Costco Wholesale Corporation $COST Shares Bought by Shelton Capital Management

01 Dec 2025, 10:00 by Renee Jackson · The Cerbat Gem

Shelton Capital Management grew its stake in Costco Wholesale Corporation (NASDAQ:COST – Free Report) by 2.6% during the 2nd quarter, Holdings Channel reports. The firm owned 61,272 shares of the retailer’s stock after purchasing an additional 1,580 shares during the quarter. Costco Wholesale makes up approximately 1.4% of Shelton Capital Management’s investment portfolio, making the stock its 11th largest position. Shelton Capital Management’s holdings in Costco Wholesale were worth $60,655,000 as of its most recent filing with the Securities & Exchange Commission.

A number of other institutional investors and hedge funds have also modified their holdings of COST. Brighton Jones LLC boosted its stake in shares of Costco Wholesale by 12.3% in the fourth quarter. Brighton Jones LLC now owns 19,825 shares of the retailer’s stock worth $18,165,000 after acquiring an additional 2,172 shares during the last quarter. Revolve Wealth Partners LLC boosted its stake in Costco Wholesale by 13.1% during the 4th 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 during the last quarter. Alberta Investment Management Corp grew its holdings in shares of Costco Wholesale by 14.8% during the first quarter. Alberta Investment Management Corp now owns 3,100 shares of the retailer’s stock worth $2,932,000 after buying an additional 400 shares in the last quarter. Liberty Wealth Management LLC raised its position in shares of Costco Wholesale by 12,450.4% in the first quarter. Liberty Wealth Management LLC now owns 110,569 shares of the retailer’s stock valued at $104,574,000 after buying an additional 109,688 shares during the last quarter. Finally, Quantum Financial Planning Services Inc. lifted its stake in shares of Costco Wholesale by 10.2% in the first quarter. Quantum Financial Planning Services Inc. now owns 2,403 shares of the retailer’s stock worth $2,271,000 after buying an additional 222 shares in the last quarter. Hedge funds and other institutional investors own 68.48% of the company’s stock.

Costco Wholesale Stock Up 0.5%

Costco Wholesale stock opened at $912.90 on Monday. The company has a market capitalization of $404.58 billion, a PE ratio of 50.13, a price-to-earnings-growth ratio of 5.54 and a beta of 0.98. The company has a debt-to-equity ratio of 0.20, a quick ratio of 0.55 and a current ratio of 1.03. Costco Wholesale Corporation has a fifty-two week low of $871.71 and a fifty-two week high of $1,078.23. The firm has a 50 day moving average price of $922.57 and a 200 day moving average price of $958.88.

Costco Wholesale (NASDAQ:COST – Get Free Report) last announced its earnings results on Thursday, September 25th. The retailer reported $5.87 EPS for the quarter, beating analysts’ consensus estimates of $5.81 by $0.06. The company had revenue of $86.16 billion during the quarter, compared to analysts’ expectations of $86.01 billion. Costco Wholesale had a return on equity of 30.09% and a net margin of 2.94%.Costco Wholesale’s revenue for the quarter was up 8.1% on a year-over-year basis. During the same period last year, the business posted $5.15 EPS. Research analysts expect that Costco Wholesale Corporation will post 18.03 earnings per share for the current year.

Costco Wholesale Dividend Announcement

The business also recently declared a quarterly dividend, which was paid on Friday, November 14th. Shareholders of record on Friday, October 31st were given a $1.30 dividend. The ex-dividend date of this dividend was Friday, October 31st. This represents a $5.20 dividend on an annualized basis and a yield of 0.6%. Costco Wholesale’s dividend payout ratio (DPR) is currently 28.56%.

Insider Buying and Selling

In related news, insider Tiffany Marie Barbre sold 1,239 shares of the company’s stock in a transaction that occurred on Friday, October 24th. The shares were sold at an average price of $934.62, for a total transaction of $1,157,994.18. Following the sale, the insider directly owned 5,155 shares in the company, valued at approximately $4,817,966.10. This represents a 19.38% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is accessible through the SEC website. Also, EVP William Richard Wilcox sold 2,400 shares of the firm’s stock in a transaction that occurred on Friday, November 7th. The shares were sold at an average price of $930.13, for a total transaction of $2,232,312.00. Following the completion of the sale, the executive vice president directly owned 2,000 shares in the company, valued at approximately $1,860,260. This trade represents a 54.55% decrease in their position. The SEC filing for this sale provides additional information. Over the last quarter, insiders have sold 9,720 shares of company stock worth $9,010,257. 0.18% of the stock is owned by corporate insiders.

Wall Street Analyst Weigh In

Several research analysts have recently weighed in on the company. Mizuho lowered their target price on Costco Wholesale from $975.00 to $950.00 and set a “neutral” rating on the stock in a report on Thursday, October 9th. Hovde Group assumed coverage on Costco Wholesale in a research note on Tuesday, November 18th. They issued a “market perform” rating and a $16.00 target price for the company. BTIG Research started coverage on shares of Costco Wholesale in a research report on Tuesday, October 14th. They set a “buy” rating and a $1,115.00 price target on the stock. Sanford C. Bernstein cut their price objective on shares of Costco Wholesale from $1,140.00 to $1,134.00 and set an “outperform” rating for the company in a research report on Tuesday, November 4th. Finally, Erste Group Bank downgraded shares of Costco Wholesale from a “buy” rating to a “hold” rating in a research note on Tuesday, August 5th. Eighteen investment analysts have rated the stock with a Buy rating and thirteen have issued a Hold rating to the company. According to data from MarketBeat, the stock presently has an average rating of “Moderate Buy” and a consensus target price of $1,025.07.

Read Our Latest Stock Report on Costco Wholesale

Costco Wholesale Company Profile

(Free Report)

Costco Wholesale Corporation, together with its subsidiaries, engages in the operation of membership warehouses in the United States, Puerto Rico, Canada, Mexico, Japan, the United Kingdom, Korea, Australia, Taiwan, China, Spain, France, Iceland, New Zealand, and Sweden. The company offers branded and private-label products in a range of merchandise categories.