CANANDAIGUA NATIONAL CORP

Position in CVS — CVS HEALTH Corp

CIK 759458 CANANDAIGUA, NY

Position in CVS

as of Mar 31, 2026 · filed Apr 8, 2026 Compact

Position Value

$2,557,869

-$3,088,979 QoQ

Shares Held

35,615

-41.2% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.37%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Jun 2020

12 quarters on record

Voting authority Sole 99% Shared 0% None 0%

Healthcare · as of Mar 31, 2026

CANANDAIGUA NATIONAL CORP holds $6,095,694 across 4 Healthcare Plans names. CVS ranks #2 (42.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CI	Cigna Group	9,621	$2,566,401
2	CVS	CVS HEALTH Corp This page	35,615	$2,557,869
3	ELV	Elevance Health, Inc.	1,661	$486,257
4	UNH	Unitedhealth Group Inc	1,793	$485,167

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$2,557,869	35,615	-41.2%	Shares	Sole	2026-04-08
2022-12-31	$5,646,848	60,595	+0.6%	Shares	Sole	2023-01-25
2022-09-30	$5,741,941	60,207	-1.6%	Shares	Sole	2022-10-05
2022-06-30	$5,672,181	61,215	-2.6%	Shares	Sole	2022-07-05
2022-03-31	$6,358,619	62,826	-20.6%	Shares	Sole	2022-05-09
2021-12-31	$8,166,764	79,166	-0.3%	Shares	Sole	2022-01-04
2021-09-30	$6,735,932	79,377	+1.3%	Shares	Sole	2021-10-04
2021-06-30	$6,539,109	78,369	-1.8%	Shares	Sole	2021-07-06
2021-03-31	$6,006,588	79,843	-1.8%	Shares	Sole	2021-04-05
2020-12-31	$5,552,858	81,301	-1.2%	Shares	Sole	2021-02-11
2020-09-30	$4,804,918	82,276	-1.3%	Shares	Sole	2020-10-19
2020-06-30	$5,415,704	83,357	—	Shares	Sole	2020-07-07
No filing history on record for this holder in this stock.