Jefferies Group's COST Position Overview
Jefferies Group (via Jefferies Financial Group Inc.) currently holds 238,885 shares of Costco Wholesale Corporation (COST) worth $221.12 M, representing 1.04% of the portfolio. First purchased in 2022-Q4, this medium-term investment has been held for 12 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 Q1 2025, reducing 3,851 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
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2022 | +4,389 | New Buy | 4,389 | $456.50 |
| Q1 2023 | -1,838 | Reduce 41.88% | 2,551 | $496.87 |
| Q2 2023 | +1,247 | Add 48.88% | 3,798 | $538.38 |
| Q3 2023 | -835 | Reduce 21.99% | 2,963 | $564.96 |
| Q4 2023 | +859 | Add 28.99% | 3,822 | $660.08 |
| Q1 2024 | -146 | Reduce 3.82% | 3,676 | $732.63 |
| Q2 2024 | +206 | Add 5.60% | 3,882 | $849.99 |
| Q3 2024 | +1,921 | Add 49.48% | 5,803 | $886.52 |
| Q4 2024 | +2,068 | Add 35.64% | 7,871 | $916.27 |
| Q1 2025 | -3,851 | Reduce 48.93% | 4,020 | $945.83 |
| Q2 2025 | -1,142 | Reduce 28.41% | 2,878 | $989.77 |
| Q3 2025 | +236,007 | Add 8200.38% | 238,885 | $925.63 |
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 12 quarters since Q4 2022. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Jefferies Group's largest addition to Costco Wholesale Corporation (COST) was in Q3 2025, adding 238,885 shares worth $221.12 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
According to the latest 13F filing for Q3 2025, Jefferies Group's firm, Jefferies Financial Group Inc., owns 238,885 shares of Costco Wholesale Corporation (COST), valued at approximately $221.12 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
As of the Q3 2025 filing, Costco Wholesale Corporation (COST) represents approximately 1.04% of Jefferies Group's publicly disclosed stock portfolio, making it one of their key holdings. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Jefferies Group's peak holding in Costco Wholesale Corporation (COST) was 238,885 shares, as reported at the end of Q3 2025. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.