COSTCO WHOLESALE CORP /NEW
Congressional Trades
Whale Activity
- Increased0
- New0
- Held0
- Decreased1
- Closed0
- No prior filing21
| Filer | Shares | Value | Change |
|---|---|---|---|
| CONGRESS ASSET MANAGEMENT CO | 201.0K | $183.0M | — |
| Norman Fields, Gottscho Capital Management, LLC | 57.2K | $52.0M | — |
| Violich Capital Management, Inc. | 45.1K | $41.1M | — |
| PARK NATIONAL CORP /OH/ | 33.2K | $30.3M | — |
| TOMPKINS FINANCIAL CORP | 11.8K | $10.8M | — |
| Defender Capital, LLC. | 11.6K | $10.5M | — |
| Legacy Private Trust Co. | 8,922 | $8.1M | — |
| Coastline Trust Co | 8,726 | $7.9M | decreased |
| Eastover Investment Advisors LLC | 7,838 | $7.1M | — |
| Montecito Bank & Trust | 7,619 | $6.9M | — |
| Bank of New Hampshire | 5,371 | $4.9M | — |
| MOODY NATIONAL BANK TRUST DIVISION | 5,306 | $4.8M | — |
KeyVex tracks a curated set of large 13F filers plus the largest positions in recent filings, so this is a sample of institutional activity, not the whole market.
Insider Trading
Recent Insider Transactions
| Insider | Type | Shares | Price | Value | Date | |
|---|---|---|---|---|---|---|
| Frates CatonSr. Executive Vice President | Sale | −801 | $915.93 | $733K | Sep 29, 2026 | Form 4 ↗ |
| Adamo ClaudineExecutive Vice President | Sale | −2,200 | $915.93 | $2.0M | Sep 29, 2026 | Form 4 ↗ |
| DENMAN KENNETH DDirector | Sale | −885 | $957.45 | $847K | Jun 23, 2026 | Form 4 ↗ |
| Frates CatonExecutive Vice President | Sale | −700 | $993.00 | $695K | Apr 1, 2026 | Form 4 ↗ |
| George Sarah CatherineExecutive Vice President | Discretionary | −642 | $991.21 | $636K | Mar 12, 2026 | Form 4 ↗ |
| MILLERCHIP GARYExecutive Vice President | Tax withholding | −1,154 | $992.23 | $1.1M | Mar 11, 2026 | Form 4 ↗ |
| Adamo ClaudineExecutive Vice President | Sale | −730 | $1003.02 | $732K | Mar 9, 2026 | Form 4 ↗ |
| RAIKES JEFFREY SDirector | Gift | −5,115 | $0.00 | $0 | Jan 27, 2026 | Form 4 ↗ |
| Jones Teresa A.Executive Vice President | Gift | −300 | $0.00 | $0 | Jan 27, 2026 | Form 4 ↗ |
| Jones Teresa A.Executive Vice President | Sale | −850 | $986.26 | $838K | Jan 21, 2026 | Form 4 ↗ |
| DECKER SUSAN LDirector | Sale | −458 | $955.00 | $437K | Jan 16, 2026 | Form 4 ↗ |
| Raimondo Gina MarieDirector | Grant / award | +215 | $0.00 | $0 | Jan 16, 2026 | Form 4 ↗ |
| Klauer James CExecutive Vice President | Sale | −1,500 | $939.00 | $1.4M | Jan 14, 2026 | Form 4 ↗ |
| Miller Russell DSr. Executive Vice President | Sale | −1,500 | $916.32 | $1.4M | Jan 9, 2026 | Form 4 ↗ |
| POLIT JAVIERExecutive Vice President | Sale | −558 | $862.90 | $482K | Dec 30, 2025 | Form 4 ↗ |
| POLIT JAVIERExecutive Vice President | Sale | −2,049 | $867.21 | $1.8M | Dec 29, 2025 | Form 4 ↗ |
| DENMAN KENNETH DDirector | Gift | −325 | $0.00 | $0 | Dec 19, 2025 | Form 4 ↗ |
| DECKER SUSAN LDirector | Gift | −2,827 | $0.00 | $0 | Dec 15, 2025 | Form 4 ↗ |
| RAIKES JEFFREY SDirector | Gift | −4,120 | $0.00 | $0 | Nov 10, 2025 | Form 4 ↗ |
| Wilcox William RichardExecutive Vice President | Sale | −2,400 | $930.13 | $2.2M | Nov 7, 2025 | Form 4 ↗ |
Fund Holders
| Fund | Shares | Value | % of fund | As of |
|---|---|---|---|---|
| VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS | 14.1M | $13.18B | 0.57% | Jun 30, 2026 |
| VANGUARD 500 INDEX FUND VANGUARD INDEX FUNDS | 11.5M | $10.75B | 0.64% | Jun 30, 2026 |
| Invesco QQQ Trust, Series 1 | 9.4M | $8.81B | 1.80% | Jun 30, 2026 |
| iShares Core S&P 500 ETF iShares Trust | 6.1M | $5.71B | 0.64% | Jun 30, 2026 |
| Fidelity 500 Index Fund Fidelity Concord Street Trust | 5.7M | $5.43B | 0.65% | May 31, 2026 |
| State Street(R) SPDR(R) S&P 500(R) ETF Trust | 5.4M | $5.03B | 0.64% | Jun 30, 2026 |
| VANGUARD GROWTH INDEX FUND VANGUARD INDEX FUNDS | 4.7M | $4.38B | 1.15% | Jun 30, 2026 |
| VANGUARD DIVIDEND APPRECIATION INDEX FUND VANGUARD SPECIALIZED FUNDS | 2.5M | $2.39B | 1.83% | Jul 31, 2026 |
| VANGUARD INSTITUTIONAL INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS | 2.4M | $2.25B | 0.64% | Jun 30, 2026 |
| Invesco NASDAQ 100 ETF Invesco Exchange-Traded Fund Trust II | 1.9M | $1.80B | 1.86% | May 31, 2026 |
Mutual funds and ETFs whose N-PORT filings list COST's shares (CUSIP 22160K105), each fund at its latest report since Mar 7, 2026, largest positions first. Bonds, options and short positions are left out.
Corporate Lobbying
No lobbying filings found naming COSTCO WHOLESALE CORP /NEW as the client.
- CAPITOL TAX PARTNERS, LLPCOSTCO WHOLESALE CORPORATION · 2020 Q1 · TAX$70K
Filing ↗ - CAPITOL TAX PARTNERS, LLPCOSTCO WHOLESALE CORPORATION · 2019 Q4 · TAX$70K
Filing ↗ - CAPITOL TAX PARTNERS, LLPCOSTCO WHOLESALE CORPORATION · 2019 Q3 · TAX$70K
Filing ↗ - CAPITOL TAX PARTNERS, LLPCOSTCO WHOLESALE CORPORATION · 2019 Q2 · TAX$70K
Filing ↗ - CAPITOL TAX PARTNERS, LLPCOSTCO WHOLESALE CORPORATION · 2019 Q1 · TAX$70K
Filing ↗
Government Contracts
No federal contract awards found for COSTCO WHOLESALE CORP /NEW.
U.S. Patents
No USPTO patent applications found for COSTCO WHOLESALE CORP /NEW.
Annual Financials
| Fiscal year | FY2025 | FY2024 | FY2023 | FY2022 | FY2021 |
|---|---|---|---|---|---|
| Revenue | $275.24B | $254.45B | $242.29B | $226.95B | $195.93B |
| Operating income | $10.38B | $9.29B | $8.11B | $7.79B | $6.71B |
| Net income | $8.10B | $7.37B | $6.29B | $5.84B | $5.01B |
| Diluted EPS | $18.21 | $16.56 | $14.16 | $13.14 | $11.27 |
| Operating cash flow | $13.34B | $11.34B | $11.07B | $7.39B | $8.96B |
| Cash and equivalents | $14.16B | $9.91B | $13.70B | $10.20B | $11.26B |
| Total assets | $77.10B | $69.83B | $68.99B | $64.17B | $59.27B |
| Total liabilities | $47.94B | $46.21B | $43.94B | $43.52B | $41.19B |
| Shareholders' equity | $29.16B | $23.62B | $25.06B | $20.64B | $17.56B |
As COSTCO WHOLESALE CORP /NEW tagged them in its 10-K filings: totals for the year on the income and cash-flow lines, values at the year's end on the balance-sheet lines. Latest 10-K, filed Oct 8, 2025 ↗
Stock Splits
- 2-for-1Stock splitJan 14, 2000
- 32-for-15Stock splitOct 22, 1993
Split dates and ratios from the price history · Close Prices from Tiingo.com
Material Events (8-K)
- 8-K · Items 2.02, 9.01Results of operationsSep 24, 2026
EDGAR ↗ - 8-K · Items 8.01, 9.01Other eventsJul 8, 2026
EDGAR ↗ - 8-K · Items 2.02, 9.01Results of operationsMay 28, 2026
EDGAR ↗ - 8-K · Items 8.01, 9.01Other eventsApr 15, 2026
EDGAR ↗ - 8-K · Items 2.02, 9.01Results of operationsMar 5, 2026
EDGAR ↗ - 8-K · Items 5.07, 8.01Shareholder vote · Other eventsJan 21, 2026
EDGAR ↗ - 8-K · Items 2.02, 9.01Results of operationsDec 11, 2025
EDGAR ↗ - 8-K · Items 5.02, 9.01Officer / director changeOct 20, 2025
EDGAR ↗ - 8-K · Items 8.01, 9.01Other eventsOct 15, 2025
EDGAR ↗ - 8-K · Items 2.02, 9.01Results of operationsSep 25, 2025
EDGAR ↗










