Keystone Financial Planning, Inc. Top Holdings and 13F Report (2026) About Keystone Financial Planning, Inc.Investment ActivityKeystone Financial Planning, Inc. has $387.93 million in total holdings as of June 30, 2026.Keystone Financial Planning, Inc. owns shares of 39 different stocks, but just 12 companies or ETFs make up 80% of its holdings.Approximately 10.65% of the portfolio was purchased this quarter.About 9.21% of the portfolio was sold this quarter.This quarter, Keystone Financial Planning, Inc. has purchased 40 new stocks and bought additional shares in 8 stocks.Keystone Financial Planning, Inc. sold shares of 18 stocks and completely divested from 4 stocks this quarter.Largest Holdings Schwab US Dividend Equity ETF $198,198,582U.S. Bancorp $13,672,174Chevron $13,566,495Bank of Nova Scotia $11,852,618GSK $10,252,828 Largest New Holdings this Quarter G5960L103 - Medtronic $9,889,133 Holding30233Q108 - EXXON MOBIL CORP $6,561,674 Holding670100205 - Novo Nordisk A/S $336,251 Holding Largest Purchases this Quarter GSK 189,506 shares (about $9.93M)Medtronic 126,411 shares (about $9.89M)Chevron 56,954 shares (about $9.44M)EXXON MOBIL CORP 47,994 shares (about $6.56M)CME Group 11,228 shares (about $2.48M) Largest Sales this Quarter Schwab US Dividend Equity ETF 513,358 shares (about $16.28M)Philip Morris International 10,114 shares (about $1.83M)McDonald's 2,422 shares (about $654.74K)Bank of Nova Scotia 2,613 shares (about $226.91K)Verizon Communications 4,124 shares (about $174.61K) Sector Allocation Over TimeMap of 500 Largest Holdings ofKeystone Financial Planning, Inc. Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorSCHDSchwab US Dividend Equity ETF$198,198,582$16,278,583 ▼-7.6%6,250,34951.1%ETFUSBU.S. Bancorp$13,672,174$121,525 ▲0.9%226,3603.5%FinanceCVXChevron$13,566,495$9,440,718 ▲228.8%81,8443.5%EnergyBNSBank of Nova Scotia$11,852,618$226,913 ▼-1.9%136,4883.1%FinanceGSKGSK$10,252,828$9,933,905 ▲3,114.8%195,5902.6%HealthcareBTIBritish American Tobacco$10,207,267$122,038 ▼-1.2%165,2732.6%Consumer StaplesMSFTMicrosoft$10,022,1150.0%26,8682.6%TechnologyVZVerizon Communications$9,944,519$174,610 ▼-1.7%234,8732.6%Communication ServicesMDTMedtronic$9,889,133$9,889,133 ▲New Holding126,4112.5%HealthcareUNILEVER PLC$9,650,583$459,317 ▲5.0%160,5222.5%SPON ADR NEWCMECME Group$9,554,210$2,479,479 ▲35.0%43,2652.5%FinanceSPYDSPDR Portfolio S&P 500 High Dividend ETF$9,419,366$53,006 ▲0.6%197,4302.4%ETFBMYBristol Myers Squibb$9,032,972$158,743 ▼-1.7%156,7682.3%HealthcareTROWT. Rowe Price Group$7,648,768$141,090 ▼-1.8%67,2772.0%FinanceMOAltria Group$7,589,768$123,466 ▼-1.6%105,4872.0%Consumer StaplesEXXON MOBIL CORP$6,561,674$6,561,674 ▲New Holding47,9941.7%COMPFEPfizer$5,829,611$103,279 ▼-1.7%242,0931.5%HealthcareUPSUnited Parcel Service$4,830,147$89,869 ▼-1.8%44,9321.2%IndustrialsPMPhilip Morris International$4,566,802$1,829,688 ▼-28.6%25,2441.2%Consumer StaplesBENFranklin Resources$3,518,985$3,859 ▼-0.1%105,7700.9%FinanceKOCocaCola$2,900,564$569 ▼0.0%35,6900.7%Consumer StaplesHDViShares Core High Dividend ETF$2,592,123$2,029,393 ▲360.6%94,5680.7%ETFGPCGenuine Parts$2,449,7370.0%20,7640.6%Consumer DiscretionaryIBMInternational Business Machines$2,395,6280.0%8,5190.6%TechnologyMCDMcDonald's$1,634,429$654,745 ▼-28.6%6,0460.4%Consumer DiscretionaryPNWPinnacle West Capital$1,493,3990.0%13,9570.4%UtilitiesTAT&T$1,359,483$8,984 ▼-0.7%65,6750.4%Communication ServicesPGProcter & Gamble$1,322,8390.0%9,0210.3%Consumer StaplesSNYSanofi$933,081$6,143 ▼-0.7%21,8720.2%HealthcareLMTLockheed Martin$882,385$97,307 ▼-9.9%1,7320.2%IndustrialsCLColgate-Palmolive$813,6600.0%8,8750.2%Consumer StaplesTJXTJX Companies$644,254$1,969 ▲0.3%4,2530.2%Consumer DiscretionaryVNQVanguard Real Estate ETF$476,5570.0%4,9420.1%ETFCVSCVS Health$467,6970.0%4,5210.1%HealthcareHLNHaleon$458,519$31,349 ▼-6.4%49,1450.1%Consumer StaplesPEGPublic Service Enterprise Group$404,420$22,644 ▼-5.3%4,9830.1%UtilitiesNVONovo Nordisk A/S$336,251$336,251 ▲New Holding7,0140.1%HealthcareBACBank of America$335,0810.0%5,8810.1%FinanceAMGNAmgen$221,6170.0%6120.1%HealthcareXOMExxonMobil$0$8,261,773 ▼-100.0%00.0%EnergyCSCOCisco Systems$0$3,800,009 ▼-100.0%00.0%TechnologyQCOMQualcomm$0$3,373,650 ▼-100.0%00.0%TechnologyACNAccenture$0$215,095 ▼-100.0%00.0%TechnologyShowing largest 100 holdings. 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