KCFA
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Key Client Fiduciary Advisors’s CVS Health CVS Stock Holding History

Key Client Fiduciary Advisors’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 		$875K Buy
8,454
+287
+4% +$25.6K 0.25% 82
2026
Q1 		$587K Buy
8,167
+228
+3% +$17.6K 0.2% 108
2025
Q4 		$630K Sell
7,939
-30
-0.4% -$2.37K 0.21% 98
2025
Q3 		$601K Buy
7,969
+178
+2% +$12.2K 0.2% 100
2025
Q2 		$537K Buy
7,791
+695
+10% +$45.6K 0.22% 105
2025
Q1 		$481K Buy
7,096
+96
+1% +$5.75K 0.22% 105
2024
Q4 		$314K Sell
7,000
-182
-3% -$10.2K 0.14% 144
2024
Q3 		$452K Buy
7,182
+795
+12% +$46.4K 0.2% 107
2024
Q2 		$377K Sell
6,387
-94
-1% -$5.88K 0.19% 115
2024
Q1 		$517K Sell
6,481
-25
-0.4% -$1.91K 0.27% 83
2023
Q4 		$514K Buy
6,506
+314
+5% +$22.3K 0.3% 83
2023
Q3 		$432K Buy
6,192
+854
+16% +$60.5K 0.27% 93
2023
Q2 		$369K Buy
5,338
+987
+23% +$70.2K 0.21% 110
2023
Q1 		$323K Buy
4,351
+174
+4% +$14.6K 0.2% 113
2022
Q4 		$389K Buy
4,177
+772
+23% +$74.5K 0.26% 89
2022
Q3 		$325K Sell
3,405
-491
-13% -$48.6K 0.29% 74
2022
Q2 		$361K Buy
3,896
+197
+5% +$19.2K 0.35% 66
2022
Q1 		$374K Sell
3,699
-152
-4% -$16K 0.3% 84
2021
Q4 		$397K Buy
+3,851
New +$356K 0.33% 73

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

Key Client Fiduciary Advisors's CVS Position: Q2 2026 in Review

Key Client Fiduciary Advisors increased its CVS Health (CVS) stake by 3.5% in Q2 2026, buying an estimated $25.6K and bringing the position to 8,454 shares worth $875K. The position accounts for 0.25% of the portfolio, ranked #82.

Key Client Fiduciary Advisors first reported a position in CVS in Q4 2021 and has held it in 19 quarters since. 2,061 funds tracked by Wall St. Rank hold CVS as of Q2 2026.

  • Key Client Fiduciary Advisors held 8,454 shares of CVS Health worth $875K as of Q2 2026.
  • Key Client Fiduciary Advisors bought 287 CVS Health shares in Q2 2026, an estimated $25.6K.
  • CVS Health made up 0.25% of Key Client Fiduciary Advisors's portfolio in Q2 2026, its #82 holding.
  • Key Client Fiduciary Advisors first reported a position in CVS Health in Q4 2021 and has held it in 19 quarters since.
  • 2,061 funds tracked by Wall St. Rank held CVS Health as of Q2 2026.

Based on Key Client Fiduciary Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.