No material news briefings were available for Costco Wholesale Corporation (COST) in the 30 days preceding this report's generation date of 2026-08-15. 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 - 2026-08-04] [Brief - 2026-07-27] [Brief - 2026-07-19].
Costco's trailing twelve-month revenue stood at $293.6 billion as of the most recent filing, reflecting year-over-year revenue growth of 11.6%. Net income for the same period was $8.84 billion, with a net margin of 3.01% and an operating margin of 3.82%. Gross margin was recorded at 5.61%. Earnings per share grew 15.2% year-over-year. The company held $18.95 billion in cash against total debt of $5.71 billion, producing a net cash position. The price-to-earnings ratio stood at 48.35, and market capitalisation was approximately $426.3 billion at the time of filing [SEC 10-Q - COST - 2026-05-10].
Three institutional managers reported material increases to their COST positions in the most recent 13F filings. Citadel (Ken Griffin) added 23% to its position, AQR Capital (Cliff Asness) added 22%, and Millennium (Izzy Englander) reported a 43% increase to its position. No insider transaction data from SEC Form 4 filings was available within the relevant window for inclusion in this report [SEC 13F - Citadel - Q2 2026] [SEC 13F - AQR Capital - Q2 2026] [SEC 13F - Millennium - Q2 2026].
The 10-year US Treasury yield stood at 4.63% and the 2-year yield at 4.15% at the time of this report's generation, producing a normal yield curve with a spread of 48 basis points [FRED DGS10] [FRED DGS2]. The material institutional position increases across three separate filers constituted the primary trigger for this report.