Keystone Financial Planning Inc Portfolio Changes in June 2026

As of June 30, 2026, Keystone Financial Planning Inc has shown active portfolio adjustments in this period.

Major Purchases Observed by Keystone Financial Planning Inc

In the most significant move during this quarter (ending June 30), Keystone Financial Planning, Inc. increased its stake in several companies. Notably, the investor boosted their position in GSK PLC (GSK) by an extraordinary +3114.83%. This substantial growth also reflected a significant increase in total shares held from 195,590 to the current level.

Alongside GSK, other notable additions or increases were observed: CHEVRON CORPORATION (CVX) saw its share count rise by +228.82%, indicating a strengthening interest in the energy sector; MEDTRONIC PLC (MDT) experienced a perfect +100% increase, suggesting either a new position or replacement of shares at the same value level; and CME GROUP INC (CME) added significantly with a +35.05% change in its holding.

Notable Reductions in Holdings by Keystone Financial Planning Inc

The primary activity for the quarter was focused on increasing positions, as no large-scale selling activities were disclosed according to the data provided under has_large_sells: false. However, some holdings did decrease. SCHWAB STRATEGIC TRUST ETF (SCHD) saw a reduction of -7.59% in its portfolio allocation during this period; VERIZON COMMUNICATIONS INC (VZ) experienced a slight decrease of -1.73%; BRISTOL-MYERS SQUIBB CO (BMY) decreased by -1.73%; PHILIP MORRIS INTL INC (PM) saw a reduction of -28.6% in its position; and BANK NOVA SCOTIA B C (BNS) decreased by -1.88%. These changes, while less dramatic than the increases, still represent adjustments to their existing portfolio.

Overall Portfolio Allocation Context for Keystone Financial Planning Inc

The bulk of Keystone Financial Planning, Inc.'s portfolio continues to be concentrated in the "Unknown" sector allocation category, which accounted for 59.34% as of June 2026. This was followed by substantial holdings in "Financial Services" (12.53%) and a significant portion allocated to "Healthcare" (7.41%).

The top five holdings still dominate the portfolio, representing approximately 63.81% of its total value as of June 30th. SCHWAB STRATEGIC TRUST ETF (SCHD) remains the largest position at 51.09%, followed by GSK PLC (2.64%), MEDTRONIC PLC (2.55%), CHEVRON CORPORATION (3.5%) and CME GROUP INC (2.46%).

It's important to note that the portfolio includes 37 holdings, with many other stocks showing smaller changes or remaining static during this quarter.