KFP
CVS icon

Kerr Financial Planning’s CVS Health CVS Stock Holding History

Kerr Financial Planning’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 		$9.97K Buy
97
+1
+1% +$89 0.01% 373
2026
Q1 		$7.77K Buy
96
+1
+1% +$77 0.01% 387
2025
Q4 		$7.29K Hold
95
– – 0.01% 392
2025
Q3 		$7.55K Buy
+95
New +$6.51K 0.01% 382

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

Kerr Financial Planning's CVS Position: Q2 2026 in Review

Kerr Financial Planning increased its CVS Health (CVS) stake by 1% in Q2 2026, buying an estimated $89 and bringing the position to 97 shares worth $9.97K. The position accounts for 0.01% of the portfolio, ranked #373.

Kerr Financial Planning first reported a position in CVS in Q3 2025 and has held it in 4 quarters since. 2,059 funds tracked by Wall St. Rank hold CVS as of Q2 2026.

  • Kerr Financial Planning held 97 shares of CVS Health worth $9.97K as of Q2 2026.
  • Kerr Financial Planning bought 1 CVS Health share in Q2 2026, an estimated $89.
  • CVS Health made up 0.01% of Kerr Financial Planning's portfolio in Q2 2026, its #373 holding.
  • Kerr Financial Planning first reported a position in CVS Health in Q3 2025 and has held it in 4 quarters since.
  • 2,059 funds tracked by Wall St. Rank held CVS Health as of Q2 2026.

Based on Kerr Financial Planning's 13F filing for Q2 2026, filed 2 Jul 2026.