Meriwether Wealth & Planning’s Costco COST Stock Holding History

Meriwether Wealth & Planning’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 Q3	$206K	Sell	226 -10	-4%	-$9.34K	0.09%	113
2026 Q2	$221K	Sell	236 -1	-0.4%	-$996	0.11%	114
2026 Q1	$236K	Buy	237 +2	+0.9%	+$1.95K	0.13%	109
2025 Q4	$203K	Sell	235 -1	-0.4%	-$906	0.11%	119
2025 Q3	$218K	Sell	236 -7	-3%	-$6.71K	0.13%	116
2025 Q2	$241K	Sell	243 -11	-4%	-$10.9K	0.15%	105
2025 Q1	$240K	Sell	254 -25	-9%	-$24.4K	0.16%	101
2024 Q4	$256K	Buy	+279	New	+$259K	0.18%	97

Other funds holding COST

Emerald Advisors Bellevue, Washington $781M AUM 4.78% 1-Year Est. Return

Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return

Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts $10.8B AUM 9.05% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return

Sarasin & Partners London, United Kingdom $8.93B AUM 11.81% 1-Year Est. Return

Congress Asset Management Boston, Massachusetts $15.4B AUM 30.39% 1-Year Est. Return

Meriwether Wealth & Planning's COST Position: Q3 2026 in Review

Meriwether Wealth & Planning reduced its Costco (COST) stake by 4.2% in Q3 2026, selling an estimated $9.34K and leaving 226 shares worth $206K. The position accounts for 0.09% of the portfolio, ranked #113.

Meriwether Wealth & Planning first reported a position in COST in Q4 2024 and has held it in 8 quarters since. The position peaked at $256K in Q4 2024. 1,392 funds tracked by Wall St. Rank hold COST as of Q3 2026.

Meriwether Wealth & Planning held 226 shares of Costco worth $206K as of Q3 2026.
Meriwether Wealth & Planning sold 10 Costco shares in Q3 2026, an estimated $9.34K.
Costco made up 0.09% of Meriwether Wealth & Planning's portfolio in Q3 2026, its #113 holding.
Meriwether Wealth & Planning first reported a position in Costco in Q4 2024 and has held it in 8 quarters since.
Meriwether Wealth & Planning's Costco position peaked at $256K in Q4 2024.
1,392 funds tracked by Wall St. Rank held Costco as of Q3 2026.

Based on Meriwether Wealth & Planning's 13F filing for Q3 2026, filed 13 Oct 2026.