KCPG
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Kavar Capital Partners Group’s CVS Health CVS Stock Holding History

Kavar Capital Partners Group’s Portfolio CVS Stock Details CVS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$260K Buy
+2,515
New +$224K 0.03% 181
2024
Q2 		– Sell
-2,598
Closed -$207K – 166
2024
Q1 		$207K Buy
+2,598
New +$198K 0.04% 156
2022
Q3 		– Sell
-2,278
Closed -$211K – 144
2022
Q2 		$211K Buy
+2,278
New +$222K 0.05% 156
2019
Q3 		– Sell
-247
Closed -$13K – 203
2019
Q2 		$13K Buy
+247
New +$13.3K 0.01% 339
2017
Q3 		– Sell
-5,522
Closed -$444K – 111
2017
Q2 		$444K Sell
5,522
-397
-7% -$31.3K 0.24% 83
2017
Q1 		$465K Sell
5,919
-312
-5% -$24.9K 0.26% 82
2016
Q4 		$492K Sell
6,231
-153
-2% -$12.4K 0.31% 78
2016
Q3 		$568K Buy
6,384
+203
+3% +$19.2K 0.37% 76
2016
Q2 		$592K Buy
6,181
+2
+0% +$199 0.38% 77
2016
Q1 		$641K Sell
6,179
-142
-2% -$13.8K 0.42% 76
2015
Q4 		$618K Sell
6,321
-21
-0.3% -$2.06K 0.4% 76
2015
Q3 		$611K Buy
6,342
+1,502
+31% +$158K 0.43% 75
2015
Q2 		$507K Sell
4,840
-699
-13% -$71.4K 0.34% 90
2015
Q1 		$572K Buy
5,539
+2
+0% +$202 0.49% 75
2014
Q4 		$533K Sell
5,537
-610
-10% -$53.7K 0.42% 95
2014
Q3 		$489K Sell
6,147
-252
-4% -$19.9K 0.42% 95
2014
Q2 		$482K Buy
6,399
+1
+0% +$76 0.41% 99
2014
Q1 		$478K Buy
6,398
+201
+3% +$14.2K 0.4% 96
2013
Q4 		$443K Buy
+6,197
New +$398K 0.4% 93

Other funds holding CVS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Kavar Capital Partners Group's CVS Position: Q2 2026 in Review

Kavar Capital Partners Group opened a new position in CVS Health (CVS) in Q2 2026: 2,515 shares worth $260K. The stake represents 0.03% of the portfolio and ranks #181 among its holdings. This is a return to the name: Kavar Capital Partners Group previously reported a position in CVS as recently as Q1 2024.

Kavar Capital Partners Group first reported a position in CVS in Q4 2013 and has held it in 19 quarters since. The position peaked at $641K in Q1 2016. 2,064 funds tracked by Wall St. Rank hold CVS as of Q2 2026.

  • Kavar Capital Partners Group held 2,515 shares of CVS Health worth $260K as of Q2 2026.
  • CVS Health was a new Kavar Capital Partners Group position in Q2 2026.
  • CVS Health made up 0.03% of Kavar Capital Partners Group's portfolio in Q2 2026, its #181 holding.
  • Kavar Capital Partners Group first reported a position in CVS Health in Q4 2013 and has held it in 19 quarters since.
  • Kavar Capital Partners Group's CVS Health position peaked at $641K in Q1 2016.
  • 2,064 funds tracked by Wall St. Rank held CVS Health as of Q2 2026.

Based on Kavar Capital Partners Group's 13F filing for Q2 2026, filed 20 Jul 2026.