Position in CVS
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$978,326
-$547,733 QoQ
Shares Held
9,457
-51.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.31%
of 13F equity value
Holder Rank
#975
of 2,054 holders
Holding Since
Dec 2020
13 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CVS Over Time
Shares Held
Position Value (USD)
Position in Healthcare Plans
Healthcare · as of Jun 30, 2026MCDONALD PARTNERS LLC holds $1,621,721 across 2 Healthcare Plans names. CVS ranks #1 (60.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CVS |
CVS HEALTH Corp
This page
|
9,457 | $978,326 | |
| 2 | UNH |
Unitedhealth Group Inc
|
1,548 | $643,395 |
All Filings in CVS
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $978,326 | 9,457 | Shares | Sole | 2026-07-28 | |
| 2023-12-31 | $1,526,059 | 19,327 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $2,070,302 | 29,652 | Shares | Sole | 2023-10-30 | |
| 2023-06-30 | $1,729,079 | 25,012 | Shares | Sole | 2023-07-17 | |
| 2023-03-31 | $1,921,582 | 25,859 | Shares | Sole | 2023-04-19 | |
| 2022-12-31 | $2,837,635 | 30,450 | Shares | Sole | 2023-01-18 | |
| 2022-09-30 | $2,930,433 | 30,727 | Shares | Sole | 2022-10-21 | |
| 2022-06-30 | $5,111,032 | 55,159 | Shares | Sole | 2022-07-25 | |
| 2022-03-31 | $5,223,245 | 51,608 | Shares | Sole | 2022-04-29 | |
| 2021-09-30 | $4,069,291 | 47,953 | Shares | Sole | 2021-11-24 | |
| 2021-06-30 | $4,156,229 | 49,811 | Shares | Sole | 2021-11-24 | |
| 2021-03-31 | $3,607,128 | 47,948 | Shares | Sole | 2021-11-24 | |
| 2020-12-31 | $2,952,950 | 43,235 | Shares | Sole | 2021-02-16 | |
| No filing history on record for this holder in this stock. | ||||||