Keystone Financial Planning, Inc.

13F filer · CIK 0001596906

Reported Jul 15, 2026

Net buyer this quarter

13F portfolio value$388MU.S. long equity reported on 13F

Positions352 new · 3 closed

Net flow last quarter+$18MBuys minus sells

Top 10 positions weight28.0%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Jul 15, 202635 positions
USBUS Bancorp \de\	$13.7M	3.52%	0.01%	+0.9%	Q3 2019
CVXChevron Corp	$13.6M	3.50%	0.00%	+228.8%	Q4 2013
BNSBank of Nova Scotia	$11.9M	3.06%	0.01%	-1.9%	Q2 2024
GSKGSK plc	$10.3M	2.64%	0.00%	+3114.8%	Q4 2013
BTIBritish American Tobacco p.l.c.	$10.2M	2.63%	0.01%	-1.2%	Q3 2014
MSFTMicrosoft Corp	$10M	2.58%	0.00%	Not reported	Q4 2013
VZVerizon Communications Inc	$9.94M	2.56%	0.01%	-1.7%	Q4 2013
MDTMedtronic plc	$9.89M	2.55%	0.01%	Not reported	Q4 2022
ULUnilever PLC	$9.65M	2.49%	0.01%	+5.0%	Q2 2014
CMECme Group Inc.	$9.55M	2.46%	0.01%	+35.1%	Q2 2024
BMYBristol Myers Squibb Co	$9.03M	2.33%	0.01%	-1.7%	Q4 2013
TROWPrice T Rowe Group Inc	$7.65M	1.97%	0.03%	-1.8%	Q2 2016
MOAltria Group, Inc.	$7.59M	1.96%	0.01%	-1.6%	Q4 2013
XOMExxonMobil Holdings Corp	$6.56M	1.69%	0.00%	-1.4%	Q4 2013
PFEPfizer Inc	$5.83M	1.50%	0.00%	-1.7%	Q4 2013
UPSUnited Parcel Service Inc	$4.83M	1.25%	0.01%	-1.8%	Q2 2016
PMPhilip Morris International Inc.	$4.57M	1.18%	0.00%	-28.6%	Q4 2013
BENFranklin Resources Inc	$3.52M	0.91%	0.02%	-0.1%	Q2 2018
KOCoca Cola Co	$2.9M	0.75%	0.00%	0.0%	Q4 2013
GPCGenuine Parts Co	$2.45M	0.63%	0.02%	Not reported	Q4 2013
IBMInternational Business Machines Corp	$2.4M	0.62%	0.00%	Not reported	Q2 2018
MCDMcdonalds Corp	$1.63M	0.42%	0.00%	-28.6%	Q4 2013
PNWPinnacle West Capital Corp	$1.49M	0.38%	0.01%	Not reported	Q1 2020
TAt&T Inc.	$1.36M	0.35%	0.00%	-0.7%	Q4 2013
PGPROCTER & GAMBLE Co	$1.32M	0.34%	0.00%	Not reported	Q4 2013
SNYSanofi	$933K	0.24%	0.00%	-0.7%	Q4 2013
LMTLockheed Martin Corp	$882K	0.23%	0.00%	-9.9%	Q4 2013
CLColgate Palmolive Co	$814K	0.21%	0.00%	Not reported	Q4 2013
TJXTJX Companies Inc	$644K	0.17%	0.00%	+0.3%	Q2 2021
CVSCVS HEALTH Corp	$468K	0.12%	0.00%	Not reported	Q4 2017
HLNHaleon plc	$459K	0.12%	0.00%	-6.4%	Q3 2022
PEGPublic Service Enterprise Group Inc	$404K	0.10%	0.00%	-5.3%	Q1 2020
NVONovo Nordisk A S	$336K	0.09%	Not reported	Not reported	Q4 2013
BACBank of America Corp	$335K	0.09%	0.00%	Not reported	Q4 2013
AMGNAmgen Inc	$222K	0.06%	0.00%	Not reported	Q4 2016
Q1 2026Reported Apr 9, 202636 positions
VZVerizon Communications Inc	$12M	3.20%	0.01%	+0.5%	Q4 2013
USBUS Bancorp \de\	$11.7M	3.12%	0.01%	+1.6%	Q3 2019
MSFTMicrosoft Corp	$9.95M	2.66%	0.00%	Not reported	Q4 2013
BTIBritish American Tobacco p.l.c.	$9.78M	2.61%	0.01%	Not reported	Q3 2014
BMYBristol Myers Squibb Co	$9.68M	2.58%	0.01%	Not reported	Q4 2013
BNSBank of Nova Scotia	$9.64M	2.58%	0.01%	Not reported	Q2 2024
CMECme Group Inc.	$9.46M	2.53%	0.01%	0.0%	Q2 2024
ULUnilever PLC	$8.71M	2.33%	0.01%	Not reported	Q2 2014
XOMExxonMobil Holdings Corp	$8.26M	2.21%	0.00%	+0.1%	Q4 2013
MOAltria Group, Inc.	$7.07M	1.89%	0.01%	Not reported	Q4 2013
PFEPfizer Inc	$6.92M	1.85%	0.00%	Not reported	Q4 2013
TROWPrice T Rowe Group Inc	$6.18M	1.65%	0.03%	Not reported	Q2 2016
PMPhilip Morris International Inc.	$5.85M	1.56%	0.00%	-54.6%	Q4 2013
CVXChevron Corp	$5.15M	1.38%	0.00%	-67.7%	Q4 2013
UPSUnited Parcel Service Inc	$4.5M	1.20%	0.01%	Not reported	Q2 2016
CSCOCisco Systems, Inc.	$3.8M	1.02%	0.00%	-0.7%	Q4 2013
QCOMQualcomm Inc	$3.37M	0.90%	0.00%	Not reported	Q4 2013
KOCoca Cola Co	$2.71M	0.73%	0.00%	Not reported	Q4 2013
MCDMcdonalds Corp	$2.63M	0.70%	0.00%	Not reported	Q4 2013
BENFranklin Resources Inc	$2.5M	0.67%	0.02%	+2.3%	Q2 2018
GPCGenuine Parts Co	$2.2M	0.59%	0.02%	Not reported	Q4 2013
IBMInternational Business Machines Corp	$2.06M	0.55%	0.00%	Not reported	Q2 2018
TAt&T Inc.	$1.92M	0.51%	0.00%	+4.1%	Q4 2013
PNWPinnacle West Capital Corp	$1.41M	0.38%	0.01%	+6.3%	Q1 2020
PGPROCTER & GAMBLE Co	$1.3M	0.35%	0.00%	Not reported	Q4 2013
LMTLockheed Martin Corp	$1.16M	0.31%	0.00%	Not reported	Q4 2013
SNYSanofi	$1.06M	0.28%	0.00%	Not reported	Q4 2013
CLColgate Palmolive Co	$756K	0.20%	0.00%	Not reported	Q4 2013
TJXTJX Companies Inc	$677K	0.18%	0.00%	+0.3%	Q2 2021
HLNHaleon plc	$526K	0.14%	0.00%	-3.4%	Q3 2022
PEGPublic Service Enterprise Group Inc	$426K	0.11%	0.00%	-2.7%	Q1 2020
GSKGSK plc	$336K	0.09%	0.00%	+30.8%	Q4 2013
CVSCVS HEALTH Corp	$325K	0.09%	0.00%	Not reported	Q4 2017
BACBank of America Corp	$287K	0.08%	0.00%	Not reported	Q4 2013
AMGNAmgen Inc	$215K	0.06%	0.00%	Not reported	Q4 2016
ACNAccenture plc	$215K	0.06%	0.00%	Not reported	Q2 2021
Q4 2025Reported Jan 7, 202640 positions
MSFTMicrosoft Corp	$13M	3.77%	0.00%	-0.1%	Q4 2013
PMPhilip Morris International Inc.	$12.5M	3.63%	0.01%	+205.9%	Q4 2013
USBUS Bancorp \de\	$11.8M	3.42%	0.01%	-2.9%	Q3 2019
CVXChevron Corp	$11.8M	3.41%	0.00%	-1.8%	Q4 2013
BNSBank of Nova Scotia	$10.3M	2.97%	0.01%	+0.1%	Q2 2024
VZVerizon Communications Inc	$9.68M	2.81%	0.01%	-2.8%	Q4 2013
BTIBritish American Tobacco p.l.c.	$9.47M	2.75%	0.01%	-2.2%	Q3 2014
CMECme Group Inc.	$8.75M	2.54%	0.01%	Not reported	Q2 2024
BMYBristol Myers Squibb Co	$8.6M	2.50%	0.01%	-2.7%	Q4 2013
DEODiageo PLC	$7.55M	2.19%	0.00%	+0.6%	Q4 2014
TROWPrice T Rowe Group Inc	$7.01M	2.03%	0.03%	-2.9%	Q2 2016
MOAltria Group, Inc.	$6.18M	1.79%	0.01%	-1.9%	Q4 2013
PFEPfizer Inc	$6.13M	1.78%	0.00%	-3.0%	Q4 2013
XOMExxonMobil Holdings Corp	$5.86M	1.70%	0.00%	-0.6%	Q4 2013
UPSUnited Parcel Service Inc	$4.54M	1.32%	0.01%	-2.8%	Q2 2016
QCOMQualcomm Inc	$4.48M	1.30%	0.00%	-0.6%	Q4 2013
CSCOCisco Systems, Inc.	$3.8M	1.10%	0.00%	-1.2%	Q4 2013
MCDMcdonalds Corp	$2.59M	0.75%	0.00%	-1.1%	Q4 2013
GPCGenuine Parts Co	$2.55M	0.74%	0.02%	-1.1%	Q4 2013
IBMInternational Business Machines Corp	$2.52M	0.73%	0.00%	+0.2%	Q2 2018
KOCoca Cola Co	$2.5M	0.72%	0.00%	-1.4%	Q4 2013
BENFranklin Resources Inc	$2.47M	0.72%	0.02%	-2.1%	Q2 2018
JNJJohnson & Johnson	$1.98M	0.57%	0.00%	-0.7%	Q4 2013
TAt&T Inc.	$1.58M	0.46%	0.00%	-0.5%	Q4 2013
PGPROCTER & GAMBLE Co	$1.29M	0.37%	0.00%	Not reported	Q4 2013
PNWPinnacle West Capital Corp	$1.16M	0.34%	0.01%	-1.0%	Q1 2020
SNYSanofi	$1.07M	0.31%	0.00%	+0.8%	Q4 2013
LMTLockheed Martin Corp	$930K	0.27%	0.00%	Not reported	Q4 2013
CLColgate Palmolive Co	$701K	0.20%	0.00%	Not reported	Q4 2013
TJXTJX Companies Inc	$650K	0.19%	0.00%	+0.3%	Q2 2021
EMREmerson Electric Co	$608K	0.18%	0.00%	Not reported	Q3 2015
HLNHaleon plc	$550K	0.16%	0.00%	-75.6%	Q3 2022
PEGPublic Service Enterprise Group Inc	$434K	0.13%	0.00%	+3.2%	Q1 2020
CVSCVS HEALTH Corp	$359K	0.10%	0.00%	Not reported	Q4 2017
BACBank of America Corp	$323K	0.09%	0.00%	Not reported	Q4 2013
VTRSViatris Inc	$316K	0.09%	0.00%	-1.9%	Q4 2020
VYMDelaware Investments Minnesota Municipal Income Fund III Inc	$310K	0.09%	Not reported	-1.1%	Q4 2013
ACNAccenture plc	$291K	0.08%	0.00%	Not reported	Q2 2021
GSKGSK plc	$228K	0.07%	0.00%	-98.0%	Q4 2013
AMGNAmgen Inc	$200K	0.06%	0.00%	Not reported	Q4 2016
Q3 2025Reported Oct 8, 202541 positions
MSFTMicrosoft Corp	$13.9M	4.05%	0.00%	Not reported	Q4 2013
CVXChevron Corp	$12.2M	3.54%	0.00%	+217.0%	Q4 2013
USBUS Bancorp \de\	$11M	3.20%	0.01%	-0.6%	Q3 2019
VZVerizon Communications Inc	$10.7M	3.12%	0.01%	-0.5%	Q4 2013
GSKGSK plc	$9.82M	2.85%	0.01%	-0.7%	Q4 2013
BTIBritish American Tobacco p.l.c.	$9.08M	2.64%	0.01%	-0.3%	Q3 2014
BNSBank of Nova Scotia	$8.98M	2.61%	0.01%	-0.7%	Q2 2024
DEODiageo PLC	$8.31M	2.41%	0.00%	Not reported	Q4 2014
BMYBristol Myers Squibb Co	$7.4M	2.15%	0.01%	+1.1%	Q4 2013
TROWPrice T Rowe Group Inc	$7.24M	2.10%	0.03%	-0.4%	Q2 2016
MOAltria Group, Inc.	$7.22M	2.10%	0.01%	-0.4%	Q4 2013
PFEPfizer Inc	$6.47M	1.88%	0.00%	-0.4%	Q4 2013
XOMExxonMobil Holdings Corp	$5.52M	1.60%	0.00%	-0.1%	Q4 2013
QCOMQualcomm Inc	$4.39M	1.27%	0.00%	Not reported	Q4 2013
PMPhilip Morris International Inc.	$4.13M	1.20%	0.00%	-0.2%	Q4 2013
UPSUnited Parcel Service Inc	$3.93M	1.14%	0.01%	-0.3%	Q2 2016
CSCOCisco Systems, Inc.	$3.42M	0.99%	0.00%	-0.2%	Q4 2013
GPCGenuine Parts Co	$2.91M	0.85%	0.02%	-0.3%	Q4 2013
MCDMcdonalds Corp	$2.6M	0.76%	0.00%	Not reported	Q4 2013
BENFranklin Resources Inc	$2.45M	0.71%	0.02%	Not reported	Q2 2018
KOCoca Cola Co	$2.4M	0.70%	0.00%	Not reported	Q4 2013
IBMInternational Business Machines Corp	$2.4M	0.70%	0.00%	-0.9%	Q2 2018
HLNHaleon plc	$2M	0.58%	0.00%	-0.4%	Q3 2022
TAt&T Inc.	$1.8M	0.52%	0.00%	-14.7%	Q4 2013
JNJJohnson & Johnson	$1.79M	0.52%	0.00%	Not reported	Q4 2013
PGPROCTER & GAMBLE Co	$1.39M	0.40%	0.00%	Not reported	Q4 2013
PNWPinnacle West Capital Corp	$1.19M	0.35%	0.01%	-0.7%	Q1 2020
SOLVSolventum Corp	$1.14M	0.33%	0.01%	-7.8%	Q2 2024
SNYSanofi	$1.03M	0.30%	0.00%	Not reported	Q4 2013
LMTLockheed Martin Corp	$960K	0.28%	0.00%	-0.7%	Q4 2013
WBDWarner Bros. Discovery, Inc.	$930K	0.27%	0.00%	-26.1%	Q3 2022
CLColgate Palmolive Co	$709K	0.21%	0.00%	Not reported	Q4 2013
TJXTJX Companies Inc	$609K	0.18%	0.00%	+0.3%	Q2 2021
EMREmerson Electric Co	$601K	0.17%	0.00%	Not reported	Q3 2015
PEGPublic Service Enterprise Group Inc	$437K	0.13%	0.00%	-5.3%	Q1 2020
CVSCVS HEALTH Corp	$341K	0.10%	0.00%	Not reported	Q4 2017
TDToronto Dominion Bank	$328K	0.10%	0.00%	-96.6%	Q2 2024
VYMDelaware Investments Minnesota Municipal Income Fund III Inc	$308K	0.09%	Not reported	Not reported	Q4 2013
BACBank of America Corp	$303K	0.09%	0.00%	Not reported	Q4 2013
ACNAccenture plc	$267K	0.08%	0.00%	Not reported	Q2 2021
VTRSViatris Inc	$256K	0.07%	0.00%	-0.3%	Q4 2020

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