McKinley Carter Wealth Services, Inc.

Position in CVS — CVS HEALTH Corp

CIK 1484265 WHEELING, WV

Position in CVS

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$262,142

+$59,616 QoQ

Shares Held

2,534

-0.7% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.05%

of 13F equity value

Holder Rank

#1,552

of 2,054 holders

Holding Since

Jun 2020

18 quarters on record

Voting authority Sole 95% Shared 0% None 5%

Healthcare · as of Jun 30, 2026

McKinley Carter Wealth Services, Inc. holds $575,527 across 2 Healthcare Plans names. CVS ranks #2 (45.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	UNH	Unitedhealth Group Inc	754	$313,385
2	CVS	CVS HEALTH Corp This page	2,534	$262,142

18 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$262,142	2,534	-0.7%	Shares	Sole	2026-07-28
2025-12-31	$202,526	2,552	-13.6%	Shares	Sole	2026-02-06
2024-03-31	$235,690	2,955	0.0%	Shares	Sole	2024-04-26
2023-12-31	$233,326	2,955	-0.2%	Shares	Sole	2024-02-07
2023-09-30	$206,806	2,962	+0.6%	Shares	Sole	2023-10-13
2023-06-30	$203,587	2,945	-16.2%	Shares	Sole	2023-08-03
2023-03-31	$261,199	3,515	-1.6%	Shares	Sole	2023-04-25
2022-12-31	$332,781	3,571	-3.9%	Shares	Sole	2023-02-08
2022-09-30	$354,299	3,715	-1.3%	Shares	Sole	2022-10-24
2022-06-30	$348,679	3,763	+1.3%	Shares	Sole	2022-07-15
2022-03-31	$375,995	3,715	-5.1%	Shares	Sole	2022-04-27
2021-12-31	$403,871	3,915	0.0%	Shares	Sole	2022-02-07
2021-09-30	$332,226	3,915	0.0%	Shares	Sole	2021-11-03
2021-06-30	$326,667	3,915	-3.5%	Shares	Sole	2021-08-12
2021-03-31	$305,208	4,057	-30.8%	Shares	Sole	2021-04-30
2020-12-31	$400,579	5,865	+5.3%	Shares	Sole	2021-02-16
2020-09-30	$325,346	5,571	+1.2%	Shares	Sole	2020-10-14
2020-06-30	$357,529	5,503	—	Shares	Sole	2020-07-20
No filing history on record for this holder in this stock.