Framework Journal · one stock, one dated entry

Recorded 2026-05-15 · Permanent

Costco logoCostco COST

An entry written while the outcome is still unknown. It will be scored by what the market does next, and it will never be edited to look cleverer than it was.

The label
Markup

read at $971.87

Costco holds its Markup at $971.87.

PHINPOOPSC
  • PHPhase · the trend structure carries the Markup label
  • INInsiders · no filings inside 60 days, left as found
  • POPositioning · no disclosures inside 60 days, left as found
  • OPOptions · no verdict drawn today, left as found
  • SCScreen · passes the values gate

The investor read · the season, not the day

As held on the ledger · 2026-05-15
PhaseMarkup
Quantitative stateConsolidating, no directional conviction, held for 2 days
Price$971.87
Valuation54.24 trailing · 46.39 forward price to earnings
Values screenPASS · score 89.3
Beta0.91

The trader read · the latest dated commentary

The framework reads markup. Price is trending higher with momentum. The crowd has caught on and buyers are in control. Price has moved down 0.0% since our last review. Ethical screening: PASS with strong ethical credentials (89). The risk-adjusted return profile shows good risk-adjusted returns. Entered 2026-07-03 · Markup

The dated journal · newest first, never edited

2026-07-03 Markup $971.87 +0.0% Entry 2

The framework reads markup. Price is trending higher with momentum. The crowd has caught on and buyers are in control. Price has moved down 0.0% since our last review. Ethical screening: PASS with strong ethical credentials (89). The risk-adjusted return profile shows good risk-adjusted returns.

2026-07-02 Markup $971.87 Entry 1

The framework reads markup. Price is trending higher with momentum. The crowd has caught on and buyers are in control. Ethical screening: PASS with strong ethical credentials (89). The risk-adjusted return profile shows good risk-adjusted returns.

Each entry above was written on its date, before the outcome. A journal you can prune is not a journal.

The insider ledger · Form 4 filings, as filed

Most recent filings · COST
DateInsiderTitleTypeSharesValue
2026-04-01 Frates Caton EVP Sale 700 $695,100
2026-01-21 Jones Teresa A. EVP Sale 850 $838,318
2026-01-16 Decker Susan L Dir Sale 458 $437,390
2026-01-14 Klauer James C EVP Sale 1,500 $1,408,500
2026-01-09 Miller Russell D Sr. EVP Sale 1,500 $1,374,480
2025-12-29 Polit Javier EVP Sale 2,607 $2,258,662
2025-11-07 Wilcox William Richard EVP Sale 2,400 $2,232,312
2025-10-24 Barbre Tiffany Marie Principal Accounting Officer Sale 1,239 $1,158,353
2025-10-24 Adamo Claudine EVP Sale 2,700 $2,526,336
2025-09-29 Miller Russell D Sr. EVP Sale 3,381 $3,093,615

Public filings, recorded as found. The full tape lives at Insider Intelligence.

The political ledger · congressional disclosures

Disclosures naming COST
DatePoliticianPartyTypeAmount
27 May2026 Ro Khanna Democrat buy 1K–15K
2026-04-13 Ro Khanna Democrat Sale 1K–15K

What holding actually paid · price plus dividends

If $1,000 had been placed · historical, not a promise
PeriodPrice thenPrice returnDivs per share$1,000 becameTotal return
1 month $999.47 -1.8% · $982 -1.8%
2 months $997.02 -1.6% $1.47 $986 -1.4%
3 months $1,001.87 -2.0% $1.47 $981 -1.9%
6 months $881.99 +11.3% $2.77 $1,116 +11.6%
1 year $1,001.63 -2.0% $5.37 $985 -1.5%
2 years $839.25 +17.0% $10.15 $1,182 +18.2%
3 years $496.97 +97.5% $29.37 $2,034 +103.4%
5 years $361.75 +171.3% $36.36 $2,814 +181.4%

Historical returns from market close data. Past performance does not guarantee future results.

This entry now belongs to the ledger. Whatever COST does next, these words stay.

Costco · COST · Markup · $971.87
Recorded 2026-05-15 · before the outcome · scored mechanically

Discover More
Alpha Insights Market Intelligence Titan Watch Ethical Screener Insider Intelligence Track Record Ethical Finance Zakat Calculator Iran Oil Tracker Foundry Indicators Options Calendar Composites Boycott Tracker Convergence Screener Fed Tracker Explore All Is It Halal? Earnings Calendar Dividend Screener Country Guides Glossary Join Free →

Get our weekly market brief free.