KCM INVESTMENT ADVISORS LLC

Position in CVS — CVS HEALTH Corp

CIK 1109228 GREENBRAE, CA

Position in CVS

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$3,475,402

+$1,460,061 QoQ

Shares Held

33,595

+19.7% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.15%

of 13F equity value

Holder Rank

#611

of 2,054 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Healthcare · as of Jun 30, 2026

KCM INVESTMENT ADVISORS LLC holds $9,155,413 across 4 Healthcare Plans names. CVS ranks #1 (38.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CVS	CVS HEALTH Corp This page	33,595	$3,475,402
2	UNH	Unitedhealth Group Inc	7,896	$3,281,814
3	ELV	Elevance Health, Inc.	4,752	$1,837,740
4	CI	Cigna Group	2,033	$560,457

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,475,402	33,595	+19.7%	Shares	Sole	2026-08-14
2026-03-31	$2,015,341	28,061	+30.1%	Shares	Sole	2026-05-15
2025-12-31	$1,711,795	21,570	+12.2%	Shares	Sole	2026-02-13
2025-09-30	$1,448,995	19,220	+41.6%	Shares	Sole	2025-11-12
2025-06-30	$936,127	13,571	-6.5%	Shares	Sole	2025-08-06
2025-03-31	$982,849	14,507	-12.4%	Shares	Sole	2025-05-14
2024-12-31	$743,782	16,569	-13.9%	Shares	Sole	2025-02-13
2024-09-30	$1,209,371	19,233	-6.8%	Shares	Sole	2024-11-06
2024-06-30	$1,219,116	20,642	-6.6%	Shares	Sole	2024-07-29
2024-03-31	$1,762,297	22,095	-0.0%	Shares	Sole	2024-05-07
2023-12-31	$1,745,016	22,100	-2.0%	Shares	Sole	2024-02-13
2023-09-30	$1,574,999	22,558	+1.3%	Shares	Sole	2023-11-08
2023-06-30	$1,540,009	22,277	+6.4%	Shares	Sole	2023-08-09
2023-03-31	$1,555,902	20,938	-13.3%	Shares	Sole	2023-05-09
2022-12-31	$2,251,190	24,157	+7.6%	Shares	Sole	2023-01-31
2022-09-30	$2,142,105	22,461	+4.8%	Shares	Sole	2022-11-10
2022-06-30	$1,985,333	21,426	+5.9%	Shares	Sole	2022-08-15
2022-03-31	$2,047,680	20,232	+1.7%	Shares	Sole	2022-05-13
2021-12-31	$2,052,987	19,901	+50.6%	Shares	Sole	2022-02-14
2021-09-30	$1,121,594	13,217	+3.3%	Shares	Sole	2021-11-12
2021-06-30	$1,067,781	12,797	+16.7%	Shares	Sole	2021-10-21
2021-03-31	$824,896	10,965	+21.1%	Shares	Sole	2021-05-13
2020-12-31	$618,524	9,056	-2.9%	Shares	Sole	2021-02-19
2020-09-30	$544,463	9,323	-19.3%	Shares	Sole	2020-11-16
2020-06-30	$750,468	11,551	+13.3%	Shares	Sole	2020-08-14
2020-03-31	$604,691	10,192	—	Shares	Sole	2020-04-27
No filing history on record for this holder in this stock.