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  CVS Health Corp. (CVS)
Period Shares % of Portfolio Activity % Change to Portfolio Reported Price Value Filing
2026   Q1 12,239,666 4.04 Reduce 4.08% 0.19 $71.82 $879,053,606 SEC
2025   Q4 12,760,511 4.55 Add 11.90% 0.48 $79.36 $1,012,674,950 SEC
2025   Q3 11,403,641 4.49 Reduce 1.58% 0.07 $75.39 $859,720,495 SEC
2025   Q2 11,586,790 4.27 Add 0.33% 0.01 $68.98 $799,256,774 SEC
2025   Q1 11,549,057 4.51 Add 1.43% 0.06 $67.75 $782,448,612 SEC
2024   Q4 11,385,950 2.97 Add 2,998.12% 2.87 $44.89 $511,115,296 SEC
2024   Q3 367,512 0.13 Add 0.75% <0.01 $62.88 $23,109,155 SEC
2024   Q2 364,782 0.13 Add 111.17% 0.07 $59.06 $21,544,025 SEC
2024   Q1 172,743 0.08 Reduce 16.31% 0.01 $79.76 $13,777,982 SEC
2023   Q4 206,414 0.09 Add 0.87% <0.01 $78.96 $16,298,564 SEC
2023   Q3 204,632 0.09 Reduce 1.53% <0.01 $69.82 $14,287,443 SEC
2023   Q2 207,809 0.09 Reduce 0.07% <0.01 $69.13 $14,365,849 SEC
2023   Q1 207,946 0.10 Reduce 0.07% <0.01 $74.31 $15,452,506 SEC
2022   Q4 208,090 0.13 Add 0.35% <0.01 $93.19 $19,391,907 SEC
2022   Q3 207,368 0.14 Reduce 0.43% <0.01 $95.37 $19,777,000 SEC
2022   Q2 208,272 0.12 Reduce 0.07% <0.01 $92.66 $19,298,000 SEC
2022   Q1 208,424 0.11 Reduce 2.48% <0.01 $101.21 $21,095,000 SEC
2021   Q4 213,733 0.10 Reduce 72.57% 0.23 $103.16 $22,049,000 SEC
2021   Q3 779,200 0.31 Reduce 0.16% <0.01 $84.86 $66,123,000 SEC
2021   Q2 780,426 0.28 Reduce 0.11% <0.01 $83.44 $65,119,000 SEC
2021   Q1 781,279 0.27 Reduce 1.28% <0.01 $75.23 $58,776,000 SEC
2020   Q4 791,399 0.28 Reduce 0.85% <0.01 $68.30 $54,053,000 SEC
2020   Q3 798,195 0.28 Reduce 1.77% <0.01 $58.40 $46,615,000 SEC
2020   Q2 812,617 0.32 Add 0.99% <0.01 $64.97 $52,796,000 SEC
2020   Q1 804,619 0.34 Reduce 0.95% <0.01 $59.33 $47,738,000 SEC
2019   Q4 812,308 0.31 Reduce 23.77% 0.09 $74.29 $60,346,000 SEC
2019   Q3 1,065,535 0.36 Reduce 3.28% 0.01 $63.07 $67,203,000 SEC
2019   Q2 1,101,682 0.31 Reduce 2.01% <0.01 $54.49 $60,031,000 SEC
2019   Q1 1,124,239 0.31 Reduce 0.52% <0.01 $53.93 $60,630,000 SEC
2018   Q4 1,130,059 0.43 Buy 0.43 $65.51 $74,028,000 SEC
2014   Q4 0 0.00 Sell 100.00% 0.56 SEC
2014   Q3 2,153,905 0.56 Reduce 76.10% 1.61 $79.60 $171,457,000 SEC
2014   Q2 9,012,151 2.11 Reduce 21.19% 0.52 $75.37 $679,269,000 SEC
2014   Q1 11,435,259 2.45 Reduce 65.41% 3.87 $74.86 $856,043,000 SEC
2013   Q4 33,058,529 5.91 Reduce 9.30% 0.51 $71.57 $2,365,999,000 SEC
2013   Q3 36,448,058 5.49 Reduce 6.30% 0.36 $56.75 $2,068,427,000 SEC
2013   Q2 38,896,601 5.77 Reduce 37.22% 2.47 $57.18 $2,224,108,000 SEC
2012   Q2 61,954,182 6.63 Reduce 7.39% 0.52 $46.73 $2,895,119,000 SEC
2012   Q1 66,900,524 7.04 Add 0.60% 0.04 $44.80 $2,997,143,000 SEC
2011   Q4 66,502,001 6.63 Reduce 1.97% 0.13 $40.78 $2,711,952,000 SEC
2011   Q3 67,838,825 6.49 Add 0.62% 0.04 $33.59 $2,278,706,000 SEC
2011   Q2 67,423,059 5.42 Reduce 1.19% 0.06 $37.58 $2,533,759,000 SEC
2011   Q1 68,237,105 4.81 Add 0.49% 0.02 $34.32 $2,341,897,000 SEC
2010   Q4 67,904,247 4.87 Reduce 2.94% 0.02 $34.77 $2,361,031,000 SEC
2010   Q3 69,959,264 0.77 Add 10.06% 0.07 $2.88 $201,618,000 SEC
2010   Q2 63,561,800 3.68 Add 17.99% 0.56 $29.32 $1,863,632,000 SEC
2010   Q1 53,872,349 6.13 Add 9.45% 0.53 $3,998,536,594.71 $215,410,558,919,715,000 SEC
2009   Q4 49,222,674 3.94 Add 31.18% 0.94 $32.21 $1,585,462,000 SEC
2009   Q3 37,522,573 3.44 Add 2.03% 0.07 $35.74 $1,341,057,000 SEC
2009   Q2 36,775,259 2.95 Add 0.05% <0.01 $31.87 $1,172,028,000 SEC
2009   Q1 36,757,361 3.53 Reduce 0.81% 0.02 $27.46 $1,009,474,000 SEC
2008   Q4 37,058,005 2.93 Add 10.17% 0.27 $28.68 $1,062,719,000 SEC
2008   Q3 33,636,634 2.22 Add 0.82% 0.02 $33.66 $1,132,209,000 SEC
2008   Q2 33,361,899 2.34 Add 1.41% 0.03 $39.57 $1,320,130,000 SEC
2008   Q1 32,897,070 2.33 Add 0.36% <0.01 $40.51 $1,332,660,000 SEC
2007   Q4 32,778,570 1.91 Reduce 0.03% <0.01 $39.75 $1,302,948,000 SEC
2007   Q3 32,789,218 1.95 Reduce 0.46% <0.01 $34.02 $1,115,604,000 SEC
2007   Q2 32,939,891 1.87 Reduce 0.13% <0.01 $36.45 $1,200,659,000 SEC
2007   Q1 32,982,480 1.84 Buy 1.84 $34.14 $1,126,022,000 SEC
2000   Q3 0 0.00 Sell 100.00% <0.01 SEC
2000   Q2 26,100 <0.01 Reduce 60.13% <0.01 $38.12 $995,000 SEC
2000   Q1 65,468 <0.01 Add 0.14% $37.58 $2,460,000 SEC
1999   Q4 65,375 0.01 Add 10.99% <0.01 $39.88 $2,607,000 SEC
1999   Q3 58,900 0.01 Add 15.49% <0.01 $40.81 $2,404,000 SEC
1999   Q2 51,000 0.02 Add 26.55% <0.01 $50.75 $2,588,000 SEC
1999   Q1 40,300 <0.01 $47.49 $1,914,000 SEC