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Meramec Financial Planners’s Costco COST Stock Holding History

Meramec Financial Planners’s Portfolio COST Stock Details COST Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$105K Buy
110
+80
+267% +$79.7K 0.04% 174
2026
Q1 		$29.9K Hold
30
– – 0.01% 242
2025
Q4 		$30K Buy
+30
New +$27.2K 0.01% 248

Other funds holding COST

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Meramec Financial Planners's COST Position: Q2 2026 in Review

Meramec Financial Planners increased its Costco (COST) stake by 267% in Q2 2026, buying an estimated $79.7K and bringing the position to 110 shares worth $105K. The position accounts for 0.04% of the portfolio, ranked #174.

Meramec Financial Planners first reported a position in COST in Q4 2025 and has held it in 3 quarters since. 4,224 funds tracked by Wall St. Rank hold COST as of Q2 2026.

  • Meramec Financial Planners held 110 shares of Costco worth $105K as of Q2 2026.
  • Meramec Financial Planners bought 80 Costco shares in Q2 2026, an estimated $79.7K.
  • Costco made up 0.04% of Meramec Financial Planners's portfolio in Q2 2026, its #174 holding.
  • Meramec Financial Planners first reported a position in Costco in Q4 2025 and has held it in 3 quarters since.
  • 4,224 funds tracked by Wall St. Rank held Costco as of Q2 2026.

Based on Meramec Financial Planners's 13F filing for Q2 2026, filed 29 Jul 2026.