COST · News · 20260910N

Institutional Ownership Changes

COSTCO WHOLESALE CORP /NEW · 2026-09-10 · Importance 30 · Surprise 38 · In source text

Ironvine Capital Partners reduced its Costco stake by 19.3% in the second quarter, retaining 27,040 shares valued at $25.3 million. Strategic Advisors cut its position by 43.1%, selling 3,259 shares and retaining 4,302 shares. Two Sigma Securities initiated a new Costco position with 1,277 shares valued at approximately $1.2 million. Institutional investors and hedge funds collectively owned 68.48% of Costco, while the reported analyst consensus remained “Moderate Buy” with an average price target of $1,056.03.

Key facts

• Strategic Advisors LLC reduced its stake in Costco by 43.1% in the second quarter, selling 3,259 shares and retaining 4,302 shares. source
• Two Sigma Securities LLC purchased 1,277 shares of Costco valued at approximately $1.2 million to initiate a new position. source
• Costco recently declared a quarterly dividend of $1.47 per share, yielding 0.7%. source
• Ironvine Capital Partners LLC decreased its stake in Costco by 19.3% in the second quarter and now holds 27,040 shares valued at $25.3 million. source
• Costco represents 2.2% of Ironvine Capital Partners LLC's portfolio. source
• Institutional investors own 68.48% of Costco's stock. source
• Costco's stock opened at $902.60 (reported in the MarketBeat item). source

Impact estimates