--- title: "Costco Wholesale Corporation $COST Holdings Lowered by Clear Harbor Asset Management LLC" description: "Clear Harbor Asset Management LLC reduced its stake in Costco Wholesale Corporation (NASDAQ:COST) by 15.3% in Q2, now holding 2,301 shares valued at $2.28 million. Other institutional investors also a" type: "news" locale: "en" url: "https://longbridge.com/en/news/258320534.md" published_at: "2025-09-22T09:57:02.000Z" --- # Costco Wholesale Corporation $COST Holdings Lowered by Clear Harbor Asset Management LLC > Clear Harbor Asset Management LLC reduced its stake in Costco Wholesale Corporation (NASDAQ:COST) by 15.3% in Q2, now holding 2,301 shares valued at $2.28 million. Other institutional investors also adjusted their positions. Insider sales included EVP Yoram Rubanenko selling 4,000 shares and EVP Teresa A. Jones selling 600 shares. Analysts have mixed ratings on Costco, with a consensus target price of $1,056.67. Costco's stock opened at $951.16, with a 12-month range of $867.16 to $1,078.23. Clear Harbor Asset Management LLC lowered its stake in Costco Wholesale Corporation (NASDAQ:COST - Free Report) by 15.3% during the second quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 2,301 shares of the retailer's stock after selling 415 shares during the quarter. Clear Harbor Asset Management LLC's holdings in Costco Wholesale were worth $2,278,000 as of its most recent filing with the Securities and Exchange Commission. Get **Costco Wholesale** alerts: - If a Recession Is Coming, You'll Want to Own These 2 Stocks Several other institutional investors and hedge funds have also recently bought and sold shares of the stock. Corps Capital Advisors LLC boosted its stake in Costco Wholesale by 0.7% in the 1st quarter. Corps Capital Advisors LLC now owns 1,547 shares of the retailer's stock worth $1,463,000 after purchasing an additional 10 shares during the period. Covestor Ltd raised its stake in Costco Wholesale by 8.6% during the 1st quarter. Covestor Ltd now owns 126 shares of the retailer's stock valued at $119,000 after purchasing an additional 10 shares during the period. Rooted Wealth Advisors Inc. lifted its holdings in shares of Costco Wholesale by 2.6% in the first quarter. Rooted Wealth Advisors Inc. now owns 441 shares of the retailer's stock valued at $404,000 after purchasing an additional 11 shares in the last quarter. Bank & Trust Co boosted its position in shares of Costco Wholesale by 20.4% in the first quarter. Bank & Trust Co now owns 65 shares of the retailer's stock worth $61,000 after buying an additional 11 shares during the period. Finally, Amplius Wealth Advisors LLC grew its holdings in shares of Costco Wholesale by 1.3% during the first quarter. Amplius Wealth Advisors LLC now owns 866 shares of the retailer's stock valued at $819,000 after buying an additional 11 shares in the last quarter. Institutional investors and hedge funds own 68.48% of the company's stock. ## Insiders Place Their Bets In other Costco Wholesale news, EVP Yoram Rubanenko sold 4,000 shares of the stock in a transaction on Monday, July 14th. The shares were sold at an average price of $974.96, for a total value of $3,899,840.00. Following the completion of the sale, the executive vice president directly owned 5,774 shares of the company's stock, valued at $5,629,419.04. This represents a 40.92% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. Also, EVP Teresa A. Jones sold 600 shares of the business's stock in a transaction dated Wednesday, August 20th. The stock was sold at an average price of $992.05, for a total transaction of $595,230.00. Following the transaction, the executive vice president owned 2,362 shares in the company, valued at approximately $2,343,222.10. The trade was a 20.26% decrease in their position. The disclosure for this sale can be found here. 0.18% of the stock is owned by corporate insiders. ## Analyst Upgrades and Downgrades - Back-to-School Shopping Hits $40B: 3 Retail Stocks to Watch Now Several research firms have weighed in on COST. Stifel Nicolaus set a $1,035.00 target price on Costco Wholesale in a research note on Thursday, May 29th. Evercore ISI lowered their price objective on shares of Costco Wholesale from $1,075.00 to $1,060.00 and set an "outperform" rating on the stock in a research report on Tuesday, June 17th. Morgan Stanley upped their price objective on shares of Costco Wholesale from $1,150.00 to $1,225.00 and gave the company an "overweight" rating in a research note on Friday, May 30th. Wolfe Research initiated coverage on shares of Costco Wholesale in a research report on Thursday. They issued a "peer perform" rating for the company. Finally, Wall Street Zen upgraded shares of Costco Wholesale from a "hold" rating to a "buy" rating in a report on Friday, June 6th. Seventeen analysts have rated the stock with a Buy rating and ten have assigned a Hold rating to the stock. According to MarketBeat, Costco Wholesale currently has an average rating of "Moderate Buy" and a consensus target price of $1,056.67. **Get Our Latest Stock Report on Costco Wholesale** ## Costco Wholesale Stock Performance - MarketBeat Week in Review – 08/25 - 08/29 Shares of NASDAQ COST opened at $951.16 on Monday. Costco Wholesale Corporation has a 12 month low of $867.16 and a 12 month high of $1,078.23. The company has a market cap of $421.82 billion, a P/E ratio of 53.95, a P/E/G ratio of 5.34 and a beta of 0.97. The business's 50 day moving average is $957.97 and its two-hundred day moving average is $971.32. The company has a quick ratio of 0.52, a current ratio of 1.02 and a debt-to-equity ratio of 0.21. ## Costco Wholesale Dividend Announcement The business also recently announced a quarterly dividend, which was paid on Friday, August 15th. Investors of record on Friday, August 1st were paid a dividend of $1.30 per share. This represents a $5.20 annualized dividend and a yield of 0.5%. The ex-dividend date was Friday, August 1st. Costco Wholesale's dividend payout ratio is presently 29.50%. ## About Costco Wholesale (Free Report) Costco Wholesale Corporation, together with its subsidiaries, engages in the operation of membership warehouses in the United States, Puerto Rico, Canada, Mexico, Japan, the United Kingdom, Korea, Australia, Taiwan, China, Spain, France, Iceland, New Zealand, and Sweden. The company offers branded and private-label products in a range of merchandise categories. ## Read More - Five stocks we like better than Costco Wholesale - Differences Between Momentum Investing and Long Term Investing - 3 Overlooked Value Stocks Set to Surge as Rates Drop - CD Calculator: Certificate of Deposit Calculator - Hims & Hers Stock Pushes to Highs on Healthcare Rate Cut Frenzy - 3 REITs to Buy and Hold for the Long Term - After the Fed's Rate Cut, PNC Could See a Mortgage Refinance Boom *This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest and most accurate reporting. This story was reviewed by MarketBeat's editorial team prior to publication. Please send any questions or comments about this story to contact@marketbeat.com.* ## Should You Invest $1,000 in Costco Wholesale Right Now? Before you consider Costco Wholesale, you'll want to hear this. MarketBeat keeps track of Wall Street's top-rated and best performing research analysts and the stocks they recommend to their clients on a daily basis. MarketBeat has identified the five stocks that top analysts are quietly whispering to their clients to buy now before the broader market catches on... and Costco Wholesale wasn't on the list. While Costco Wholesale currently has a Moderate Buy rating among analysts, top-rated analysts believe these five stocks are better buys. View The Five Stocks Here ### Related Stocks - [COST.US - Costco Wholesale](https://longbridge.com/en/quote/COST.US.md) ## Related News & Research | Title | Description | URL | |-------|-------------|-----| | Siligmueller & Norvid Wealth Advisors LLC 向开市客公司（Costco Wholesale Corporation）投资了 954,000 美元，股票代码为 $COST | Siligmueller & Norvid Wealth Advisors LLC 在第三季度投资了 954,000 美元于开市客，购买了 1,031 股。其他对冲基金也调整了在开市客的持股，其中 Soundwatch Capital LL | [Link](https://longbridge.com/en/news/276513404.md) | | Empirical Financial Services LLC d.b.a. Empirical Wealth Management 出售了开市客公司（Costco Wholesale Corporation）的股票，股票代码为 $COST | Empirical Financial Services LLC 在第三季度减少了对开市客 (NASDAQ:COST) 的持股比例，下降了 22.2%，目前持有 23,197 股，价值 2147 万美元。其他机构投资者，包括先锋集团和州街资 | [Link](https://longbridge.com/en/news/276509514.md) | | 壳牌资产管理公司持有开市客公司价值 796 万美元的股份 | 壳牌资产管理公司在第三季度将其在好市多（Costco Wholesale Corporation，NASDAQ:COST）的持股比例减少了 77.9%，目前持有 8,600 股，价值 796 万美元。这一减持使好市多成为其投资组合中第 15 | [Link](https://longbridge.com/en/news/276005528.md) | | 开市客通过限量发售耐克运动鞋引发了抢购热潮 | 好市多公司与耐克合作，推出了一款意外的店内运动鞋，吸引了大量关注。这款独家发售的 Nike SB Dunk Low x Kirkland Signature 以每双 135 美元的价格迅速售罄，每位会员限购一双。这款运动鞋的设计体现了好市多 | [Link](https://longbridge.com/en/news/276261954.md) | | 开市客因旋转烤鸡的安全声明遭到起诉 | 好市多公司正面临一项提议的集体诉讼，指控其烤鸡产品可能存在沙门氏菌污染风险。诉讼称，好市多在内布拉斯加州的鸡肉加工厂存在沙门氏菌感染，且公司未能告知顾客相关危害。投诉人丽莎·泰勒（Lisa Taylor）认为，由于这些未披露的污染问题，她为 | [Link](https://longbridge.com/en/news/276054729.md) | --- > **Disclaimer**: This article is for reference only and does not constitute any investment advice.