Costco Wholesale Corporation (COST): A Bull Case Theory
We came across a bullish thesis on Costco Wholesale Corporation on Value investing subreddit by snapjohn. In this article, we will summarize the bulls’ thesis on COST.
Costco Wholesale Corp W (COST)
Market is closed
Sector: Retail-Variety Stores
Hedge Fund Popularity
Hedge Fund Holdings
Filing Period: Filing is Ongoing
Last updated on based on SEC 13F filings Last update:
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | Hosking Partners Jeremy Hosking | 71,391 | $66,081,651 | -2% | 2.39% |
| 2. | Zevenbergen Capital Investments Nancy Zevenbergen | 8,140 | $7,534,876 | +1% | 0.15% |
| 3. | Ayrshire Capital Management John Nevin Jr. | 7,549 | $6,987,605 | -13% | 3.24% |
| 4. | Beech Hill Partners Paul Cantor, Joseph Weiss, And Will Wurm | 655 | $606,288 | 0.28% | |
| 5. | Bourgeon Capital John Zaro | 487 | $450,782 | 0.08% |
Insider Trading: Purchases See All
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $0.00 | 461 | $0.00 | 461 | 2022-01-07 | Filing | |
| $0.00 | 416 | $0.00 | 416 | 2018-09-27 | Filing | |
| $0.00 | 416 | $0.00 | 416 | 2018-09-27 | Filing | |
| $0.00 | 413 | $0.00 | 413 | 2018-09-27 | Filing | |
| $470.74 | 850 | $400,124.75 | 11,295 | 2022-06-07 | Filing |
Insider Trading: Sales See All
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $915.00 | 3,381 | $3,093,615.00 | 9,740 | 2025-09-29 | Filing | |
| $910.02 | 1,540 | $1,401,430.80 | 9,284 | 2025-09-29 | Filing | |
| $992.05 | 600 | $595,230.00 | 2,362 | 2025-08-20 | Filing | |
| $974.96 | 4,000 | $3,899,852.00 | 5,774 | 2025-07-14 | Filing | |
| $978.40 | 1 | $978.40 | 11,531 | 2025-06-18 | Filing |
Institutional Investors' Holdings
Filing Period: Filing is Ongoing
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 632,841 | $585,776,614 | 0.59% | |
| 2. | 403,482 | $373,476,103 | 0.61% | |
| 3. | 378,354 | $350,215,812 | 0.51% | |
| 4. | 234,455 | $214,964,756 | 2.11% | |
| 5. | 224,071 | $207,406,840 | 0.6% |
News See All
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Costco Wholesale Corporation (NASDAQ:COST) Q4 2025 Earnings Call Transcript
Operator: Ladies and gentlemen, thank you for standing by. My name is Abby, and I will be your conference operator today.
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