Costco Wholesale Corp (COST) — Strategic Asset Allocation Index
Costco Wholesale Corp (COST) has a Strategic Asset Allocation Index of 108.6% as of February 2026. Strategic assets (PP&E of $36.40 Billion plus long-term investments of $-) total $36.40 Billion, measured against net assets of $33.51 Billion. A higher index reflects capital-intensive or investment-heavy strategies where strategic assets dominate the equity base. See Costco Wholesale Corp balance sheet quality to measure how much of total assets are equity-financed.
SAAI
Strategic Assets
PP&E
Net Assets
Costco Wholesale Corp Strategic Asset Allocation Index (2017–2025)
This chart shows how Costco Wholesale Corp's Strategic Asset Allocation Index has evolved across 9 annual periods from 2017 to 2025. As of February 2026, the index stands at 108.6%, representing strategic assets of $36.40 Billion against net assets of $33.51 Billion USD. For live market cap and overall valuation, see market value of Costco Wholesale Corp.
Annual Strategic Asset Allocation Index for Costco Wholesale Corp (2017–2025)
The table below presents the year-by-year Strategic Asset Allocation Index for Costco Wholesale Corp from 2017 to 2025, covering 9 annual filings. Each row shows PP&E, long-term investments, strategic assets combined, net assets, the index percentage, and the change in percentage points compared to the prior year. See Costco Wholesale Corp shareholders equity for net asset value and shareholders' equity analysis.
| Year | SAAI | Strategic Assets (USD) | PP&E | LT Investments | Net Assets | Change (pp) |
|---|---|---|---|---|---|---|
| 2025 | 123.9% | $36.12 Billion | $36.12 Billion | $- | $29.16 Billion | ▼ -16.2 pp |
| 2024 | 140.0% | $33.08 Billion | $33.08 Billion | $- | $23.62 Billion | ▲ +17.4 pp |
| 2023 | 122.6% | $30.72 Billion | $30.72 Billion | $- | $25.06 Billion | ▼ -10.2 pp |
| 2022 | 132.8% | $27.42 Billion | $27.42 Billion | $- | $20.65 Billion | ▼ -18.7 pp |
| 2021 | 151.5% | $27.38 Billion | $27.38 Billion | $- | $18.08 Billion | ▲ +16.8 pp |
| 2020 | 134.7% | $25.19 Billion | $25.19 Billion | $- | $18.70 Billion | ▲ +0.6 pp |
| 2019 | 134.0% | $20.89 Billion | $20.89 Billion | $- | $15.58 Billion | ▼ -16.2 pp |
| 2018 | 150.2% | $19.68 Billion | $19.68 Billion | $- | $13.10 Billion | ▼ -13.7 pp |
| 2017 | 163.9% | $18.16 Billion | $18.16 Billion | $- | $11.08 Billion | — |