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Mount Yale Investment Advisors’s Cencora COR Stock Holding History

Mount Yale Investment Advisors’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
Q1 		$4.6M Buy
14,641
+11,696
+397% +$4.08M 0.11% 199
2025
Q4 		$995K Buy
2,945
+2,071
+237% +$706K 0.05% 315
2025
Q3 		$273K Sell
874
-3,442
-80% -$1.01M 0.02% 544
2025
Q2 		$1.29M Sell
4,316
-180
-4% -$51.9K 0.1% 171
2025
Q1 		$1.25M Sell
4,496
-43
-0.9% -$10.8K 0.11% 164
2024
Q4 		$1.02M Sell
4,539
-4
-0.1% -$941 0.08% 195
2024
Q3 		$1.02M Sell
4,543
-293
-6% -$68K 0.1% 193
2024
Q2 		$1.09M Buy
4,836
+266
+6% +$61.6K 0.09% 192
2024
Q1 		$1.11M Buy
+4,570
New +$1.05M 0.09% 202
2023
Q4 		– Sell
-2,829
Closed -$509K – 508
2023
Q3 		$509K Sell
2,829
-404
-12% -$74.6K 0.06% 306
2023
Q2 		$622K Sell
3,233
-48
-1% -$8.31K 0.07% 277
2023
Q1 		$525K Buy
3,281
+36
+1% +$5.71K 0.06% 291
2022
Q4 		$538K Buy
3,245
+456
+16% +$72K 0.06% 272
2022
Q3 		$377K Buy
2,789
+260
+10% +$37.3K 0.05% 308
2022
Q2 		$358K Buy
2,529
+233
+10% +$35.6K 0.05% 323
2022
Q1 		$355K Sell
2,296
-53
-2% -$7.5K 0.04% 338
2021
Q4 		$312K Buy
2,349
+67
+3% +$8.24K 0.03% 366
2021
Q3 		$273K Sell
2,282
-9
-0.4% -$1.08K 0.03% 373
2021
Q2 		$262K Sell
2,291
-404
-15% -$47.7K 0.03% 352
2021
Q1 		$318K Sell
2,695
-132
-5% -$14.3K 0.04% 299
2020
Q4 		$276K Buy
2,827
+3
+0.1% +$300 0.04% 312
2020
Q3 		$274K Sell
2,824
-342
-11% -$34K 0.04% 287
2020
Q2 		$319K Buy
3,166
+435
+16% +$40.1K 0.06% 260
2020
Q1 		$242K Buy
+2,731
New +$241K 0.05% 253
2019
Q1 		– Sell
-5,413
Closed -$453K – 317
2018
Q4 		$453K Sell
5,413
-73
-1% -$6.29K 0.09% 194
2018
Q3 		$475K Sell
5,486
-2,650
-33% -$229K 0.08% 185
2018
Q2 		$694K Buy
8,136
+2,018
+33% +$177K 0.13% 141
2018
Q1 		$527K Buy
+6,118
New +$588K 0.11% 159

Other funds holding COR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Mount Yale Investment Advisors's COR Position: Q1 2026 in Review

Mount Yale Investment Advisors increased its Cencora (COR) stake by 397% in Q1 2026, buying an estimated $4.08M and bringing the position to 14,641 shares worth $4.6M. The position accounts for 0.11% of the portfolio, ranked #199.

Mount Yale Investment Advisors first reported a position in COR in Q1 2018 and has held it in 28 quarters since. 1,426 funds tracked by Wall St. Rank hold COR as of Q1 2026.

  • Mount Yale Investment Advisors held 14,641 shares of Cencora worth $4.6M as of Q1 2026.
  • Mount Yale Investment Advisors bought 11,696 Cencora shares in Q1 2026, an estimated $4.08M.
  • Cencora made up 0.11% of Mount Yale Investment Advisors's portfolio in Q1 2026, its #199 holding.
  • Mount Yale Investment Advisors first reported a position in Cencora in Q1 2018 and has held it in 28 quarters since.
  • 1,426 funds tracked by Wall St. Rank held Cencora as of Q1 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.