Christopher Davis - Davis Selected Advisers
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    112
Portfolio value:    $21,781,443,023
Holdings Activity Buys Sells    History
Holding/activity history for  Cencora, Inc. (COR)
← All COR superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2021   Q4 0 0.00 Sell 100.00% 0.03 $113.68–135.26 · VW $122.73i SEC
2021   Q3 47,455 0.03 $138.53 $6,574,000 SEC
2021   Q2 47,455 0.03 Reduce 2.35% <0.01 $112.68–125.86 · VW $117.79i $6,387,000 SEC
2021   Q1 48,595 0.03 Reduce 29.81% 0.01 $94.89–120.54 · VW $107.33i $5,824,000 SEC
2020   Q4 69,230 0.05 Add 0.06% $92.24–111.25 · VW $99.89i $8,673,000 SEC
2020   Q3 69,190 0.05 Add 3.04% <0.01 $92.00–106.45 · VW $98.70i $8,225,000 SEC
2020   Q2 67,150 0.05 Add 17.21% <0.01 $80.00–103.37 · VW $92.40i $8,129,000 SEC
2020   Q1 57,290 0.05 Add 6.19% <0.01 $72.06–97.50 · VW $85.57i $6,640,000 SEC
2019   Q4 53,950 0.03 $112.12 $6,049,000 SEC
2019   Q3 53,950 0.04 Reduce 40.52% 0.02 $80.41–94.75 · VW $86.05i $6,574,000 SEC
2019   Q2 90,710 0.05 Add 1.07% <0.01 $70.55–87.10 · VW $78.59i $10,447,000 SEC
2019   Q1 89,750 0.05 Add 2.56% <0.01 $72.55–87.53 · VW $81.16i $9,605,000 SEC
2018   Q4 87,510 0.04 Add 117.11% 0.02 $69.36–94.85 · VW $84.96i $7,633,000 SEC
2018   Q3 40,307 0.02 Add 5.20% <0.01 $77.28–92.51 · VW $86.43i $4,480,000 SEC
2018   Q2 38,314 0.02 Add 5.18% <0.01 $81.58–95.00 · VW $87.52i $4,246,000 SEC
2018   Q1 36,427 0.02 Buy 0.02 $82.88–106.27 · VW $94.50i $3,652,000 SEC
2015   Q1 0 0.00 Sell 100.00% 0.05 $89.52–114.73 · VW $101.87i SEC
2014   Q4 356,075 0.05 Reduce 1.33% <0.01 $74.32–92.84 · VW $86.59i $13,905,000 SEC
2014   Q3 360,882 0.04 Reduce 0.01% $72.01–79.13 · VW $76.59i $11,862,000 SEC
2014   Q2 360,905 0.04 Buy 0.04 $62.55–73.81 · VW $68.86i $11,935,000 SEC
2012   Q4 0 0.00 Sell 100.00% 0.01 $38.69–44.02 · VW $41.43i SEC
2012   Q3 201,969 0.01 Reduce 65.57% 0.02 $36.73–40.36 · VW $38.60i $5,441,000 SEC
2012   Q2 586,556 0.03 Reduce 1.01% <0.01 $35.48–39.74 · VW $37.46i $15,145,000 SEC
2012   Q1 592,561 0.03 Reduce 40.08% 0.02 $36.11–40.22 · VW $38.37i $13,979,000 SEC
2011   Q4 988,914 0.04 Reduce 8.81% <0.01 $34.74–42.32 · VW $38.09i $17,622,000 SEC
2011   Q3 1,084,470 0.04 Reduce 9.13% <0.01 $34.33–43.47 · VW $38.63i $15,562,000 SEC
2011   Q2 1,193,430 0.04 Reduce 25.25% 0.01 $38.86–42.50 · VW $40.99i $19,572,000 SEC
2011   Q1 1,596,648 0.05 Add 0.92% <0.01 $33.91–39.90 · VW $36.95i $25,291,000 SEC
2010   Q4 1,582,065 0.04 Buy 0.04 $30.40–34.72 · VW $32.35i $21,579,000 SEC
2008   Q3 0 0.00 Sell 100.00% <0.01 $18.30–22.23 · VW $20.14i SEC
2008   Q2 56,200 <0.01 Buy <0.01 $19.45–21.49 · VW $20.43i $1,124,000 SEC
2006   Q1 0 0.00 Sell 100.00% 0.03 $20.16–24.32 · VW $22.45i SEC
2005   Q4 646,830 0.03 Add 12.94% <0.01 $18.33–21.09 · VW $19.67i $13,389,000 SEC
2005   Q3 572,728 0.02 Buy 0.02 $17.14–19.76 · VW $18.36i $11,068,000 SEC
2005   Q2 0 0.00 Sell 100.00% $14.01–17.36 · VW $15.77i SEC
2005   Q1 160,063,670,572,520 0.00 Reduce 3.48% $13.24–15.85 · VW $14.62i $37,396,152,000 SEC
2004   Q4 165,827,270,526,360 0.00 Add 5523981313.64% $12.56–16.00 · VW $14.24i $44,069,814,000 SEC
2004   Q3 3,001,952 14.93 Add 1.10% 0.16 $12.44–14.20 · VW $13.47i $44,068,748,000 SEC
2004   Q2 2,969,332 19.63 Add 27.40% 4.22 $13.38–15.48 · VW $14.70i $37,404,359,000 SEC
2003   Q4 2,330,792 21.90 Add 268.33% 15.96 $13.26–16.59 · VW $14.79i $37,398,014,000 SEC
2003   Q3 632,800 0.02 Buy 0.02 $13.21–18.36 · VW $14.88i $8,551,000 SEC
2003   Q2 0 0.00 Sell 100.00% 0.04 $12.41–17.88 · VW $15.26i SEC
2003   Q1 960,800 0.04 Buy 0.04 $11.41–14.93 · VW $13.58i $13,134,000 SEC
Price snapshot:
Current price$306.13
52-week low$244.26
52-week high$376.05