Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

COSTCO WHOLESALE CORPORATION (COST)

4K + Investors. Track Smart Money conviction in COST. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +163
Streak
1Q ▲
Buyers last Q
51%

Smart Money Signals — COST

Based on 3796 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds added COST than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
3,796 hedge funds hold COST right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
📶

Steady growth — +5% more funds vs a year ago

fund count last 6Q
+193 new funds entered over the past year (+5% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 51% buying

1857 buying1787 selling
Last quarter: 1,857 funds bought or added vs 1,787 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
📈

More new buyers each quarter (+216 vs last Q)

new funds entering per quarter
Funds opening a new COST position: 224 → 222 → 170 → 386. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

72% of holders stayed for 2+ years

■ 72% conviction (2yr+) ■ 17% medium ■ 11% new
2,730 out of 3,796 hedge funds have held COST for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
📈

Growing discovery — still being found

357 → 224 → 222 → 170 → 386 new funds/Q
New funds entering each quarter: 224 → 222 → 170 → 386. A growing number of institutions are discovering COST each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Deep conviction — 70% of holders stayed 2+ years

■ 70% veterans ■ 12% 1-2yr ■ 17% new
Of 3,890 current holders: 2,732 (70%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
🏆

Elite ownership — 56% AUM from top-100 funds

56% from top-100 AUM funds
50 of 3796 holders are among the 100 largest funds by AUM, controlling 56% of total institutional value in COST. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.3
out of 10
Low Exit Risk
Exit risk score 3.3/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Hedge Fund Ownership: COST

How many hedge funds hold COST — quarterly history vs. share price
Quarterly hedge fund ownership of COST vs. share price

Market Analysis: COST

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: COST

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Smart Money Signal ?
Strong Institutional Conviction

Multiple high-quality funds hold meaningful positions with strong conviction.

270 top-rated funds 176 high-conviction
Consensus
10.0
/ 10
breadth
×
Elite
8.6
/ 10
conviction
Hedge Fund Positioning: COST
2026 Q1 Stats Unlock in 11 days 4K + Investors

Track Smart Money conviction in COST. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 3890 3750 3.73%
13F Shares 324M 306M 5.93%
Total Value $268.15B $281.33B -4.69%
New Positions 387 181 +206
Increased Positions 1622 1666 -44
Closed Positions 234 246 -12
Reduced Positions 1688 1658 +30
Total Calls 50 60 -16.67%
Total Puts 49 67 -26.87%
PUT/CALL Ratio 0.98 1.12 Neutral

Statistics: COST

View More

Valuation Measures Data as of: --

Market Cap --
Enterprise Value --
Trailing P/E --
Forward P/E --
PEG Ratio (5yr expected) --
Price/Sales (ttm) --
Price/Book (mrq) --
Enterprise Value/Revenue --
Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
Profit Margin --
Return on Assets (ttm) --
Return on Equity (ttm) --
Income Statement & Cash Flow
Revenue (ttm) --
Net Income Avi to Common (ttm) --
Diluted EPS (ttm) --
Total Cash (mrq) --
Total Debt/Equity (mrq) --
Levered Free Cash Flow (ttm) --

Institutional Holders (2026 Q1)

4K + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in COST. Verified SEC 13F-HR filings.

Top 25 institutional holders of COST — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Emerald Advisors, LLC 76.81% 622,528 $620.3M
2 STEGINSKY CAPITAL LLC 22.30% 135,431 $135K
3 Norman Fields, Gottscho Capital Management, LLC 18.84% 57,185 $57.0M
4 Chapman Investment Management, LLC 11.90% 14,478 $14.4M
5 GARRISON BRADFORD & ASSOCIATES INC 11.39% 10,101 $10.1M
6 Aljian Capital Management, LLC 11.19% 54,656 $54.5M
7 CONWAY CAPITAL MANAGEMENT, INC. 10.04% 21,524 $21.4M
8 PROVIDENT TRUST CO 9.80% 470,364 $468.7M
9 Cross Staff Investments Inc 9.39% 1,860 $18.5M
10 Lakeside Advisors, INC. 8.64% 12,990 $12.9M
11 LUTS & GREENLEIGH GROUP, INC. 8.24% 10,440 $10.4M
12 Sun Group Wealth Partners 8.03% 10,253 $10.2M
13 Capital Investment Counsel, Inc 7.76% 63,595 $63.4M
14 TLW Wealth Management, LLC 6.89% 11,802 $11.8M
15 MOUNT VERNON ASSOCIATES INC /MD/ 6.84% 9,717 $10K
16 THOMAS STORY & SON LLC 6.61% 17,294 $17.2M
17 Lincoln Capital LLC 6.52% 34,545 $34.4M
18 Regency Capital Management Inc.\DE 6.11% 13,699 $13.7M
19 MOGY JOEL R INVESTMENT COUNSEL INC 6.10% 97,829 $97.5M
20 KILEY JUERGENS WEALTH MANAGEMENT, LLC 5.90% 33,549 $33.4M
21 McBroom & Associates, LLC 5.88% 10,589 $10.6M
22 Rempart Asset Management Inc. 5.87% 28,024 $27.9M
23 NWK Group, Inc. 5.66% 14,797 $14.7M
24 Violich Capital Management, Inc. 5.64% 48,404 $48.2M
25 HARBOUR INVESTMENT MANAGEMENT LLC 5.56% 10,270 $10.2M
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — COSTCO WHOLESALE CORPORATION (COST)

What does the Smart Money Trend signal show for COST?

Buying streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds added COST than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for COST?

Slight buying edge — 51% buying: Last quarter: 1,857 funds bought or added vs 1,787 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for COST holders?

Elite ownership — 56% AUM from top-100 funds: 50 of 3796 holders are among the 100 largest funds by AUM, controlling 56% of total institutional value in COST. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held COST?

72% of holders stayed for 2+ years: 2,730 out of 3,796 hedge funds have held COST for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.