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Meridian Wealth Partners’s Costco COST Stock Holding History

Meridian Wealth Partners’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
Q1 		$372K Buy
373
+31
+9% +$30.2K 0.05% 79
2025
Q4 		$295K Sell
342
-25
-7% -$22.7K 0.04% 87
2025
Q3 		$340K Sell
367
-23
-6% -$22K 0.05% 80
2025
Q2 		$386K Sell
390
-22
-5% -$21.9K 0.06% 77
2025
Q1 		$390K Buy
412
+4
+1% +$3.9K 0.06% 72
2024
Q4 		$374K Buy
408
+2
+0.5% +$1.86K 0.06% 75
2024
Q3 		$360K Sell
406
-26
-6% -$22.6K 0.06% 75
2024
Q2 		$367K Buy
432
+35
+9% +$27.3K 0.06% 72
2024
Q1 		$291K Buy
397
+12
+3% +$8.57K 0.05% 84
2023
Q4 		$254K Sell
385
-7
-2% -$4.15K 0.05% 85
2023
Q3 		$222K Buy
392
+9
+2% +$4.97K 0.05% 86
2023
Q2 		$206K Buy
+383
New +$194K 0.04% 92
2021
Q2 		– Sell
-170
Closed -$60K – 344
2021
Q1 		$60K Buy
170
+48
+39% +$16.7K 0.02% 142
2020
Q4 		$46K Hold
122
– – 0.02% 150
2020
Q3 		$43K Buy
122
+10
+9% +$3.36K 0.02% 137
2020
Q2 		$34K Sell
112
-4
-3% -$1.22K 0.02% 150
2020
Q1 		$33K Buy
116
+19
+20% +$5.76K 0.02% 145
2019
Q4 		$29K Buy
+97
New +$28.8K 0.02% 163

Other funds holding COST

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
DAM
Diamant Asset Management Ridgefield, Connecticut $137B AUM 18.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Meridian Wealth Partners's COST Position: Q1 2026 in Review

Meridian Wealth Partners increased its Costco (COST) stake by 9.1% in Q1 2026, buying an estimated $30.2K and bringing the position to 373 shares worth $372K. The position accounts for 0.05% of the portfolio, ranked #79.

Meridian Wealth Partners first reported a position in COST in Q4 2019 and has held it in 18 quarters since. The position peaked at $390K in Q1 2025. 4,236 funds tracked by Wall St. Rank hold COST as of Q1 2026.

  • Meridian Wealth Partners held 373 shares of Costco worth $372K as of Q1 2026.
  • Meridian Wealth Partners bought 31 Costco shares in Q1 2026, an estimated $30.2K.
  • Costco made up 0.05% of Meridian Wealth Partners's portfolio in Q1 2026, its #79 holding.
  • Meridian Wealth Partners first reported a position in Costco in Q4 2019 and has held it in 18 quarters since.
  • Meridian Wealth Partners's Costco position peaked at $390K in Q1 2025.
  • 4,236 funds tracked by Wall St. Rank held Costco as of Q1 2026.

Based on Meridian Wealth Partners's 13F filing for Q1 2026, filed 14 May 2026.