Parr Mcknight Wealth Management Group LLC Has $4.68 Million Stock Position in Costco Wholesale Corporation $COST

14 Dec 2025, 10:04 by Jessica Moore · The Cerbat Gem

Parr Mcknight Wealth Management Group LLC lowered its position in shares of Costco Wholesale Corporation (NASDAQ:COST – Free Report) by 21.4% in the second quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The fund owned 4,731 shares of the retailer’s stock after selling 1,286 shares during the quarter. Parr Mcknight Wealth Management Group LLC’s holdings in Costco Wholesale were worth $4,684,000 at the end of the most recent reporting period.

Several other hedge funds have also added to or reduced their stakes in the company. Bulwark Capital Corp acquired a new position in Costco Wholesale during the 2nd quarter valued at about $25,000. Soundwatch Capital LLC raised its stake in shares of Costco Wholesale by 635.7% during the second quarter. Soundwatch Capital LLC now owns 2,553 shares of the retailer’s stock worth $25,000 after buying an additional 2,206 shares during the last quarter. LFA Lugano Financial Advisors SA bought a new stake in shares of Costco Wholesale during the second quarter worth approximately $31,000. Anderson Financial Strategies LLC lifted its holdings in Costco Wholesale by 900.0% in the first quarter. Anderson Financial Strategies LLC now owns 40 shares of the retailer’s stock valued at $38,000 after buying an additional 36 shares during the period. Finally, Financial Connections Group Inc. boosted its stake in Costco Wholesale by 975.0% in the second quarter. Financial Connections Group Inc. now owns 43 shares of the retailer’s stock valued at $42,000 after acquiring an additional 39 shares during the last quarter. Institutional investors own 68.48% of the company’s stock.

Analyst Upgrades and Downgrades

A number of research analysts have recently weighed in on COST shares. HSBC cut 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. Citigroup cut their target price on Costco Wholesale from $1,065.00 to $990.00 and set a “neutral” rating on the stock in a research note on Monday, September 29th. Roth Capital set a $907.00 target price on Costco Wholesale and gave the stock a “neutral” rating in a report on Friday, September 26th. BMO Capital Markets reaffirmed an “outperform” rating on shares of Costco Wholesale in a research note on Friday. Finally, Wolfe Research initiated coverage on shares of Costco Wholesale in a research note on Thursday, September 18th. They set a “peer perform” rating on the stock. Eighteen research analysts have rated the stock with a Buy rating and twelve have given a Hold rating to the stock. Based on data from MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and a consensus target price of $998.70.

View Our Latest Analysis on COST

Costco Wholesale Stock Down 0.0%

Shares of Costco Wholesale stock opened at $884.47 on Friday. The company has a market capitalization of $392.67 billion, a P/E ratio of 47.37, a price-to-earnings-growth ratio of 6.00 and a beta of 1.00. The company has a debt-to-equity ratio of 0.20, a current ratio of 1.03 and a quick ratio of 0.55. The business has a 50-day moving average of $916.22 and a two-hundred day moving average of $950.64. Costco Wholesale Corporation has a 1 year low of $867.12 and a 1 year high of $1,078.23.

Costco Wholesale (NASDAQ:COST – Get Free Report) last issued its quarterly earnings data 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. The business had revenue of $67.31 billion during the quarter, compared to analyst estimates of $67.03 billion. Costco Wholesale had a return on equity of 30.16% and a net margin of 2.96%.Costco Wholesale’s quarterly revenue was up 8.3% compared to the same quarter last year. During the same period in the previous year, the firm earned $4.04 EPS. As a group, equities analysts predict that Costco Wholesale Corporation will post 18.03 EPS for the current year.

Costco Wholesale Announces Dividend

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

Insider Activity at Costco Wholesale

In other Costco Wholesale news, EVP William Richard Wilcox sold 2,400 shares of Costco Wholesale 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 sale, the executive vice president owned 2,000 shares of the company’s stock, valued at $1,860,260. This trade represents a 54.55% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available through the SEC website. Also, EVP Russell D. Miller sold 3,381 shares of the company’s stock in a transaction dated Monday, September 29th. The stock was sold at an average price of $915.00, for a total value of $3,093,615.00. Following the transaction, the executive vice president directly owned 9,740 shares of the company’s stock, valued at $8,912,100. This represents a 25.77% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. In the last ninety days, insiders have sold 9,720 shares of company stock valued at $9,010,257. Insiders own 0.18% of the company’s stock.

About Costco Wholesale

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