Meridian Wealth Advisors’s Costco COST Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $9.9M | Buy |
10,586
+225
| +2% | +$224K | 1.13% | 23 |
|
|
2026
Q1 | $10.3M | Sell |
10,361
-381
| -4% | -$371K | 1.37% | 20 |
|
|
2025
Q4 | $9.26M | Sell |
10,742
-708
| -6% | -$642K | 1.28% | 20 |
|
|
2025
Q3 | $10.6M | Buy |
11,450
+503
| +5% | +$482K | 1.5% | 17 |
|
|
2025
Q2 | $10.8M | Buy |
10,947
+134
| +1% | +$133K | 1.71% | 16 |
|
|
2025
Q1 | $10.2M | Buy |
10,813
+70
| +0.7% | +$68.2K | 1.74% | 13 |
|
|
2024
Q4 | $9.84M | Sell |
10,743
-37
| -0.3% | -$34.3K | 1.62% | 14 |
|
|
2024
Q3 | $9.56M | Sell |
10,780
-145
| -1% | -$126K | 1.6% | 13 |
|
|
2024
Q2 | $9.29M | Buy |
10,925
+249
| +2% | +$194K | 1.66% | 14 |
|
|
2024
Q1 | $7.82M | Buy |
10,676
+647
| +6% | +$462K | 1.47% | 15 |
|
|
2023
Q4 | $6.62M | Buy |
10,029
+171
| +2% | +$101K | 1.45% | 14 |
|
|
2023
Q3 | $5.57M | Buy |
9,858
+222
| +2% | +$123K | 1.39% | 16 |
|
|
2023
Q2 | $5.19M | Sell |
9,636
-18
| -0.2% | -$9.11K | 1.26% | 20 |
|
|
2023
Q1 | $4.8M | Buy |
9,654
+238
| +3% | +$117K | 1.2% | 20 |
|
|
2022
Q4 | $4.3M | Buy |
9,416
+679
| +8% | +$332K | 1.11% | 21 |
|
|
2022
Q3 | $4.13M | Sell |
8,737
-175
| -2% | -$91K | 1.16% | 18 |
|
|
2022
Q2 | $4.27M | Buy |
8,912
+500
| +6% | +$254K | 1.14% | 21 |
|
|
2022
Q1 | $4.84M | Buy |
8,412
+1,114
| +15% | +$585K | 1.12% | 20 |
|
|
2021
Q4 | $4.14M | Buy |
7,298
+420
| +6% | +$215K | 1.01% | 20 |
|
|
2021
Q3 | $3.09M | Buy |
6,878
+172
| +3% | +$75.6K | 0.86% | 23 |
|
|
2021
Q2 | $2.65M | Buy |
6,706
+706
| +12% | +$267K | 0.75% | 28 |
|
|
2021
Q1 | $2.12M | Buy |
6,000
+897
| +18% | +$312K | 0.7% | 30 |
|
|
2020
Q4 | $1.92M | Buy |
5,103
+502
| +11% | +$188K | 0.7% | 30 |
|
|
2020
Q3 | $1.63M | Buy |
4,601
+270
| +6% | +$90.7K | 0.7% | 33 |
|
|
2020
Q2 | $1.31M | Buy |
4,331
+648
| +18% | +$197K | 0.61% | 38 |
|
|
2020
Q1 | $1.05M | Sell |
3,683
-248
| -6% | -$75.3K | 0.58% | 35 |
|
|
2019
Q4 | $1.16M | Buy |
3,931
+53
| +1% | +$15.8K | 0.46% | 41 |
|
|
2019
Q3 | $1.12M | Buy |
3,878
+2,003
| +107% | +$564K | 0.48% | 39 |
|
|
2019
Q2 | $508K | Buy |
+1,875
| New | +$467K | 0.35% | 61 |
|
|
2019
Q1 | – | Sell |
-1,263
| Closed | -$257K | – | 182 |
|
|
2018
Q4 | $257K | Buy |
+1,263
| New | +$282K | 0.2% | 101 |
|
Other funds holding COST
Meridian Wealth Advisors's COST Position: Q2 2026 in Review
Meridian Wealth Advisors increased its Costco (COST) stake by 2.2% in Q2 2026, buying an estimated $224K and bringing the position to 10,586 shares worth $9.9M. The position accounts for 1.13% of the portfolio, ranked #23.
Meridian Wealth Advisors first reported a position in COST in Q4 2018 and has held it in 30 quarters since. The position peaked at $10.8M in Q2 2025. 4,238 funds tracked by Wall St. Rank hold COST as of Q2 2026.
- Meridian Wealth Advisors held 10,586 shares of Costco worth $9.9M as of Q2 2026.
- Meridian Wealth Advisors bought 225 Costco shares in Q2 2026, an estimated $224K.
- Costco made up 1.13% of Meridian Wealth Advisors's portfolio in Q2 2026, its #23 holding.
- Meridian Wealth Advisors first reported a position in Costco in Q4 2018 and has held it in 30 quarters since.
- Meridian Wealth Advisors's Costco position peaked at $10.8M in Q2 2025.
- 4,238 funds tracked by Wall St. Rank held Costco as of Q2 2026.
Based on Meridian Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.