McKinley Carter Wealth Services’s CVS Health CVS Stock Holding History

McKinley Carter Wealth Services’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 Q1	–	Sell	-2,552	Closed	-$203K	–	315
2025 Q4	$203K	Buy	+2,552	New	+$201K	0.01%	315
2024 Q2	–	Sell	-2,955	Closed	-$236K	–	299
2024 Q1	$236K	Hold	2,955	–	–	0.02%	278
2023 Q4	$233K	Sell	2,955 -7	-0.2%	-$498	0.02%	281
2023 Q3	$207K	Buy	2,962 +17	+0.6%	+$1.21K	0.02%	284
2023 Q2	$204K	Sell	2,945 -570	-16%	-$40.6K	0.02%	290
2023 Q1	$261K	Sell	3,515 -56	-2%	-$4.7K	0.02%	261
2022 Q4	$333K	Sell	3,571 -144	-4%	-$13.9K	0.03%	236
2022 Q3	$354K	Sell	3,715 -48	-1%	-$4.75K	0.03%	216
2022 Q2	$349K	Buy	3,763 +48	+1%	+$4.68K	0.03%	230
2022 Q1	$376K	Sell	3,715 -200	-5%	-$21K	0.03%	223
2021 Q4	$404K	Hold	3,915	–	–	0.03%	212
2021 Q3	$332K	Hold	3,915	–	–	0.03%	230
2021 Q2	$327K	Sell	3,915 -142	-4%	-$11.6K	0.03%	232
2021 Q1	$306K	Sell	4,057 -1,808	-31%	-$132K	0.03%	241
2020 Q4	$400K	Buy	5,865 +294	+5%	+$19.1K	0.05%	185
2020 Q3	$325K	Buy	5,571 +68	+1%	+$4.23K	0.07%	114
2020 Q2	$358K	Buy	+5,503	New	+$347K	0.09%	109
2020 Q1	–	Sell	-4,451	Closed	-$331K	–	143
2019 Q4	$331K	Sell	4,451 -287	-6%	-$20.2K	0.08%	130
2019 Q3	$299K	Buy	4,738 +352	+8%	+$20.9K	0.08%	137
2019 Q2	$239K	Buy	4,386 +432	+11%	+$23.3K	0.06%	143
2019 Q1	$213K	Buy	3,954 +802	+25%	+$49.5K	0.06%	144
2018 Q4	$206K	Buy	3,152 +23	+0.7%	+$1.72K	0.07%	145
2018 Q3	$246K	Buy	3,129 +3	+0.1%	+$214	0.07%	145
2018 Q2	$201K	Buy	3,126 +2	+0.1%	+$132	0.06%	155
2018 Q1	$194K	Buy	3,124 +2	+0.1%	+$143	0.06%	158
2017 Q4	$226K	Buy	3,122 +2	+0.1%	+$145	0.08%	144
2017 Q3	$254K	Buy	3,120 +2	+0.1%	+$158	0.1%	130
2017 Q2	$251K	Buy	3,118 +2	+0.1%	+$158	0.11%	114
2017 Q1	$245K	Buy	3,116 +1	+0%	+$80	0.11%	110
2016 Q4	$246K	Sell	3,115 -769	-20%	-$62.2K	0.12%	109
2016 Q3	$346K	Buy	3,884 +1	+0%	+$94	0.18%	83
2016 Q2	$372K	Sell	3,883 -232	-6%	-$23.1K	0.19%	85
2016 Q1	$427K	Buy	4,115 +114	+3%	+$11.1K	0.24%	83
2015 Q4	$391K	Sell	4,001 -123	-3%	-$12K	0.22%	79
2015 Q3	$398K	Sell	4,124 -66	-2%	-$6.94K	0.25%	72
2015 Q2	$439K	Sell	4,190 -698	-14%	-$71.3K	0.24%	79
2015 Q1	$504K	Buy	4,888 +391	+9%	+$39.6K	0.33%	69
2014 Q4	$433K	Buy	4,497 +820	+22%	+$72.3K	0.34%	62
2014 Q3	$293K	Hold	3,677	–	–	0.28%	69
2014 Q2	$277K	Hold	3,677	–	–	0.29%	69
2014 Q1	$275K	Sell	3,677 -34	-0.9%	-$2.4K	0.3%	71
2013 Q4	$266K	Hold	3,711	–	–	0.26%	92
2013 Q3	$211K	Sell	3,711 -20	-0.5%	-$1.19K	0.25%	82
2013 Q2	$213K	Buy	+3,731	New	+$216K	0.32%	66

Other funds holding CVS

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

McKinley Carter Wealth Services's CVS Position: Q1 2026 in Review

McKinley Carter Wealth Services sold out of CVS Health (CVS) in Q1 2026, closing a stake of 2,552 shares — an estimated $203K sold.

McKinley Carter Wealth Services first reported a position in CVS in Q2 2013 and held it in 44 quarters. The position peaked at $504K in Q1 2015. 1,865 funds tracked by Wall St. Rank hold CVS as of Q1 2026.

McKinley Carter Wealth Services reported no remaining CVS Health position as of Q1 2026 after selling out during the quarter.
McKinley Carter Wealth Services sold 2,552 CVS Health shares in Q1 2026, an estimated $203K.
McKinley Carter Wealth Services first reported a position in CVS Health in Q2 2013 and held it in 44 quarters.
McKinley Carter Wealth Services's CVS Health position peaked at $504K in Q1 2015.
1,865 funds tracked by Wall St. Rank held CVS Health as of Q1 2026.

Based on McKinley Carter Wealth Services's 13F filing for Q1 2026, filed 20 Apr 2026.