Costco Wholesale Corporation Total Return Calculator: 10-Year ROI, Dividend Earned & CAGR
Company Profile
Costco Wholesale Corporation (COST)
17.62
Consumer Defensive
Discount Stores
NASDAQ
https://www.costco.com/
54.06
0.422T (Large-Cap)
Investment Scenario
In 2015, an investor has $1,000.00 and wants to invest in Costco Wholesale Corporation (COST). At that time, the stock price is $142.99 per share, allowing the investor to purchase 6 shares for a total of $857.94. This leaves the investor with $142.06 remaining from the initial $1,000.00.
Instead of chasing short-term gains, the investor adopted a long-term approach—holding the shares for 10 years without selling. Over time, the value of the investment grew not only through stock price appreciation but also through the accumulation of dividend payouts.
As of January 1, 2025, the $857.94 investment in NASDAQ:COST would be worth approximately $5,879.28 , thanks to stock splits, price appreciation, and consistent dividend payouts. This reflects a total Gain from stocks of $5,021.34, a return on investment (ROI) of 630.57%, and an annualized compounded growth rate (CAGR) of around 22.00%. This highlights the power of long-term investing and shows how a disciplined, patient approach—paired with investing in a fundamentally strong company like Costco Wholesale Corporation (COST)—can lead to significant wealth creation over time.
Time Period: 1 Jan, 2015 - 1 Jan, 2025
$857.94 invested in Costco Wholesale Corporation in 2015 grew to $5,879.28 by 1 Jan, 2025.
Wealth grew over time through a mix of dividend income and stock price appreciation. Dividends added to capital, while stock splits increased the number of shares held. Even without reinvesting dividends, the portfolio expanded steadily. As years passed, compounding took effect — turning small gains into larger ones. Holding the stock long-term allowed capital to grow naturally. This shows how patience, steady returns, and the power of compounding can help build lasting wealth from a single investment.
Costco Wholesale Corporation Investment Summary (2015–2025)
| Investment Duration | 10 years |
| Initial Investment in 2015 | $857.94 |
| Share Price in 2015 | $142.99 |
| Total Shares Purchased | 6 |
By 2025, the share price increased to $979.88. This resulted in a significant appreciation in the value of the investment.
| Share Price in 2025 | $979.88 |
| Value of 6 Shares in 2025 | $5,879.28 [5.88K] |
| Final Investment Value (2025) | $5,879.28 |
| Total Dividend Earned | $388.53 |
| Total Gain | $5,021.34 |
| Return on Investment (ROI) | 630.57% |
This performance reflects a Compound Annual Growth Rate (CAGR) of approximately 22.00% — a strong return over the period.
Yearly Breakdown
2015
| Shares | 6 |
| Current Year Dividend | $39.33 |
| Shares After Stock Split | No split |
| Final Shares | 6 Shares |
| Share Price | $142.99 |
| Final Investment Value | $857.94 [ ~857.94 ] |
Dividend: $5.00 per share on Feb 05, 2015
Dividend: $0.35 per share on Feb 11, 2015
Dividend: $0.40 per share on Apr 29, 2015
Dividend: $0.40 per share on Aug 12, 2015
Dividend: $0.40 per share on Nov 10, 2015
2016
| Shares | 6 |
| Current Year Dividend | $10.50 |
| Shares After Stock Split | No split |
| Final Shares | 6 Shares |
| Share Price | $151.12 |
| Final Investment Value | $906.72 [ ~906.72 ] |
Dividend: $0.40 per share on Feb 10, 2016
Dividend: $0.45 per share on Apr 27, 2016
Dividend: $0.45 per share on Aug 10, 2016
Dividend: $0.45 per share on Nov 02, 2016
2017
| Shares | 6 |
| Current Year Dividend | $53.70 |
| Shares After Stock Split | No split |
| Final Shares | 6 Shares |
| Share Price | $163.95 |
| Final Investment Value | $983.70 [ ~983.70 ] |
Dividend: $0.45 per share on Feb 08, 2017
Dividend: $7.00 per share on May 08, 2017
Dividend: $0.50 per share on May 10, 2017
Dividend: $0.50 per share on Aug 16, 2017
Dividend: $0.50 per share on Nov 16, 2017
2018
| Shares | 6 |
| Current Year Dividend | $13.26 |
| Shares After Stock Split | No split |
| Final Shares | 6 Shares |
| Share Price | $194.87 |
| Final Investment Value | $1,169.22 [ ~1.17K ] |
Dividend: $0.50 per share on Feb 15, 2018
Dividend: $0.57 per share on May 10, 2018
Dividend: $0.57 per share on Aug 30, 2018
Dividend: $0.57 per share on Nov 08, 2018
2019
| Shares | 6 |
| Current Year Dividend | $15.12 |
| Shares After Stock Split | No split |
| Final Shares | 6 Shares |
| Share Price | $214.63 |
| Final Investment Value | $1,287.78 [ ~1.29K ] |
Dividend: $0.57 per share on Feb 07, 2019
Dividend: $0.65 per share on May 09, 2019
Dividend: $0.65 per share on Aug 29, 2019
Dividend: $0.65 per share on Oct 31, 2019
2020
| Shares | 6 |
| Current Year Dividend | $76.50 |
| Shares After Stock Split | No split |
| Final Shares | 6 Shares |
| Share Price | $305.52 |
| Final Investment Value | $1,833.12 [ ~1.83K ] |
Dividend: $0.65 per share on Feb 06, 2020
Dividend: $0.70 per share on Apr 30, 2020
Dividend: $0.70 per share on Jul 30, 2020
Dividend: $0.70 per share on Oct 29, 2020
Dividend: $10.00 per share on Dec 01, 2020
2021
| Shares | 6 |
| Current Year Dividend | $18.42 |
| Shares After Stock Split | No split |
| Final Shares | 6 Shares |
| Share Price | $352.43 |
| Final Investment Value | $2,114.58 [ ~2.11K ] |
Dividend: $0.70 per share on Feb 04, 2021
Dividend: $0.79 per share on Apr 29, 2021
Dividend: $0.79 per share on Jul 29, 2021
Dividend: $0.79 per share on Oct 28, 2021
2022
| Shares | 6 |
| Current Year Dividend | $20.94 |
| Shares After Stock Split | No split |
| Final Shares | 6 Shares |
| Share Price | $505.13 |
| Final Investment Value | $3,030.78 [ ~3.03K ] |
Dividend: $0.79 per share on Feb 03, 2022
Dividend: $0.90 per share on Apr 28, 2022
Dividend: $0.90 per share on Jul 28, 2022
Dividend: $0.90 per share on Oct 27, 2022
2023
| Shares | 6 |
| Current Year Dividend | $113.76 |
| Shares After Stock Split | No split |
| Final Shares | 6 Shares |
| Share Price | $511.14 |
| Final Investment Value | $3,066.84 [ ~3.07K ] |
Dividend: $0.90 per share on Feb 02, 2023
Dividend: $1.02 per share on May 04, 2023
Dividend: $1.02 per share on Aug 24, 2023
Dividend: $1.02 per share on Nov 02, 2023
Dividend: $15.00 per share on Dec 27, 2023
2024
| Shares | 6 |
| Current Year Dividend | $27.00 |
| Shares After Stock Split | No split |
| Final Shares | 6 Shares |
| Share Price | $694.88 |
| Final Investment Value | $4,169.28 [ ~4.17K ] |
Dividend: $1.02 per share on Feb 01, 2024
Dividend: $1.16 per share on Apr 25, 2024
Dividend: $1.16 per share on Jul 26, 2024
Dividend: $1.16 per share on Nov 01, 2024
2025
| Shares | 6 |
| Current Year Dividend | $0.00 |
| Shares After Stock Split | No split |
| Final Shares | 6 Shares |
| Share Price | $979.88 |
| Final Investment Value | $5,879.28 [ ~5.88K ] |
No Event of stock split or dividend
COST 10 years Investment Performance Overview
COST has traded between a 52-week low of 793.00 and a high of 1,078.23 per share so far this year.
- Initial investment: $857.94
- Stock Gain: $5.02K
- Total Dividends received: $388.53
- Total return (Stock Gain + Dividends): $5,409.87
- Total value (Initial + Stock Gain + Dividends): $6,267.81