Skip to main content

Meridian Wealth Advisors, LLC

SEC CIK
0001768095
Latest filing
Aug 14, 2026

COST holding history

Costco Wholesale Corp in every 13F filed by Meridian Wealth Advisors, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

COST overviewAll 13F holders of COSTFull Q2 2026 holdings

Shares (Q2 2026)
10,586
Value
$9.90M
% of portfolio
1.1%
Quarters held
22
Since Q1 2021
Holdings of COST by Meridian Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202610,586$9.90M1.1%+225+2.2%AddedHolders
Q1 202610,361$10.3M1.4%−381−3.5%ReducedHolders
Q4 202510,742$9.26M1.3%−708−6.2%ReducedHolders
Q3 202511,450$10.6M1.5%+503+4.6%AddedHolders
Q2 202510,947$10.8M1.7%+134+1.2%AddedHolders
Q1 202510,813$10.2M1.7%+70+0.7%AddedHolders
Q4 202410,743$9.84M1.6%−37−0.3%ReducedHolders
Q3 202410,780$9.56M1.6%−145−1.3%ReducedHolders
Q2 202410,925$9.29M1.7%+249+2.3%AddedHolders
Q1 202410,676$7.82M1.5%+647+6.5%AddedHolders
Q4 202310,029$6.62M1.4%+171+1.7%AddedHolders
Q3 20239,858$5.57M1.4%+222+2.3%AddedHolders
Q2 20239,636$5.19M1.3%−18−0.2%ReducedHolders
Q1 20239,654$4.80M1.2%+238+2.5%AddedHolders
Q4 20229,416$4.30M1.1%+679+7.8%AddedHolders
Q3 20228,737$4.13M1.2%−175−2.0%ReducedHolders
Q2 20228,912$4.27M1.1%+500+5.9%AddedHolders
Q1 20228,412$4.84M1.1%+1,114+15.3%AddedHolders
Q4 20217,298$4.14M1.0%+420+6.1%AddedHolders
Q3 20216,878$3.09M0.9%+172+2.6%AddedHolders
Q2 20216,706$2.65M0.8%+706+11.8%AddedHolders
Q1 20216,000$2.12M0.7%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.