Costco Wholesale Corporation $COST Shares Sold by Falcon Wealth Planning

Posted by Brenda Bartman on Jun 27th, 2026

Falcon Wealth Planning lowered its position in shares of Costco Wholesale Corporation (NASDAQ:COST – Free Report) by 6.9% in the 1st quarter, Holdings Channel reports. The fund owned 10,039 shares of the retailer’s stock after selling 747 shares during the period. Costco Wholesale comprises 0.7% of Falcon Wealth Planning’s investment portfolio, making the stock its 24th biggest holding. Falcon Wealth Planning’s holdings in Costco Wholesale were worth $10,003,000 at the end of the most recent quarter.

Other large investors also recently made changes to their positions in the company. Gunpowder Capital Management LLC dba Oliver Wealth Management acquired a new position in Costco Wholesale during the 4th quarter valued at about $27,000. Lifetime Wealth Management P.C. acquired a new position in Costco Wholesale in the fourth quarter worth approximately $28,000. Mcguire Capital Advisors Inc. acquired a new stake in shares of Costco Wholesale during the fourth quarter worth $28,000. Entrust Financial LLC acquired a new stake in Costco Wholesale during the 4th quarter worth about $31,000. Finally, Joseph Group Capital Management acquired a new stake in shares of Costco Wholesale during the fourth quarter valued at approximately $33,000. Institutional investors and hedge funds own 68.48% of the company’s stock.

Insider Activity at Costco Wholesale

In other news, Director Kenneth D. Denman sold 885 shares of the firm’s stock in a transaction that occurred on Tuesday, June 23rd. The shares were sold at an average price of $957.45, for a total value of $847,343.25. Following the sale, the director directly owned 4,779 shares in the company, valued at approximately $4,575,653.55. This trade represents a 15.62% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is accessible through this hyperlink. Insiders own 0.10% of the company’s stock.

Wall Street Analysts Forecast Growth

COST has been the subject of several research analyst reports. Evercore set a $1,100.00 price objective on Costco Wholesale in a research note on Monday, March 2nd. BTIG Research reaffirmed a “buy” rating and issued a $1,125.00 target price on shares of Costco Wholesale in a research report on Friday, May 29th. Truist Financial raised their price target on Costco Wholesale from $977.00 to $1,011.00 and gave the stock a “hold” rating in a research note on Friday, May 29th. Guggenheim reaffirmed a “neutral” rating on shares of Costco Wholesale in a research note on Monday, June 1st. Finally, The Goldman Sachs Group lifted their price target on Costco Wholesale from $1,088.00 to $1,159.00 and gave the company a “buy” rating in a report on Friday, May 29th. Twenty-two investment analysts have rated the stock with a Buy rating, eleven have issued a Hold rating and one has assigned a Sell rating to the stock. Based on data from MarketBeat.com, Costco Wholesale currently has a consensus rating of “Moderate Buy” and an average price target of $1,061.45.

Check Out Our Latest Report on Costco Wholesale

Key Stories Impacting Costco Wholesale

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

Positive Sentiment: Costco is expanding its ancillary business with the opening of its first standalone gas station in Mission Viejo, California, which reinforces the company’s ability to deepen member engagement and support traffic beyond warehouse sales. Costco’s first standalone gas station opens in Southern California
Positive Sentiment: Coverage highlighting Costco’s cash generation and the possibility of a special dividend later in 2026 is likely supporting investor optimism, since such payouts can be a meaningful catalyst for shareholder returns. Costco’s Cash Pile Is Building. Is a Special Dividend Coming in the Second Half of 2026?
Positive Sentiment: Investor interest is rising, with Costco showing up as a heavily searched stock on Zacks, suggesting traders are actively reassessing the name amid recent news flow. Investors Heavily Search Costco Wholesale Corporation (COST): Here is What You Need to Know
Neutral Sentiment: Several articles continued to highlight Costco’s strong brand, membership model, and popular product assortments, but these were mostly commentary pieces rather than fresh catalysts. The rise of Costco: An iconic American brand with a fanatic following
Neutral Sentiment: A director sale of 885 shares by Kenneth Denman was disclosed, but the transaction was relatively small versus his remaining holdings, so the signal is limited even if it adds some caution to sentiment. SEC filing for Kenneth D. Denman transaction
Negative Sentiment: Insider selling can still weigh on shares near term, especially when investors are already focused on valuation and whether Costco’s growth premium is getting stretched. Insider Selling: Costco Wholesale (NASDAQ:COST) Director Sells 885 Shares of Stock

Costco Wholesale Price Performance

NASDAQ:COST opened at $952.54 on Friday. The firm has a market cap of $422.43 billion, a PE ratio of 47.91, a price-to-earnings-growth ratio of 4.56 and a beta of 0.88. Costco Wholesale Corporation has a 12 month low of $844.06 and a 12 month high of $1,096.50. The company’s 50-day moving average price is $996.07 and its two-hundred day moving average price is $970.54. The company has a quick ratio of 0.61, a current ratio of 1.07 and a debt-to-equity ratio of 0.17.

Costco Wholesale (NASDAQ:COST – Get Free Report) last released its earnings results on Thursday, May 28th. The retailer reported $4.93 earnings per share for the quarter, missing analysts’ consensus estimates of $4.94 by ($0.01). The firm had revenue of $70.53 billion for the quarter, compared to the consensus estimate of $70.12 billion. Costco Wholesale had a return on equity of 28.04% and a net margin of 3.01%.During the same quarter in the previous year, the firm earned $4.28 EPS. On average, equities analysts anticipate that Costco Wholesale Corporation will post 20.38 EPS for the current fiscal year.

Costco Wholesale Increases Dividend

The firm also recently declared a quarterly dividend, which was paid on Friday, May 15th. Investors of record on Friday, May 1st were paid a $1.47 dividend. This represents a $5.88 annualized dividend and a dividend yield of 0.6%. This is a boost from Costco Wholesale’s previous quarterly dividend of $1.30. The ex-dividend date was Friday, May 1st. Costco Wholesale’s dividend payout ratio is currently 29.58%.

About Costco Wholesale

(Free Report)

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.