META β€” Meta Platforms Inc

Ownership history in Richard C. Young & CO., LTD.  Β·  5 quarters on record

AI Ownership Summary

Richard C. Young & CO., LTD. reported Meta Platforms Inc (META) in 5 quarterly 13F filings from 2024 Q4 through 2025 Q4. Peak portfolio weight reached 2.22% in 2025 Q2. The latest visible filing shows META at 1.83% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this META ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Richard C. Young & CO., LTD.'s position in Meta Platforms Inc, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

META was reported at 1.83% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.22% in 2025 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Richard C. Young & CO., LTD. held META β€” position size vs. price
% of Fund (quarterly)    META price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 5 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 30,932 +423 +1.4% 1.83% $20.4M 2026-02-14 (Est.) $639.22
2025 Q3 ADDED 30,509 +108 +0.4% 2.08% $22.4M 2025-11-12 $607.99
2025 Q2 ADDED 30,401 +19,025 +167.2% 2.22% $22.4M 2025-08-07 $760.04
2025 Q1 ADDED 11,376 +1,566 +16.0% 0.70% $6.6M 2025-05-02 $595.16
2024 Q4 INITIATED 9,810 β€” β€” 0.63% $5.7M 2025-01-28 $671.64

FAQ About Richard C. Young & CO., LTD. and META

These are the practical questions this page is built to answer before you even open the full history table.

How long has Richard C. Young & CO., LTD. reported owning META?

Richard C. Young & CO., LTD. reported META across 5 quarterly 13F filings, from 2024 Q4 through 2025 Q4.

What was the largest reported META position in Richard C. Young & CO., LTD.'s portfolio?

The largest reported portfolio weight for META was 2.22% in 2025 Q2.

What is the latest reported META position on this page?

The most recent filing on this page is 2025 Q4, when Richard C. Young & CO., LTD. reported 30,932 shares, equal to 1.83% of portfolio, with an estimated market value of $20.4M.

What does the chart on this META ownership page compare?

The chart compares Richard C. Young & CO., LTD.'s quarterly META portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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