Jefferies Group's COST Position Overview
Jefferies Group (via Jefferies Financial Group Inc.) currently holds 31,135 shares of Costco Wholesale Corporation (COST) worth $26.85 M, representing 0.14% of the portfolio. First purchased in 2022-Q4, this medium-term investment has been held for 13 quarters.
Based on 13F filings, Jefferies Group has maintained a strategic position in COST, demonstrating sustained confidence in this investment. Largest addition occurred in Q3 2025, adding 236,007 shares. Largest reduction occurred in Q4 2025, reducing 207,750 shares.
Analysis based on 13F filings available since 2013 Q2
Jefferies Group's Costco Wholesale Corporation (COST) Holding Value Over Time
Track share changes against reported price movement
Quarterly Costco Wholesale Corporation (COST) Trades by Jefferies Group
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2025 | -207,750 | Reduce 86.97% | 31,135 | $862.34 |
| Q3 2025 | +236,007 | Add 8200.38% | 238,885 | $925.63 |
| Q2 2025 | -1,142 | Reduce 28.41% | 2,878 | $989.77 |
| Q1 2025 | -3,851 | Reduce 48.93% | 4,020 | $945.83 |
| Q4 2024 | +2,068 | Add 35.64% | 7,871 | $916.27 |
| Q3 2024 | +1,921 | Add 49.48% | 5,803 | $886.52 |
| Q2 2024 | +206 | Add 5.60% | 3,882 | $849.99 |
| Q1 2024 | -146 | Reduce 3.82% | 3,676 | $732.63 |
| Q4 2023 | +859 | Add 28.99% | 3,822 | $660.08 |
| Q3 2023 | -835 | Reduce 21.99% | 2,963 | $564.96 |
| Q2 2023 | +1,247 | Add 48.88% | 3,798 | $538.38 |
| Q1 2023 | -1,838 | Reduce 41.88% | 2,551 | $496.87 |
| Q4 2022 | +4,389 | New Buy | 4,389 | $456.50 |
Jefferies Group's Costco Wholesale Corporation Investment FAQs
Jefferies Group first purchased Costco Wholesale Corporation (COST) in Q4 2022, acquiring 4,389 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Jefferies Group has held Costco Wholesale Corporation (COST) for 13 quarters since Q4 2022.
Jefferies Group's largest addition to Costco Wholesale Corporation (COST) was in Q3 2025, adding 238,885 shares worth $221.12 M.
According to the latest 13F filing for Q4 2025, Jefferies Group's firm, Jefferies Financial Group Inc., owns 31,135 shares of Costco Wholesale Corporation (COST), valued at approximately $26.85 M.
As of the Q4 2025 filing, Costco Wholesale Corporation (COST) represents approximately 0.14% of Jefferies Group's publicly disclosed stock portfolio, making it one of their key holdings.
Jefferies Group's peak holding in Costco Wholesale Corporation (COST) was 238,885 shares, as reported at the end of Q3 2025.