Skip to main content

Phoenix Financial Ltd.

Position in COST — Costco Wholesale Corp /New

CIK 1679543 Givatayim, L3

Position in COST

as of Jun 30, 2026 · filed Aug 11, 2026
Position Value
$8,466,002
-$1,447,479 QoQ
Shares Held
9,050
-9.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#975
of 4,178 holders
Holding Since
Jun 2020
17 quarters on record
Voting authority Sole 100% Shared 0% None 0%

Common Shares in COST Over Time

Shares Held

Position Value (USD)

Position in Discount Stores

Consumer Defensive · as of Jun 30, 2026

Phoenix Financial Ltd. holds $20,861,390 across 4 Discount Stores names. COST ranks #1 (40.6% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 COST
Costco Wholesale Corp /New
This page
9,050 $8,466,002

All Filings in COST

Export CSV
17 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $8,466,002 9,050
2026-03-31 $9,913,481 9,949
2025-12-31 $12,463,399 14,453
2025-06-30 $21,229,262 21,445
2025-03-31 $18,508,913 19,570
2024-12-31 $20,835,978 22,740
2024-09-30 $21,965,305 24,777
2024-06-30 $18,687,879 21,986
2024-03-31 $18,605,870 25,396
2023-12-31 $5,526,189 8,372
2023-06-30 $6,665,144 12,380
2023-03-31 $2,841,101 5,718
2022-12-31 $1,447,561 3,171
2022-09-30 $1,448,452 3,067
2022-06-30 $1,640,096 3,422
2022-03-31 $1,982,075 3,442
2020-06-30 $288,049 950