No material news briefings were available in the provided context for Costco Wholesale Corporation (COST) as of the generation date of 2026-05-24. The report is principally driven by institutional ownership changes identified in recent 13F filings, detailed in the holdings section below.
Costco's trailing twelve-month revenue stood at $286.27 billion as of the most recent filing period, reflecting year-over-year revenue growth of 9.22% [SEC 10-Q - COST - 2026-02-15]. Net income for the same period was $8.55 billion, with a net margin of 2.99% and an operating margin of 3.82%, consistent with Costco's historically thin-margin, high-volume retail model. Gross margin registered at 5.75%. Earnings per share grew 13.93% year-over-year. The company held $17.38 billion in cash against total debt of $5.72 billion, reflecting a net cash position. The market capitalisation was approximately $456.47 billion, with a price-to-earnings ratio of 53.5 [SEC 10-Q - COST - 2026-02-15].
Four notable institutional investors opened new positions in COST during the most recent 13F reporting period. Citadel, managed by Ken Griffin, initiated a new position [SEC 13F - Citadel - Q1 2026]. AQR Capital, managed by Cliff Asness, also opened a new position [SEC 13F - AQR Capital - Q1 2026]. Millennium Management, led by Izzy Englander, established a new holding [SEC 13F - Millennium - Q1 2026]. Bridgewater Associates, associated with Ray Dalio, likewise reported a new position in COST [SEC 13F - Bridgewater - Q1 2026]. No insider transaction data from SEC Form 4 filings was included in the provided context for this report period.
The prevailing macroeconomic backdrop shows the 10-year US Treasury yield at 4.57% and the 2-year yield at 4.08%, producing a positively sloped yield curve of approximately 49 basis points [FRED DGS10] [FRED DGS2]. This yield curve configuration reflects current fixed income market conditions relevant to the broader equity valuation environment in which COST operates.