Concord Wealth Partners
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Concord Wealth Partners’s Cencora COR Stock Holding History

Concord Wealth Partners’s Portfolio COR Stock Details COR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$6.91K Hold
23
– – ﹤0.01% 597
2026
Q2 		$6.51K Buy
+23
New +$6.63K ﹤0.01% 622
2026
Q1 		– Sell
-23
Closed -$7.77K – 309
2025
Q4 		$7.77K Sell
23
-51
-69% -$17.4K ﹤0.01% 567
2025
Q3 		$23.1K Hold
74
– – ﹤0.01% 441
2025
Q2 		$22.2K Sell
74
-61
-45% -$17.6K ﹤0.01% 451
2025
Q1 		$37.5K Hold
135
– – 0.01% 358
2024
Q4 		$30.3K Hold
135
– – 0.01% 401
2024
Q3 		$30.4K Buy
+135
New +$31.3K 0.01% 408
2024
Q2 		– Sell
-135
Closed -$32.8K – 856
2024
Q1 		$32.8K Buy
+135
New +$31K 0.01% 419
2023
Q3 		– Sell
-348
Closed -$67K – 1045
2023
Q2 		$67K Buy
348
+46
+15% +$7.96K 0.01% 317
2023
Q1 		$48.4K Sell
302
-61
-17% -$9.7K 0.01% 352
2022
Q4 		$60.2K Buy
+363
New +$57.3K 0.02% 339
2022
Q3 		– Sell
-824
Closed -$117K – 341
2022
Q2 		$117K Buy
824
+163
+25% +$24.9K 0.03% 236
2022
Q1 		$102K Sell
661
-1
-0.2% -$142 0.03% 297
2021
Q4 		$88K Buy
662
+18
+3% +$2.21K 0.02% 331
2021
Q3 		$77K Sell
644
-17
-3% -$2.04K 0.03% 161
2021
Q2 		$76K Buy
661
+14
+2% +$1.65K 0.02% 281
2021
Q1 		$76K Sell
647
-19
-3% -$2.06K 0.03% 259
2020
Q4 		$65K Buy
+666
New +$66.6K 0.05% 175

Other funds holding COR

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $13.6B AUM 13.16% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Beutel, Goodman & Co
Beutel, Goodman & Co Toronto, Ontario, Canada $12.7B AUM 12.76% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Concord Wealth Partners's COR Position: Q3 2026 in Review

Concord Wealth Partners held its Cencora (COR) position steady in Q3 2026 at 23 shares worth $6.91K. The position accounts for ﹤0.01% of the portfolio, ranked #597.

Concord Wealth Partners first reported a position in COR in Q4 2020 and has held it in 19 quarters since. The position peaked at $117K in Q2 2022. 717 funds tracked by Wall St. Rank hold COR as of Q3 2026.

  • Concord Wealth Partners held 23 shares of Cencora worth $6.91K as of Q3 2026.
  • Concord Wealth Partners left its Cencora share count unchanged in Q3 2026.
  • Cencora made up ﹤0.01% of Concord Wealth Partners's portfolio in Q3 2026, its #597 holding.
  • Concord Wealth Partners first reported a position in Cencora in Q4 2020 and has held it in 19 quarters since.
  • Concord Wealth Partners's Cencora position peaked at $117K in Q2 2022.
  • 717 funds tracked by Wall St. Rank held Cencora as of Q3 2026.

Based on Concord Wealth Partners's 13F filing for Q3 2026, filed 2 Nov 2026.