MIH
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Meitav Investment House’s Costco COST Stock Holding History

Meitav Investment House’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
Q1 		$24.3M Sell
24,413
-21,533
-47% -$21M 0.27% 65
2025
Q4 		$39.6M Buy
45,946
+8,389
+22% +$7.6M 0.46% 55
2025
Q3 		$34.8M Buy
37,557
+32
+0.1% +$30.7K 0.46% 55
2025
Q2 		$37.1M Buy
37,525
+14,645
+64% +$14.6M 0.5% 48
2025
Q1 		$21.6M Sell
22,880
-49,295
-68% -$48.1M 0.4% 62
2024
Q4 		$66.1M Sell
72,175
-17
-0% -$15.8K 1.11% 28
2024
Q3 		$64M Sell
72,192
-15,635
-18% -$13.6M 1.07% 27
2024
Q2 		$74.6M Buy
87,827
+12,973
+17% +$10.1M 1.33% 19
2024
Q1 		$54.9M Sell
74,854
-53,453
-42% -$38.2M 1.07% 26
2023
Q4 		$85M Sell
128,307
-8,240
-6% -$4.88M 1.25% 20
2023
Q3 		$78.2M Buy
136,547
+18,366
+16% +$10.1M 1.27% 21
2023
Q2 		$63M Sell
118,181
-645
-0.5% -$326K 1.01% 28
2023
Q1 		$58.8M Buy
118,826
+28,743
+32% +$14.1M 1.01% 27
2022
Q4 		$41.3M Sell
90,083
-53
-0.1% -$25.9K 0.71% 39
2022
Q3 		$43.1M Buy
90,136
+67,170
+292% +$34.9M 0.76% 37
2022
Q2 		$11M Buy
22,966
+15,881
+224% +$8.06M 0.19% 99
2022
Q1 		$4.08M Sell
7,085
-7,685
-52% -$4.03M 0.06% 173
2021
Q4 		$8.38M Hold
14,770
– – 0.14% 123
2021
Q3 		$6.64M Buy
14,770
+8,060
+120% +$3.54M 0.11% 143
2021
Q2 		$2.66M Buy
6,710
+900
+15% +$340K 0.07% 155
2021
Q1 		$2.05K Sell
5,810
-53,881
-90% -$18.8M 0.06% 160
2020
Q4 		$22.5M Sell
59,691
-11,780
-16% -$4.4M 0.88% 45
2020
Q3 		$25.4M Buy
71,471
+2,117
+3% +$711K 1.26% 30
2020
Q2 		$21M Buy
69,354
+19,246
+38% +$5.86M 1.26% 25
2020
Q1 		$14.3M Buy
+50,108
New +$15.2M 1.07% 33

Other funds holding COST

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
DAM
Diamant Asset Management Ridgefield, Connecticut $137B AUM 18.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Meitav Investment House's COST Position: Q1 2026 in Review

Meitav Investment House reduced its Costco (COST) stake by 47% in Q1 2026, selling an estimated $21M and leaving 24,413 shares worth $24.3M. The position accounts for 0.27% of the portfolio, ranked #65.

Meitav Investment House first reported a position in COST in Q1 2020 and has held it in 25 quarters since. The position peaked at $85M in Q4 2023. 4,237 funds tracked by Wall St. Rank hold COST as of Q1 2026.

  • Meitav Investment House held 24,413 shares of Costco worth $24.3M as of Q1 2026.
  • Meitav Investment House sold 21,533 Costco shares in Q1 2026, an estimated $21M.
  • Costco made up 0.27% of Meitav Investment House's portfolio in Q1 2026, its #65 holding.
  • Meitav Investment House first reported a position in Costco in Q1 2020 and has held it in 25 quarters since.
  • Meitav Investment House's Costco position peaked at $85M in Q4 2023.
  • 4,237 funds tracked by Wall St. Rank held Costco as of Q1 2026.

Based on Meitav Investment House's 13F filing for Q1 2026, filed 29 Apr 2026.