Daymark Wealth Partners LLC Has $32.71 Million Stock Position in Costco Wholesale Corporation $COST

Posted by Stanley Muller on Aug 21st, 2026

Daymark Wealth Partners LLC raised its position in shares of Costco Wholesale Corporation (NASDAQ:COST – Free Report) by 24.8% in the 2nd quarter, Holdings Channel reports. The firm owned 34,966 shares of the retailer’s stock after acquiring an additional 6,956 shares during the period. Daymark Wealth Partners LLC’s holdings in Costco Wholesale were worth $32,709,000 at the end of the most recent reporting period.

Several other institutional investors and hedge funds have also recently added to or reduced their stakes in COST. Brighton Jones LLC grew its position 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 acquiring an additional 2,172 shares during the last quarter. Revolve Wealth Partners LLC boosted its stake in shares of Costco Wholesale by 13.1% in the 4th quarter. Revolve Wealth Partners LLC now owns 1,123 shares of the retailer’s stock valued at $1,029,000 after purchasing an additional 130 shares in the last quarter. Sivia Capital Partners LLC boosted its stake 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 purchasing an additional 165 shares in the last quarter. Pinnacle Wealth Planning Services Inc. increased its position in Costco Wholesale by 1.1% during the 2nd quarter. Pinnacle Wealth Planning Services Inc. now owns 2,110 shares of the retailer’s stock worth $2,089,000 after purchasing an additional 23 shares in the last quarter. Finally, Schnieders Capital Management LLC. increased its position in Costco Wholesale by 2.2% during the 2nd quarter. Schnieders Capital Management LLC. now owns 8,502 shares of the retailer’s stock worth $8,416,000 after purchasing an additional 182 shares in the last quarter. 68.48% of the stock is currently owned by institutional investors.

Costco Wholesale Stock Performance

NASDAQ COST opened at $933.51 on Friday. The company has a market capitalization of $413.99 billion, a price-to-earnings ratio of 46.96, a PEG ratio of 4.55 and a beta of 0.87. 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 Corporation has a twelve month low of $844.06 and a twelve month high of $1,096.50. The stock has a fifty day simple moving average of $947.83 and a 200 day simple moving average of $981.19.

Costco Wholesale (NASDAQ:COST – Get Free Report) last released its quarterly earnings results on Thursday, May 28th. The retailer reported $4.93 EPS for the quarter, missing analysts’ consensus estimates of $4.94 by ($0.01). The company had revenue of $70.53 billion during the quarter, compared to the consensus estimate of $70.12 billion. Costco Wholesale had a net margin of 3.01% and a return on equity of 28.04%. During the same quarter last year, the firm posted $4.28 EPS. Sell-side analysts expect that Costco Wholesale Corporation will post 20.42 EPS for the current year.

Costco Wholesale Announces Dividend

The business also recently announced a quarterly dividend, which was paid on Friday, August 7th. Investors of record on Friday, July 24th were issued a $1.47 dividend. The ex-dividend date was Friday, July 24th. This represents a $5.88 annualized dividend and a yield of 0.6%. Costco Wholesale’s dividend payout ratio is presently 29.58%.

Costco Wholesale News Summary

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

Positive Sentiment: Medicare expansion creates a new growth opportunity. Costco is partnering with nonprofit insurer SCAN Group to offer limited Costco-branded Medicare Advantage and supplemental plans, initially in select states. The initiative targets Costco’s sizable senior-member base and gives the retailer exposure to the large Medicare market, although the financial contribution is likely to develop gradually. Costco Enters The Medicare Insurance Market
Positive Sentiment: Costco increased its dividend by 13.1%. The raise signals confidence in cash generation and strengthens the shareholder-return case, though the regular dividend yield remains relatively modest because of COST’s high share price. Costco Just Upped Its Dividend by 13.1%
Positive Sentiment: Additional growth engines are emerging. Analysts point to Costco’s membership model, Kirkland Signature products, retail media, artificial-intelligence-powered search and pharmacy operations as areas that could support growth beyond warehouse sales. Costco Is Quietly Building Its Next Big Growth Engine
Neutral Sentiment: Product news is likely to have limited stock impact. Costco brought back a popular discontinued item, which may support member engagement but is not material to companywide earnings. Costco Brought Back a Popular Favorite
Negative Sentiment: Valuation and retail concerns are weighing on the shares. COST trades at a high earnings multiple, leaving less room for execution disappointments. Its latest quarterly EPS narrowly missed estimates despite revenue exceeding expectations, while the stock declined more than the broader market in the latest session. Why Costco Fell More Than the Broader Market

Insider Buying and Selling

In related news, Director Kenneth D. Denman sold 885 shares of the company’s stock in a transaction that occurred on Tuesday, June 23rd. The stock was 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 $4,575,653.55. This represents a 15.62% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is available at this hyperlink. 0.10% of the stock is owned by insiders.

Analyst Ratings Changes

A number of analysts have weighed in on the stock. DA Davidson restated a “neutral” rating and issued a $1,000.00 target price on shares of Costco Wholesale in a research report on Thursday, June 4th. BTIG Research reiterated a “buy” rating and set a $1,125.00 price target on shares of Costco Wholesale in a report on Friday, May 29th. TD Cowen reiterated a “buy” rating and issued a $1,175.00 price target on shares of Costco Wholesale in a research note on Wednesday, June 3rd. Weiss Ratings downgraded Costco Wholesale from a “buy (b)” rating to a “buy (b-)” rating in a report on Tuesday, June 23rd. Finally, Truist Financial boosted their price objective on Costco Wholesale from $977.00 to $1,011.00 and gave the stock a “hold” rating in a research report on Friday, May 29th. Twenty-two research analysts have rated the stock with a Buy rating, eleven have given a Hold rating and one has assigned a Sell rating to the company. According to MarketBeat, the company presently has an average rating of “Moderate Buy” and an average target price of $1,059.53.

Read Our Latest Report on Costco Wholesale

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.