Costco Wholesale Ownership

COST
 Stock
  

USD 466.40  20.77  4.26%   

Some institutional investors establish a significant position in stocks such as Costco Wholesale in order to find ways to drive up its value. Retail investors, on the other hand, need to know that institutional holders can own millions of shares of Costco Wholesale, and when they decide to sell, the stock will often sell-off, which may instantly impact shareholders' value. So, traders who get in early or near the beginning of the institutional investor's buying cycle could potentially generate profits. Continue to Trending Equities.
  
Costco Wholesale holds a total of four hundred fourty-two million nine hundred sixty thousand outstanding shares. Over half of Costco Wholesale outstanding shares are owned by other corporate entities. These other corporate entities are typically referred to corporate investors that acquire positions in a given instrument to benefit from reduced trade commissions. Consequently, these institutions are subject to different rules and regulation than regular investors in Costco Wholesale. Please watch out for any change in the institutional holdings of Costco Wholesale as this could mean something significant has changed or about to change at the company. Please note that no matter how much assets the company secures, if the real value of the firm is less than the current market value, you may not be able to make money on it.
Please note, institutional investors have a lot of resources and new technology at their disposal. They can put in a lot of research and financial analysis when reviewing investment options. There are many different types of institutional investors, including banks, hedge funds, insurance companies, and pension plans. One of the main advantages they have over retail investors is the fees paid for trades. As they are buying in large quantities, they can manage their cost more effectively.

Costco Stock Ownership Analysis

About 69.0% of the company shares are held by institutions such as insurance companies. The company has Price/Earnings To Growth (PEG) ratio of 2.43. Costco Wholesale recorded earning per share (EPS) of 12.7. The entity last dividend was issued on the 28th of July 2022. The firm had 2:1 split on the 14th of January 2000. Costco Wholesale Corporation, together with its subsidiaries, engages in the operation of membership warehouses in the United States, Puerto Rico, Canada, the United Kingdom, Mexico, Japan, Korea, Australia, Spain, France, Iceland, China, and Taiwan. Costco Wholesale Corporation was founded in 1976 and is based in Issaquah, Washington. Costco Wholesale is traded on NASDAQ Exchange in the United States. For more info on Costco Wholesale please contact Craig Jelinek at 425 313 8100 or go to https://www.costco.com.

Costco Wholesale SEC Filings

SEC filings are important regulatory documents required of all public companies to provide to potential investors. Costco Wholesale prospectus issued under the guidelines of SEC is a legal declaration of facts and statements to ensure that Costco Wholesale investors are not misled. SEC filings are required by law to meet strict transparency standards and other important legal constraints. Although many companies may choose careful wording to disguise some material information, SEC filings make crucial Costco Wholesale specific information freely available to individual and institutional investors to make a timely investment decision.
13th of July 2022
Financial Statements and Exhibits. Other Events
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6th of May 2022
Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers: Compensatory Arrangements of Certain Officers
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9th of February 2022
Unclassified Corporate Event
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Costco Stock Institutional Investors

Have you ever been surprised when a price of an equity instrument such as Costco Wholesale is soaring high without any particular reason? This is usually happening because many institutional investors are aggressively trading Costco Wholesale backward and forwards among themselves. Costco Wholesale's institutional investor refers to the entity that pools money to purchase Costco Wholesale's securities or originate loans. Institutional investors include commercial and private banks, credit unions, insurance companies, pension funds, hedge funds, endowments, and mutual funds. Operating companies that invest excess capital in these types of assets may also be included in the term and may influence corporate governance by exercising voting rights in their investments.
Security TypeSharesValue
Vanguard Group IncCommon Shares38.5 M18.5 B
Blackrock IncCommon Shares31 M14.9 B
State Street CorpCommon Shares18.8 MB
Fmr LlcCommon Shares10.3 MB
Bank Of America CorpCommon Shares8.4 MB
Geode Capital Management LlcCommon Shares7.9 M3.8 B
Morgan StanleyCommon SharesM3.4 B
Note, although Costco Wholesale's institutional investors appear to be way more sophisticated than retail investors, it remains unclear if professional active investment managers can reliably enhance risk-adjusted returns by an amount that exceeds fees and expenses.

Costco Wholesale Insider Trading Activities

Some recent studies suggest that insider trading raises the cost of capital for securities issuers and decreases overall economic growth. Trading by specific Costco Wholesale insiders, such as employees or executives, is commonly permitted as long as it does not rely on Costco Wholesale's material information that is not in the public domain. Local jurisdictions usually require such trading to be reported in order to monitor insider transactions. In many U.S. states, trading conducted by corporate officers, key employees, directors, or significant shareholders must be reported to the regulator or publicly disclosed, usually within a few business days of the trade. In these cases Costco Wholesale insiders are required to file a Form 4 with the U.S. Securities and Exchange Commission (SEC) when buying or selling shares of their own companies.

Be your own money manager

Our tools can tell you how much better you can do entering a position in Costco Wholesale without increasing your portfolio risk or giving up the expected return. As an individual investor, you need to find a reliable way to track all your investment portfolios. However, your requirements will often be based on how much of the process you decide to do yourself. In addition to allowing all investors analytical transparency into all their portfolios, our tools can evaluate risk-adjusted returns of your individual positions relative to your overall portfolio.

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Pair Trading with Costco Wholesale

One of the main advantages of trading using pair correlations is that every trade hedges away some risk. Because there are two separate transactions required, even if Costco Wholesale position performs unexpectedly, the other equity can make up some of the losses. Pair trading also minimizes risk from directional movements in the market. For example, if an entire industry or sector drops because of unexpected headlines, the short position in Costco Wholesale will appreciate offsetting losses from the drop in the long position's value.

Moving together with Costco Wholesale

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The ability to find closely correlated positions to Costco Wholesale could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Costco Wholesale when you sell it. If you don't do this, your portfolio allocation will be skewed against your target asset allocation. So, investors can't just sell and buy back Costco Wholesale - that would be a violation of the tax code under the "wash sale" rule, and this is why you need to find a similar enough asset and use the proceeds from selling Costco Wholesale to buy it.
The correlation of Costco Wholesale is a statistical measure of how it moves in relation to other equities. This measure is expressed in what is known as the correlation coefficient, which ranges between -1 and +1. A perfect positive correlation (i.e., a correlation coefficient of +1) implies that as Costco Wholesale moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Costco Wholesale moves in either direction, the perfectly negatively correlated security will move in the opposite direction. If the correlation is 0, the equities are not correlated; they are entirely random. A correlation greater than 0.8 is generally described as strong, whereas a correlation less than 0.5 is generally considered weak.
Correlation analysis and pair trading evaluation for Costco Wholesale can also be used as hedging techniques within a particular sector or industry or even over random equities to generate a better risk-adjusted return on your portfolios.
Pair CorrelationCorrelation Matching
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Is Costco Wholesale's industry expected to grow? Or is there an opportunity to expand the business' product line in the future? Factors like these will boost the valuation of Costco Wholesale. If investors know Costco will grow in the future, the company's valuation will be higher. The financial industry is built on trying to define current growth potential and future valuation accurately. All the valuation information about Costco Wholesale listed above have to be considered, but the key to understanding future value is determining which factors weigh more heavily than others.
The market value of Costco Wholesale is measured differently than its book value, which is the value of Costco that is recorded on the company's balance sheet. Investors also form their own opinion of Costco Wholesale's value that differs from its market value or its book value, called intrinsic value, which is Costco Wholesale's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because Costco Wholesale's market value can be influenced by many factors that don't directly affect Costco Wholesale's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between Costco Wholesale's value and its price as these two are different measures arrived at by different means. Investors typically determine Costco Wholesale value by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Costco Wholesale's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.