MWP
COST icon

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
Q2 		$352K Buy
376
+3
+0.8% +$2.99K 0.04% 88
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 $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

Meridian Wealth Partners's COST Position: Q2 2026 in Review

Meridian Wealth Partners increased its Costco (COST) stake by 0.8% in Q2 2026, buying an estimated $2.99K and bringing the position to 376 shares worth $352K. The position accounts for 0.04% of the portfolio, ranked #88.

Meridian Wealth Partners first reported a position in COST in Q4 2019 and has held it in 19 quarters since. The position peaked at $390K in Q1 2025. 4,238 funds tracked by Wall St. Rank hold COST as of Q2 2026.

  • Meridian Wealth Partners held 376 shares of Costco worth $352K as of Q2 2026.
  • Meridian Wealth Partners bought 3 Costco shares in Q2 2026, an estimated $2.99K.
  • Costco made up 0.04% of Meridian Wealth Partners's portfolio in Q2 2026, its #88 holding.
  • Meridian Wealth Partners first reported a position in Costco in Q4 2019 and has held it in 19 quarters since.
  • Meridian Wealth Partners's Costco position peaked at $390K in Q1 2025.
  • 4,238 funds tracked by Wall St. Rank held Costco as of Q2 2026.

Based on Meridian Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.