← Top Holdings

CVSCVS Health Corp.

CUSIP: 126650100

🔥 Bought by 2 superinvestors this quarter

12

Guru Owners

$8.57B

Total Value Held

82.9M

Total Shares

Investor	Fund	Shares	Value▼	% of Portfolio	Rpt Price	Period
Dodge & Cox	Dodge & Cox	50012765	$5.17B	2.71%	$103.45	Q2 2026
Christopher Davis	Davis Selected Advisers	11865916	$1.23B	5.27%	$103.46	Q2 2026
Richard Pzena	Pzena Investment Management	11769536	$1.22B	3.57%	$103.45	Q2 2026
Andreas Halvorsen	Viking Global Investors	3663361	$379.0M	1.08%	$103.45	Q2 2026
Prem Watsa	Fairfax Financial Holdings	2712000	$280.5M	10.63%	$103.43	Q2 2026
Samantha McLemore	Patient Capital Management	1235505	$127.8M	4.19%	$103.45	Q2 2026
John Rogers	Ariel Investments	730110	$75.5M	0.75%	$103.45	Q2 2026
Ray Dalio	Bridgewater Associates	440972	$45.6M	0.19%	$103.45	Q2 2026
Bill Nygren	Harris Associates	335817	$34.7M	0.05%	$103.45	Q2 2026
Hillman Value Fund	Hillman Capital Management	55475	$5.7M	4.15%	$103.45	Q2 2026
Robert Olstein	Olstein Capital Management	50000	$3.6M	0.78%	$71.82	Q1 2026
David Katz	Matrix Asset Advisors	6175	$639K	0.05%	$103.45	Q2 2026

$5.17B

2.71%

Christopher Davis

$1.23B

5.27%

$1.22B

3.57%

Andreas Halvorsen

$379.0M

1.08%

$280.5M

10.63%

Samantha McLemore

$127.8M

4.19%

$75.5M

0.75%

$45.6M

0.19%

$34.7M

0.05%

Hillman Value Fund

$5.7M

4.15%

$3.6M

0.78%

$639K

0.05%

Who owns CVS? Full holder list and ownership history →

📊 Holdings Over Time

How superinvestor ownership has changed across quarters

Quarter-by-Quarter Activity

Q2 '2611 owners · $8.57B

REDUCEDDodge & Cox$5.17B

REDUCEDChristopher Davis$1.23B

REDUCEDRichard Pzena$1.22B

NEWAndreas Halvorsen$379.0M

REDUCEDSamantha McLemore$127.8M

INCREASEDJohn Rogers$75.5M

REDUCEDRay Dalio$45.6M

REDUCEDBill Nygren$34.7M

REDUCEDHillman Value Fund$5.7M

SOLDRobert Olstein

SOLDTweedy Browne

SOLDLee Ainslie

Q1 '2613 owners · $6.02B

REDUCEDDodge & Cox$3.72B

REDUCEDRichard Pzena$989.2M

REDUCEDChristopher Davis$879.1M

INCREASEDSamantha McLemore$97.5M

REDUCEDJohn Rogers$50.4M

INCREASEDRay Dalio$44.4M

REDUCEDBill Nygren$35.5M

REDUCEDHillman Value Fund$4.8M

REDUCEDRobert Olstein$3.6M

INCREASEDTweedy Browne$1.4M

NEWLee Ainslie$680K

Q4 '2512 owners · $7.72B

REDUCEDDodge & Cox$4.96B

REDUCEDRichard Pzena$1.24B

INCREASEDChristopher Davis$1.01B

REDUCEDSamantha McLemore$97.7M

REDUCEDRay Dalio$82.3M

REDUCEDJohn Rogers$65.5M

REDUCEDBill Nygren$41.7M

REDUCEDHillman Value Fund$5.7M

REDUCEDRobert Olstein$4.4M

INCREASEDTweedy Browne$959K

REDUCEDDavid Katz$490K

Q3 '2512 owners · $8.09B

REDUCEDDodge & Cox$5.52B

REDUCEDRichard Pzena$1.19B

REDUCEDChristopher Davis$859.7M

REDUCEDSamantha McLemore$93.5M

REDUCEDRay Dalio$90.0M

INCREASEDJohn Rogers$74.6M

REDUCEDBill Nygren$41.4M

REDUCEDHillman Value Fund$6.2M

REDUCEDRobert Olstein$5.2M

REDUCEDTweedy Browne$781K

REDUCEDDavid Katz$466K

Q2 '2512 owners · $7.49B

REDUCEDDodge & Cox$5.06B

REDUCEDRichard Pzena$1.16B

INCREASEDChristopher Davis$799.3M

REDUCEDSamantha McLemore$85.7M

INCREASEDJohn Rogers$80.3M

INCREASEDBill Nygren$58.2M

INCREASEDRay Dalio$57.7M

INCREASEDHillman Value Fund$6.4M

INCREASEDRobert Olstein$5.3M

INCREASEDDavid Katz$430K

NEWTweedy Browne$349K

Q1 '2511 owners · $7.74B

INCREASEDDodge & Cox$4.98B

NEWRichard Pzena$1.20B

INCREASEDChristopher Davis$782.4M

INCREASEDBill Nygren$406.2M

NEWSamantha McLemore$89.8M

REDUCEDJohn Rogers$69.1M

INCREASEDRay Dalio$21.0M

REDUCEDRobert Olstein$7.5M

NEWHillman Value Fund$6.8M

🏛️ Congressional Trades

CVS: Held by 12 superinvestors · 36 congress member trades

BUYJohn BoozmanR

$1,001 - $15,0002026-01-29

SELLMichael McCaulR

$15,001 - $50,0002026-01-13

SELLDwight EvansD

$1,001 - $15,0002025-11-21

SELLLisa McClainR

$1,001 - $15,0002025-10-31

BUYLisa McClainR

$1,001 - $15,0002025-10-30

SELLLisa McClainR

$1,001 - $15,0002025-10-30

SELLMichael McCaulR

$15,001 - $50,0002025-10-27

SELLValerie HoyleD

$1,001 - $15,0002025-09-23

SELLMichael McCaulR

$50,001 - $100,0002025-08-22

SELLAdam SmithD

$1,001 - $15,0002025-08-08

$1,001 - $15,0002025-08-04

SELLMichael McCaulR

$100,001 - $250,0002025-06-27

$1,001 - $15,0002025-05-28

$1,001 - $15,0002025-05-19

SELLRob BresnahanR

$1,001 - $15,0002025-05-15

SELLJefferson ShreveR

$15,001 - $50,0002025-05-12

SELLMichael McCaulR

$100,001 - $250,0002025-04-10

SELLJulie JohnsonD

$1,001 - $15,0002025-04-01

$1,001 - $15,0002025-03-12

$1,001 - $15,0002025-03-06