Meadowbrook Wealth Management LLC Sells 1,305 Shares of Costco Wholesale Corporation $COST

Posted by Stanley Muller on Aug 4th, 2026

Meadowbrook Wealth Management LLC lessened its holdings in Costco Wholesale Corporation (NASDAQ:COST – Free Report) by 82.1% in the 2nd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund owned 285 shares of the retailer’s stock after selling 1,305 shares during the period. Meadowbrook Wealth Management LLC’s holdings in Costco Wholesale were worth $264,000 at the end of the most recent reporting period.

A number of other large investors have also recently bought and sold shares of the business. Gunpowder Capital Management LLC dba Oliver Wealth Management bought a new position in Costco Wholesale during the fourth quarter valued at about $27,000. Mcguire Capital Advisors Inc. bought a new stake in shares of Costco Wholesale during the 4th quarter worth about $28,000. Lifetime Wealth Management P.C. bought a new stake in shares of Costco Wholesale during the 4th quarter worth about $28,000. Manning & Napier Advisors LLC increased its holdings in shares of Costco Wholesale by 750.0% during the 1st quarter. Manning & Napier Advisors LLC now owns 34 shares of the retailer’s stock valued at $34,000 after acquiring an additional 30 shares during the last quarter. Finally, Entrust Financial LLC bought a new position in shares of Costco Wholesale in the 4th quarter valued at approximately $31,000. 68.48% of the stock is currently owned by institutional investors.

Wall Street Analyst Weigh In

A number of equities research analysts have issued reports on the company. Roth Capital upped their target price on Costco Wholesale from $769.00 to $781.00 and gave the stock a “sell” rating in a research report on Friday, May 29th. Royal Bank Of Canada began coverage on shares of Costco Wholesale in a research report on Monday, July 13th. They issued a “sector perform” rating and a $1,000.00 price target on the stock. The Goldman Sachs Group upped their price objective on shares of Costco Wholesale from $1,088.00 to $1,159.00 and gave the stock a “buy” rating in a report on Friday, May 29th. Deutsche Bank Aktiengesellschaft raised their target price on shares of Costco Wholesale from $1,104.00 to $1,106.00 and gave the company a “buy” rating in a research note on Thursday, May 7th. Finally, Mizuho set a $1,100.00 target price on shares of Costco Wholesale in a report on Monday, June 1st. Twenty-two research analysts have rated the stock with a Buy rating, twelve have assigned a Hold rating and one has assigned a Sell rating to the company’s stock. Based on data from MarketBeat, the stock currently has an average rating of “Moderate Buy” and an average price target of $1,059.07.

Check Out Our Latest Analysis on Costco Wholesale

Costco Wholesale Trading Up 0.2%

Costco Wholesale stock opened at $954.08 on Tuesday. The stock has a market cap of $423.12 billion, a price-to-earnings ratio of 47.99, a price-to-earnings-growth ratio of 4.60 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 12 month low of $844.06 and a 12 month high of $1,096.50. The business has a 50 day moving average price of $953.94 and a two-hundred day moving average price of $982.47.

Costco Wholesale (NASDAQ:COST – Get Free Report) last issued its 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 firm had revenue of $70.53 billion during the quarter, compared to analyst estimates 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 in the previous year, the company posted $4.28 earnings per share. As a group, equities analysts forecast that Costco Wholesale Corporation will post 20.42 EPS for the current year.

Costco Wholesale Announces Dividend

The firm also recently disclosed a quarterly dividend, which will be paid on Friday, August 7th. Stockholders of record on Friday, July 24th will be paid a $1.47 dividend. The ex-dividend date is Friday, July 24th. This represents a $5.88 dividend on an annualized basis and a dividend yield of 0.6%. Costco Wholesale’s dividend payout ratio is currently 29.58%.

Insider Activity at Costco Wholesale

In other news, Director Kenneth D. Denman sold 885 shares of Costco Wholesale stock in a transaction dated Tuesday, June 23rd. The shares were sold at an average price of $957.45, for a total transaction of $847,343.25. Following the sale, the director directly owned 4,779 shares in the company, valued at approximately $4,575,653.55. The trade was a 15.62% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through the SEC website. Insiders own 0.10% of the company’s stock.

Key Costco Wholesale News

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

Positive Sentiment: High renewal rates reinforce Costco’s recurring-revenue model. The company’s U.S.-Canada renewal rate reached 92.2%, while executive memberships and digital customer retention continued to grow. The trends suggest Costco is maintaining strong customer loyalty despite changes in its membership mix. Costco’s Renewal Trends Point to Lasting Customer Loyalty
Positive Sentiment: Membership initiatives appear to be addressing customer concerns. Analysts cited Costco’s value proposition, membership growth and retention as key strengths, supporting the long-term outlook for membership-fee income and customer traffic. Costco’s changes fix members’ biggest problems
Positive Sentiment: Demographic expansion could support future membership growth. Interest from Gen Z consumers suggests Costco may be attracting younger households, potentially extending its customer base and supporting long-term renewal trends. Your Gen Z grandkid wants a Costco membership
Neutral Sentiment: A market article included Costco among cash-generating companies worth researching, but cautioned that strong cash flow alone does not guarantee successful reinvestment or growth. 2 Cash-Producing Stocks to Research Further and 1 We Avoid
Neutral Sentiment: Reports highlighting a popular frozen food item and broader market strength may support brand engagement and general sentiment, but they are unlikely to materially affect Costco’s earnings outlook. One of Costco’s best frozen items is secretly a delicious Raising Cane’s dupe
Negative Sentiment: Costco agreed to a $14 million settlement related to allegedly misleading urgency-based emails. The financial charge is modest relative to Costco’s size, but the matter creates compliance and reputational risk. Costco’s $14M settlement over fake urgency emails
Negative Sentiment: Optimistic forecasts that Costco could eventually reach a $1 trillion valuation underscore its growth potential, but also highlight investor concerns about the stock’s already elevated valuation and limited room for execution mistakes. Prediction: Costco Will Become a Trillion Dollar Company on This Date

Costco Wholesale Profile

(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.