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CVS · COST in the 13F filings

Two to four stocks side by side among the 95 tracked managers: who lists them, how that has moved, who bought and sold in a quarter, and which managers hold more than one.

CVSCOST
Quarter
Q2 2026Q1 2026Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023

Holders over time

Tracked managers listing each stock every quarter, at least, or their combined reported value. A gap is a quarter in which no tracked manager listed it. Click a quarter to compare there.
  • CVS
  • COST
010203040202120222023202420252026
Holders and value by quarter
QuarterCVSCOST
Q3 202029 holders, $8.9bn32 holders, $15.4bn
Q4 202022 holders, $9.8bn30 holders, $15.3bn
Q1 202128 holders, $10.3bn29 holders, $13.4bn
Q2 202124 holders, $11.8bn25 holders, $15.5bn
Q3 202128 holders, $11.9bn25 holders, $16.9bn
Q4 202128 holders, $14.7bn27 holders, $20.5bn
Q1 202225 holders, $14.4bn32 holders, $19.9bn
Q2 202230 holders, $13.5bn30 holders, $15.8bn
Q3 202228 holders, $13.9bn33 holders, $16.0bn
Q4 202230 holders, $12.6bn33 holders, $32.7bn
Q1 202336 holders, $9.6bn29 holders, $14.9bn
Q2 202333 holders, $9.8bn37 holders, $16.0bn
Q3 202333 holders, $11.7bn30 holders, $16.8bn
Q4 202332 holders, $14.2bn26 holders, $20.1bn
Q1 202421 holders, $14.3bn29 holders, $21.5bn
Q2 202424 holders, $14.2bn31 holders, $24.7bn
Q3 202431 holders, $14.2bn28 holders, $24.7bn
Q4 202432 holders, $11.0bn34 holders, $26.0bn
Q1 202529 holders, $19.1bn35 holders, $28.2bn
Q2 202531 holders, $19.6bn36 holders, $29.4bn
Q3 202528 holders, $21.9bn35 holders, $26.7bn
Q4 202529 holders, $22.8bn40 holders, $34.6bn
Q1 202632 holders, $21.1bn40 holders, $36.1bn
Q2 202631 holders, $30.8bn38 holders, $35.5bn
CVS

CVS Health Corp

Holders
32
Reported value
$21.1bn
Buyers
24
Sellers
20

Breadth +4 among 91 comparable managers.

Consumer staples
COST

Costco Wholesale Corporation

Holders
40
Reported value
$36.1bn
Buyers
21
Sellers
23

Breadth -2 among 91 comparable managers.

Consumer staples

Who holds both, Q1 2026

Among the 46 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

Only CVS (6)

Davidson Kempner Capital Management LP, Dodge & Cox, Glenview Capital Management LLC, Holocene Advisors LP, Maverick Capital Ltd, Winton Group Ltd

Only COST (14)

Caxton Associates LLP, Hudson Bay Capital Management LP, Markel Group Inc, MFS Investment Management, Millennium Management LLC, PDT Partners LLC, Point72 Asset Management LP, Quantbot Technologies LP, Schonfeld Strategic Advisors LLC, Steadfast Capital Management LP, Two Sigma Investments LP, Verition Fund Management LLC, Voloridge Investment Management LLC, Walleye Capital LLC

How much of the picture this is

A 13F is a manager’s long US-listed equity book at a quarter end, filed up to 45 days later. Buyers and sellers count comparable managers (those that filed both quarters) by shares, so a rise in value with no rise in shares is the price. Large books are listed to their largest positions. These are 95 tracked managers, not the institutional market.

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