【February 2026】Shareholder Benefits Summary — Holdings & Watchlist

A comprehensive summary of shareholder benefits (kabunushi yutai) for the February 2026 record date. This covers current holdings, fractional share positions for long-term qualification, purchase candidates, and a newly curated watchlist.

Current Holdings (4 Stocks)

Stocks where the author holds 100+ shares with confirmed February benefits.

Kojima (7513) 100 Shares | Record: Feb & Aug

• Benefit: Kojima store shopping vouchers (twice yearly)
• Annual value: Feb ¥2,000 + Aug ¥3,000 = ¥5,000 total
• Long-term: Fractional shares held since Nov 2022 — 3+ year bonus qualified
• Note: Usable at BicCamera, Kojima, and Sofmap. Great for electronics purchases

BicCamera (3048) 100 Shares | Record: Feb & Aug

• Benefit: BicCamera shopping vouchers (twice yearly)
• Annual value: Feb ¥2,000 + Aug ¥1,000 = ¥3,000 (increases with long-term holding)
• Long-term: Fractional shares held since Apr 2024
• Note: Usable at all BicCamera group stores. Best to use personally

TKP (3479) 100 Shares | Record: Feb

• Benefit: TKP Hotel & Resorts accommodation voucher
• Annual value: ¥10,000 once yearly
• Note: Usable at APA Hotel chain — handy for business trips and travel. Sells for ¥5,000–7,000 on Mercari

United Super Markets (3222) 100 Shares | Record: Feb & Aug

• Benefit: ¥3,000 vouchers OR 2kg Niigata Koshihikari rice OR charity donation
• Annual value: ¥3,000 × 2 = ¥6,000 total
• Long-term: Fractional shares held since Feb 2024
• Note: Usable at Maruetsu, Kasumi and other group stores. Vouchers can be resold if not used

Purchase Candidates (3 Stocks)

Stocks the author is considering purchasing before the February record date.

Ryohin Keikaku / MUJI (7453) 100 Shares | Record: Feb & Aug

• Price: ~¥3,532 (investment ~¥353,000)
• Benefit: 7% OFF card for all MUJI products
• Dividend yield: ~1.5%
• Note: That 7% discount adds up quickly for regular MUJI shoppers. Long-term stock appreciation expected too

Himaraya (7514) 100 Shares | Record: Feb & Aug

• Price: ~¥892 (investment ~¥89,000)
• Benefit: ¥1,000 Himaraya store voucher (twice yearly)
• Dividend yield: ~2.8%
• Note: High cost-performance pick — benefits + dividends for under ¥90,000

Create Restaurants Holdings (3387) 200 Shares | Record: Feb & Aug

• Benefit: Restaurant meal vouchers for group restaurants (Isomaru Suisan, Shabu-Yo, etc.)
• Annual value: 200 shares ¥2,000 × 2 = ¥4,000/year (500 shares: ¥10,000)
• Long-term: Benefit amount increases with holding duration
• Note: The group operates an overwhelming number of restaurants — never short of dining options. Long-term holding bonus adds further appeal

Fractional Share Positions (7 Stocks with Feb Benefits)

The author holds fractional shares (1+ share) in these stocks to establish long-term holding eligibility and prepare for potential scale-up to 100 shares. Cross-referenced against a list of 144 stocks with February benefits — only matching stocks shown.

CVS Bay Area (2687)

• Benefit: Group store vouchers
• Required: 100+ shares

DCM Holdings (3050)

• Benefit: Product assortment or charity donation
• Required: 100+ shares

Seven & i Holdings (3382)

• Benefit: Group product assortment
• Required: 100+ shares

Tsuruha Holdings (3391)

• Benefit: Tsuruha group voucher or gift
• Required: 100+ shares

Media Kobo (3815)

• Benefit: QUO Card
• Required: 100+ shares

Ringer Hut (8200)

• Benefit: Ringer Hut & Hamakatsu restaurant meal vouchers
• Required: 100+ shares

AEON (8267)

• Benefit: Owner’s Card (3–7% cashback on purchases)
• Required: 100+ shares
• Note: A must-have if AEON supermarkets or malls are your daily go-to. 1,000+ shares with long-term holding also earns gift cards

Watchlist (Newly Identified Candidates)

Stocks the author is newly eyeing for February benefits.

Fractional Share Pre-acquisition

IDOM (7599) — New for 2026

• Benefit: Digital gift card (choose from PayPay, Amazon Gift Card, QUO Card Pay, d Points, au PAY Gift Card, etc.)
• Annual value: 100 shares ¥2,500 / 500 shares ¥13,500 / 1,000 shares ¥30,000 (twice yearly)
• Long-term requirement: None for Feb & Aug 2026. From 2027 onward: 1+ year continuous holding required
• Fractional support: Can qualify via fractional shares + cross trading
• Note: A generous new benefit — 1,000 shares gets ¥60,000/year with great yield. Secure fractional shares now while there’s still time

Hiday Hidaka (7611)

• Benefit: Hidakaya group restaurant meal vouchers
• Note: If you’re a regular Hidakaya customer, grab fractional shares early to start the long-term holding clock

Long-term Hold Candidates

Ichibanya (7630)

• Benefit: CoCo Ichibanya meal vouchers
• Note: If you love CoCo Ichi curry, this is a natural long-term hold

Conditional Candidates (Personal Use)

Wakita (8125)

• Benefit: Hotel Cordia accommodation voucher (valid 1 year)
• Value: 100 shares ¥10,000 / 300 shares ¥30,000
• Note: Only 2 locations in Osaka. Worth a look if you have Osaka travel plans

MaxValu Tokai (8198)

• Benefit: ¥100 discount coupons for AEON group stores (1 coupon per ¥1,000 purchase)
• Value: 50 coupons for 100 shares (¥5,000 if fully used)
• Note: Steady savings for regular AEON shoppers. Highly practical

AEON (8267)

• Benefit: Owner’s Card with 3–7% cashback on all purchases
• Long-term bonus: AEON gift cards for 1,000+ shares held long-term
• Note: The author already holds fractional shares. Strongly recommended if AEON supermarkets and malls are the center of your daily life

Yoshinoya Holdings (9861)

• Benefit: Yoshinoya group restaurant meal vouchers
• Note: If you love Yoshinoya, it’s a no-brainer

SFP Holdings (3198)

• Benefit: Restaurant vouchers for Isomaru Suisan and other group restaurants. Also accepted at Create Restaurants HD locations
• Value: 100 shares ¥4,000 / 500 shares ¥10,000 / 1,000 shares ¥20,000 (twice yearly)
• Delivery: Early June & mid-November
• Note: Isomaru Suisan and Kizuna Sushi are among the many usable restaurants — one of the most popular dining-related benefits. ¥8,000/year for just 100 shares is compelling

Takashimaya (8233)

• Benefit: Shareholder discount card — 10% off eligible items at all Takashimaya stores
• Spending limit: 100 shares ¥150,000 / 200 shares ¥300,000 / 1,000 shares unlimited (twice yearly)
• Delivery: Late May & late November
• Note: The gold standard of department store benefits. Perfect for luxury purchases that rarely go on sale. Designed for personal use

Cross-Trade Candidates

Tsuruha Holdings (3391)

• Benefit: Tsuruha group shareholder discount card (5% OFF) or store voucher
• Note: Low reverse daily interest risk — well-suited for cross-trading. Also holding fractional shares

J.Front Retailing (3086)

• Benefit: Daimaru & Matsuzakaya 10% discount card
• Note: Previously obtained for just ¥32 in costs (2024). Sells for ¥3,000+ on Mercari — highly cost-efficient

Sugi Holdings (7649)

• Benefit: ¥3,000 shopping voucher + Shareholder Passport (150 Sugi Points per ¥3,000 purchase)
• Note: Caution — extremely high reverse daily interest recorded in Feb 2014. Always verify stock availability before cross-trading

U-NEXT HOLDINGS (9418)

• Benefit: U-NEXT 6-month free subscription + 1,000 points (~¥13,000 equivalent)
• Note: A staple cross-trade pick every year. Low cost with exceptionally high total yield

Arcs (9948)

• Benefit: Aomori apple juice (Shiny Apple Juice, 30 bottles)
• Note: A staple cross-trade pick every year. The apple juice is genuinely delicious

Past February Benefit Records

The author’s benefit acquisition records for the past 3 years of February record dates. Includes both benefits from actual holdings and those obtained via cross-trading (tsuyunagi-uri).

* Mercari and Yahoo Auction values shown are net amounts after deducting platform fees and shipping costs.

February 2025

February 2024

February 2023

* Welcia (3141) was delisted in 2025 following the business integration of AEON, Tsuruha HD, and Welcia HD, becoming a subsidiary of Tsuruha HD.
* Cost and net profit for actual holdings are marked “—” as they exclude stock price fluctuations at time of purchase.