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Walgreens Boots Alliance, Inc.

SEC CIK
0001618921
Latest filing
Aug 15, 2025

The latest 13F from Walgreens Boots Alliance, Inc. covers Q2 2025 (filed Aug 15, 2025): 1 long positions worth $2.24B. The top 10 holdings make up 100.0% of the portfolio, and the largest is Cencora, Inc. (COR) at 100.0%. Livermore has 6 filings on Form 13F from this institution, going back to Q1 2024.

What changed in Q2 2025

Share counts compared with Q1 2025: how many positions were new, added to, reduced or sold out, and the biggest buys and sells. Dollar amounts are estimated at the quarter-end prices implied by the filing.

Full comparison
New
0
Added
0
Reduced
1
Est. −$871.7M
Sold out
1
Est. −$203.3M

Top 5 holdings

Share of this quarter's portfolio value

  1. CORCencora, Inc.
    100.0%$2.24BHistory

Biggest buys

New and added positions, by estimated amount bought

None this quarter.

Largest weight increases

New and added positions, by percentage points of the portfolio gained

None this quarter.

Biggest sells

Reduced and sold-out positions, by estimated amount sold

  1. CORCencora, Inc.
    −$871.7MReducedHistory
  2. BTSGBrightSpring Health Services, Inc.
    −$203.3MSold outHistory

Largest weight decreases

Reduced and sold-out positions, by percentage points of the portfolio lost

  1. BTSGBrightSpring Health Services, Inc.
    −6.58 pp6.6% → 0.0%History

Metrics

13F metrics for Q2 2025, computed only from the numbers in the filings. Definitions below.

Portfolio value
$2.24B
−$849.1M (−27.5%) vs. prior quarter
Positions
1
−1 vs. prior quarter
Top 10 concentration
100.0%
Top 10 as share of value
Turnover
0.0%
Q2 2025, one quarter
Average holding period
6.0 quarters
Weighted by value

How these are calculated

  • Portfolio value: the market value of all long positions in the 13F, as reported at quarter end, excluding options.
  • Top 10 concentration: the combined value of the 10 largest positions as a share of portfolio value.
  • Turnover: the smaller of this quarter's estimated purchases and estimated sales, divided by the average of this and last quarter's portfolio value. Estimates multiply the change in shares by the quarter-end price implied by the filing (market value divided by shares); new positions use this quarter's value and sold-out positions last quarter's. Only positions reported in shares count, and it is not calculated when the previous quarter was not filed.
  • Average holding period: how many consecutive quarters each current position has been held (including this one; a quarter without the position or without a filing starts the count over), weighted by this quarter's value. Counting starts with the first 13F in Livermore (Q1 2024), so positions held before then are understated.

13F filings by quarter

6 quarters, going back to Q1 2024. Bars show each quarter's 13F portfolio value; quarters without a filing are left blank.

Peak $6.76B (Q1 2024)

Q1 2024: $6.76BQ2 2024: $5.90BQ3 2024: $4.84BQ4 2024: $4.88BQ1 2025: $3.09BQ2 2025: $2.24B
Q1 2024Q2 2025
13F filings of Walgreens Boots Alliance, Inc. by quarter
QuarterFiledPositionsValueTop 3 holdingsChangesFiling
Q2 2025Aug 15, 20251$2.24BCORvs. Q1 2025SEC
Q1 2025May 14, 20252$3.09BCORBTSGvs. Q4 2024SEC
Q4 2024Feb 14, 20252$4.88BCORBTSGvs. Q3 2024SEC
Q3 2024Nov 14, 20242$4.84BCORBTSGvs. Q2 2024SEC
Q2 2024Aug 14, 20242$5.90BCORBTSGvs. Q1 2024SEC
Q1 2024May 15, 20242$6.76BCORBTSG–SEC

13D and 13G filings

Companies where Walgreens Boots Alliance, Inc. reports owning 5% or more on Schedule 13D or 13G, and its latest filings.

Current stakes of 5% or more

Walgreens Boots Alliance, Inc. does not currently report owning 5% or more of any company.

Latest filings

22 filings on file made by Walgreens Boots Alliance, Inc. or listing it as a reporting person; the latest 20 are shown.

Schedule 13D and 13G filings by Walgreens Boots Alliance, Inc.
CompanyFiled (ET)FormStakeChangeEvent dateFiling
CORCencora, Inc.Jun 9, 20255:16 PM ET13D/A4.96%9.62M shares−0.44 ppfrom 5.40%Below 5%Jun 9, 2025SEC
CORCencora, Inc.May 28, 20255:00 PM ET13D/A5.40%10.4M shares0.00 ppfrom 5.40%May 27, 2025SEC
BTSGBrightSpring Health Services, Inc.May 14, 20254:30 PM ET13G/A0.00%0 shares–Below 5%May 7, 2025SEC
CORCencora, Inc.Mar 25, 20254:34 PM ET13D/A5.40%10.4M shares−1.10 ppfrom 6.50%Mar 21, 2025SEC
CORCencora, Inc.Feb 10, 20257:54 PM ET13D/A6.50%12.6M shares–Feb 6, 2025SEC
BTSGBrightSpring Health Services, Inc.Nov 14, 202413GOld format–New–SEC
CORCencora, Inc.Aug 20, 202413D/AOld format–––SEC
CORCencora, Inc.Feb 9, 202413D/AOld format–––SEC
CORCencora, Inc.Nov 14, 202313D/AOld format–––SEC
CORCencora, Inc.Aug 7, 202313D/AOld format–––SEC
CORCencora, Inc.Jun 20, 202313D/AOld format–––SEC
OPCHOption Care Health, Inc.Jun 12, 202313D/AOld format–––SEC
CORCencora, Inc.May 15, 202313D/AOld format–––SEC
OPCHOption Care Health, Inc.Mar 3, 202313D/AOld format–––SEC
CORCencora, Inc.Dec 12, 202213D/AOld format–––SEC
CORCencora, Inc.Nov 9, 202213D/AOld format–––SEC
OPCHOption Care Health, Inc.Aug 18, 202213D/AOld format–––SEC
CORCencora, Inc.Aug 4, 202213D/AOld format–––SEC
CORCencora, Inc.May 12, 202213D/AOld format–––SEC
OPCHOption Care Health, Inc.Dec 20, 202113DOld format–New–SEC