” rating on shares of Costco Wholesale in a research report on Friday, December 12th. Twenty-one research analysts have rated the stock with a Buy rating, twelve have issued a Hold rating and one has assigned a Sell rating to the company. According to MarketBeat.com, the stock currently has a consensus rating of “Moderate Buy” and an average target price of $996.00.

Insider Buying and Selling at Costco Wholesale

In other news, EVP Russell D. Miller sold 1,500 shares of the firm’s stock in a transaction that occurred on Friday, January 9th. The stock was sold at an average price of $916.32, for a total value of $1,374,480.00. Following the completion of the sale, the executive vice president directly owned 8,240 shares of the company’s stock, valued at $7,550,476.80. This trade represents a 15.40% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available through this hyperlink. Also, EVP James C. Klauer sold 1,500 shares of Costco Wholesale stock in a transaction that occurred on Wednesday, January 14th. The shares were sold at an average price of $939.00, for a total value of $1,408,500.00. Following the completion of the sale, the executive vice president owned 44,837 shares in the company, valued at approximately $42,101,943. This trade represents a 3.24% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. In the last quarter, insiders sold 9,315 shares of company stock worth $8,549,409. 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.