No material news briefings were available for Costco Wholesale Corporation (COST) in the 30 days preceding this report's generation date of 2026-06-01. The principal driver of this report is a set of material institutional position changes identified in recent 13F filings, as detailed in the holdings section below [Brief - 2026-05-24].
Costco's trailing twelve-month revenue stood at $286.27 billion as of the most recent filing date, representing year-over-year revenue growth of 9.2%. Net income for the same period was $8.55 billion, with a net margin of 2.99% and an operating margin of 3.82%. Gross margin was recorded 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. The stock traded at a price-to-earnings ratio of 49.73, with a market capitalisation of approximately $424.31 billion [SEC 10-Q - COST - 2026-02-15].
Four notable institutional investors opened new positions in COST during the most recently reported 13F period. Citadel, managed by Ken Griffin, initiated a new position, as did AQR Capital under Cliff Asness, Millennium Management under Izzy Englander, and Bridgewater Associates under Ray Dalio. No insider transaction data was available in the provided context for this reporting period [SEC 13F - Citadel - Q1 2026] [SEC 13F - AQR Capital - Q1 2026] [SEC 13F - Millennium - Q1 2026] [SEC 13F - Bridgewater - Q1 2026].
The prevailing macroeconomic backdrop includes a 10-year US Treasury yield of 4.45% and a 2-year yield of 3.99%, reflecting a normal yield curve with a spread of 46 basis points between the two tenors [FRED DGS10] [FRED DGS2].