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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
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

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
SC
Steginsky Capital Port Washington, New York $666M AUM 34.57% 1-Year Est. Return
OIAM
OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Meriwether Wealth & Planning's COST Position: Q2 2026 in Review

Meriwether Wealth & Planning reduced its Costco (COST) stake by 0.42% in Q2 2026, selling an estimated $996 and leaving 236 shares worth $221K. The position accounts for 0.11% of the portfolio, ranked #114.

Meriwether Wealth & Planning first reported a position in COST in Q4 2024 and has held it in 7 quarters since. The position peaked at $256K in Q4 2024. 770 funds tracked by Wall St. Rank hold COST as of Q2 2026.

  • Meriwether Wealth & Planning held 236 shares of Costco worth $221K as of Q2 2026.
  • Meriwether Wealth & Planning sold 1 Costco share in Q2 2026, an estimated $996.
  • Costco made up 0.11% of Meriwether Wealth & Planning's portfolio in Q2 2026, its #114 holding.
  • Meriwether Wealth & Planning first reported a position in Costco in Q4 2024 and has held it in 7 quarters since.
  • Meriwether Wealth & Planning's Costco position peaked at $256K in Q4 2024.
  • 770 funds tracked by Wall St. Rank held Costco as of Q2 2026.

Based on Meriwether Wealth & Planning's 13F filing for Q2 2026, filed 8 Jul 2026.