Meadowbrook Wealth Management LLC Has $264,000 Holdings in Costco Wholesale Corporation $COST

Meadowbrook Wealth Management LLC cut its holdings in Costco Wholesale Corporation (NASDAQ:COST - Free Report) by 82.1% in the 2nd quarter, according to its most recent 13F filing with the SEC. The firm owned 285 shares of the retailer's stock after selling 1,305 shares during the quarter. Meadowbrook Wealth Management LLC's holdings in Costco Wholesale were worth $264,000 as of its most recent SEC filing.

A number of other large investors have also bought and sold shares of the business. Palisade Asset Management LLC increased its position in shares of Costco Wholesale by 1.4% during the fourth quarter. Palisade Asset Management LLC now owns 702 shares of the retailer's stock worth $605,000 after acquiring an additional 10 shares in the last quarter. Graybill Wealth Management LTD. lifted its position in Costco Wholesale by 0.3% in the 4th quarter. Graybill Wealth Management LTD. now owns 3,194 shares of the retailer's stock valued at $2,754,000 after acquiring an additional 10 shares in the last quarter. Wealth Effects LLC lifted its position in Costco Wholesale by 1.2% in the 1st quarter. Wealth Effects LLC now owns 874 shares of the retailer's stock valued at $871,000 after acquiring an additional 10 shares in the last quarter. Folger Nolan Fleming Douglas Capital Management Inc. boosted its stake in Costco Wholesale by 1.8% in the 1st quarter. Folger Nolan Fleming Douglas Capital Management Inc. now owns 551 shares of the retailer's stock worth $549,000 after purchasing an additional 10 shares during the period. Finally, First National Bank of Hutchinson boosted its stake in Costco Wholesale by 0.9% in the 1st quarter. First National Bank of Hutchinson now owns 1,098 shares of the retailer's stock worth $1,094,000 after purchasing an additional 10 shares during the period. 68.48% of the stock is owned by institutional investors.

Insider Buying and Selling

In related news, Director Kenneth Denman sold 885 shares of the business's stock in a transaction dated Tuesday, June 23rd. The stock was sold at an average price of $957.45, for a total value of $847,343.25. Following the completion of the transaction, the director owned 4,779 shares of the company's stock, valued at $4,575,653.55. The trade was a 15.62% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. 0.10% of the stock is currently owned by company insiders.

Costco Wholesale Trading Up 0.3%

Shares of NASDAQ:COST opened at $904.77 on Friday. The business's 50 day simple moving average is $940.09 and its 200 day simple moving average is $974.50. Costco Wholesale Corporation has a 1 year low of $844.06 and a 1 year high of $1,096.50. The company has a debt-to-equity ratio of 0.17, a current ratio of 1.07 and a quick ratio of 0.61. The company has a market capitalization of $401.25 billion, a P/E ratio of 45.51, a P/E/G ratio of 3.76 and a beta of 0.86.

Costco Wholesale Dividend Announcement

The business also recently declared a quarterly dividend, which was paid on Friday, August 7th. Investors of record on Friday, July 24th were given a $1.47 dividend. The ex-dividend date was 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 (DPR) is presently 29.58%.

More Costco Wholesale News

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

• Positive Sentiment: Costco’s recent August and fourth-quarter fiscal 2026 sales results supported an analyst upgrade from “hold” to “buy,” accompanied by a $1,030 price target. The data were viewed as evidence of resilient consumer demand and improving visibility into retail trends. Analyst upgrade following sales reports
• Positive Sentiment: Several analysts maintain substantially higher targets, including targets of $1,100 to $1,200, arguing that Costco’s membership model, recurring sales, and execution could support further valuation upside. Costco price prediction
• Positive Sentiment: Coverage highlights Costco’s ability to compete with Walmart and Amazon, while planned warehouse openings—including a reported $42 million Texas development and additional U.S. and Canadian locations—could expand its membership and sales base. Costco competition and growth
• Positive Sentiment: An Accenture survey suggests consumers may begin holiday shopping unusually early and spend more than in 2025, a potentially favorable backdrop for Costco’s seasonal merchandise and grocery sales. Holiday shopping outlook
• Neutral Sentiment: Brokerage coverage remains favorable overall, with Costco carrying an average “Moderate Buy” rating, but the stock’s elevated valuation means continued earnings and sales growth may be required to justify further gains. Costco brokerage rating
• Neutral Sentiment: New warehouse projects and relocations should support long-term expansion, although local traffic concerns around one planned location could delay or complicate development. Lee’s Summit Costco development
• Negative Sentiment: Costco shares have closed lower for eight consecutive sessions, raising concerns about a technical or valuation-driven correction despite strong operating results.
• Negative Sentiment: Recent insider activity consisted of two sales and no purchases, while reports that Costco is rationing motor oil point to potential product-availability and supply-chain pressures.

Analyst Ratings Changes

A number of research analysts recently issued reports on the company. Bank of America increased their price objective on Costco Wholesale from $1,185.00 to $1,200.00 and gave the stock a "buy" rating in a report on Friday, May 29th. The Goldman Sachs Group upped their price target on Costco Wholesale from $1,088.00 to $1,159.00 and gave the stock a "buy" rating in a research report on Friday, May 29th. Freedom Broker upgraded shares of Costco Wholesale from a "hold" rating to a "buy" rating and set a $1,030.00 price objective on the stock in a report on Tuesday. HC Wainwright reissued a "buy" rating on shares of Costco Wholesale in a research report on Monday, June 1st. Finally, Guggenheim restated a "neutral" rating on shares of Costco Wholesale in a report on Monday, June 1st. Twenty-two equities research analysts have rated the stock with a Buy rating, twelve have assigned a Hold rating and one has issued a Sell rating to the stock. According to MarketBeat, Costco Wholesale has an average rating of "Moderate Buy" and an average price target of $1,056.03.

Costco Wholesale Company Profile

Costco Wholesale Corporation operates membership-based warehouse clubs that offer a broad selection of merchandise at generally competitive prices. Its product range includes groceries, fresh foods, apparel, appliances, electronics, furniture, jewelry, hardware, and seasonal goods, along with private-label products sold under the Kirkland Signature brand.

The company also provides a variety of ancillary services, including gasoline stations, pharmacies, optical centers, hearing-aid centers, food courts, tire centers, and travel services.

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