Costco Wholesale Corporation $COST Position Cut by Coldstream Capital Management Inc.

Coldstream Capital Management Inc. decreased its position 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 SEC. The firm owned 22,511 shares of the retailer’s stock after selling 2,069 shares during the quarter. Coldstream Capital Management Inc.’s holdings in Costco Wholesale were worth $20,837,000 as of its most recent filing with the SEC.

Several other institutional investors have also modified their holdings of COST. Norges Bank acquired a new position in Costco Wholesale during the 2nd quarter valued at about $5,692,035,000. Laurel Wealth Advisors LLC increased its stake 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 valued at $1,364,888,000 after purchasing an additional 1,377,328 shares during the period. Amundi increased its stake in shares of Costco Wholesale by 45.0% in the third quarter. Amundi now owns 3,176,606 shares of the retailer’s stock valued at $2,893,697,000 after purchasing an additional 986,182 shares during the period. Vanguard Group Inc. raised its holdings in shares of Costco Wholesale by 1.7% during the second quarter. Vanguard Group Inc. now owns 43,356,271 shares of the retailer’s stock valued at $42,920,107,000 after buying an additional 711,560 shares during 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 buying an additional 383,887 shares during the last quarter. Institutional investors own 68.48% of the company’s stock.

Analysts Set New Price Targets

COST has been the subject of a number of recent analyst reports. Bank of America started coverage on Costco Wholesale in a report on Friday, February 27th. They issued a “buy” rating and a $1,185.00 price objective for the company. Rothschild & Co Redburn lifted their target price on Costco Wholesale from $890.00 to $1,000.00 and gave the company a “neutral” rating in a research note on Tuesday, February 17th. Deutsche Bank Aktiengesellschaft set a $1,044.00 price target on Costco Wholesale in a research report on Thursday, January 8th. Robert W. Baird set a $1,100.00 price target on Costco Wholesale in a report on Thursday, February 5th. Finally, UBS Group set a $1,175.00 price objective on shares of Costco Wholesale in a research note on Friday, March 6th. Twenty-two equities research analysts have rated the stock with a Buy rating, twelve have assigned a Hold rating and one has given a Sell rating to the company. Based on data from MarketBeat, the company currently has an average rating of “Moderate Buy” and a consensus target price of $1,039.13.

Insider Activity

In other news, EVP Russell D. Miller sold 1,500 shares of the firm’s stock in a transaction dated Friday, January 9th. The shares were sold at an average price of $916.32, for a total transaction of $1,374,480.00. Following the completion of the transaction, the executive vice president owned 8,240 shares in the company, valued at approximately $7,550,476.80. This trade represents a 15.40% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is accessible through this link. Also, EVP Claudine Adamo sold 730 shares of the business’s stock in a transaction that occurred on Monday, March 9th. The stock was sold at an average price of $1,003.02, for a total transaction of $732,204.60. Following the completion of the sale, 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. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold 7,645 shares of company stock valued at $7,049,302 over the last quarter. Insiders own 0.10% of the company’s stock.

Costco Wholesale News Summary

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

Costco Wholesale Price Performance

Shares of NASDAQ:COST opened at $996.16 on Wednesday. The stock has a market cap of $441.95 billion, a price-to-earnings 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 current ratio of 1.06 and a quick ratio of 0.59. Costco Wholesale Corporation has a 12 month low of $844.06 and a 12 month high of $1,067.08. The stock’s 50 day moving average price is $980.18 and its 200 day moving average price is $937.82.

Costco Wholesale (NASDAQ:COST) last issued its quarterly 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 return on equity of 28.57% and a net margin of 2.99%.The firm had revenue of $69.60 billion during the quarter, compared to analyst estimates of $68.96 billion. During the same period last year, the company posted $4.02 EPS. The firm’s quarterly revenue was up 9.2% on a year-over-year basis. Equities research analysts anticipate that Costco Wholesale Corporation will post 18.03 earnings per share for the current fiscal year.

Costco Wholesale Dividend Announcement

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

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.