Cumulative return you could actually have earned by copying them (blue) vs. the same dollars on the same days in SPY (amber). Every position is opened at the close of the session after the filing became public — not on the day they traded, which nobody could have known at the time. Each position is sized from the middle of its disclosed range — filings give a band, not a number. Returns are time-weighted, so money paid in is stripped out and only performance is left. Each vertical line is a notable disclosed buy / sell, tagged with the company logo (their biggest, earliest and most recent trades). A dotted line / ° is an options trade: we buy that many dollars of the underlying stock, since the filing gives no strike or expiry — which understates the real leverage rather than overstating it.
| Ticker | Amount | Traded | Disclosed | ||
|---|---|---|---|---|---|
| SELL | AB ABT
|
$1K–$15K | 2022-09-21 | 2022-10-12 | PDF → |
| BUY | AJ AJG
|
$1K–$15K | 2022-09-21 | 2022-10-12 | PDF → |
| SELL | KM KMX
|
$1K–$15K | 2022-09-21 | 2022-10-12 | PDF → |
| BUY | CN CNC
|
$1K–$15K | 2022-09-21 | 2022-10-12 | PDF → |
| SELL | SP SPGI
|
$1K–$15K | 2022-09-21 | 2022-10-12 | PDF → |
| SELL | SW SWK
|
$1K–$15K | 2022-09-21 | 2022-10-12 | PDF → |
| BUY | TS TSLA
|
$1K–$15K | 2022-09-21 | 2022-10-12 | PDF → |
| BUY | GW GWW
|
$1K–$15K | 2022-09-21 | 2022-10-12 | PDF → |
| SELL | CO COST
|
$1K–$15K | 2022-07-07 | 2022-08-03 | PDF → |
| SELL | J J
|
$1K–$15K | 2022-07-07 | 2022-08-03 | PDF → |
| SELL | OR ORLY
|
$1K–$15K | 2022-07-07 | 2022-08-03 | PDF → |
| SELL | UN UNH
|
$1K–$15K | 2022-07-07 | 2022-08-03 | PDF → |
| BUY | GP GPN
|
$1K–$15K | 2022-05-20 | 2022-06-10 | PDF → |
| SELL | SY SYY
|
$50K–$100K | 2021-12-27 | 2022-01-14 | PDF → |
| SELL | EL ELV
|
$50K–$100K | 2021-12-27 | 2022-01-14 | PDF → |
| BUY | LI LIN
|
$1K–$15K | 2021-12-06 | 2022-01-14 | PDF → |
| BUY | LI LIN
|
$15K–$50K | 2021-12-06 | 2022-01-14 | PDF → |
| SELL | AT ATVI
|
$1K–$15K | 2021-12-06 | 2022-01-14 | PDF → |
| SELL | AT ATVI
|
$15K–$50K | 2021-12-06 | 2022-01-14 | PDF → |
| BUY | AV AVGO
|
$15K–$50K | 2021-09-16 | 2021-10-12 | PDF → |
| SELL | RP RPM
|
$15K–$50K | 2021-09-16 | 2021-10-12 | PDF → |
| SELL | TS TSCO
|
$1K–$15K | 2021-08-19 | 2021-09-13 | PDF → |
| SELL | TM TMO
|
$1K–$15K | 2021-08-19 | 2021-09-13 | PDF → |
| SELL | IN INTU
|
$1K–$15K | 2021-08-19 | 2021-09-13 | PDF → |
| SELL | GO GOOGL
|
$1K–$15K | 2021-08-19 | 2021-09-13 | PDF → |
| SELL | AA AAPL
|
$1K–$15K | 2021-08-19 | 2021-09-13 | PDF → |
| SELL | AC ACN
|
$1K–$15K | 2021-08-19 | 2021-09-13 | PDF → |
| SELL | EL EL
|
$1K–$15K | 2021-08-19 | 2021-09-13 | PDF → |
| SELL | NF NFLX
|
$1K–$15K | 2021-05-27 | 2021-06-02 | PDF → |
| BUY | SW SWK
|
$1K–$15K | 2021-05-27 | 2021-06-02 | PDF → |
Every disclosed stock/ETF buy minus every disclosed sell, marked to today (Oct 29, 2026) — our best estimate of what McKinley still holds (options and bonds aren't counted). A recent tag means they've traded that name in the last 18 months, so it's more likely still current; the rest could have been sold in a filing we haven't matched.
| Ticker | Est. value | Weight | Return on lots held | 1st buy | Last trade | |
|---|---|---|---|---|---|---|
CO COST |
$378K | 13.0% | +471.5% | May 2015 | Jul 2022 | |
AV AVGO |
$217K | 7.4% | +691.0% | Oct 2021 | Sep 2021 | |
GO GOOGL |
$191K | 6.5% | +411.3% | Apr 2020 | Aug 2021 | |
TJ TJX |
$162K | 5.6% | +248.9% | May 2015 | Apr 2020 | |
MS MSFT |
$150K | 5.1% | +451.3% | Jan 2019 | Aug 2020 | |
DH DHR |
$125K | 4.3% | +556.7% | May 2015 | Jul 2016 | |
UN UNH |
$109K | 3.7% | +151.0% | Oct 2015 | Jul 2022 | |
HD HD |
$105K | 3.6% | +157.9% | Oct 2015 | Aug 2020 | |
OR ORLY |
$93K | 3.2% | +401.1% | May 2015 | Jul 2022 | |
CA CACI |
$91K | 3.1% | +192.3% | Apr 2019 | Mar 2020 | |
SB SBUX |
$75K | 2.6% | +104.0% | May 2015 | Apr 2020 | |
MA MA |
$73K | 2.5% | +129.7% | Aug 2019 | Aug 2020 | |
HS HSY |
$72K | 2.5% | +95.1% | Oct 2015 | Dec 2018 | |
J J |
$72K | 2.5% | +149.1% | May 2020 | Jul 2022 | |
EX EXPD |
$71K | 2.4% | +303.6% | Nov 2015 | Mar 2019 | |
TM TMO |
$65K | 2.2% | +287.6% | Sep 2014 | Aug 2021 | |
RO ROP |
$64K | 2.2% | +65.3% | Nov 2017 | May 2021 | |
CH CHD |
$59K | 2.0% | +179.2% | Sep 2014 | Dec 2018 | |
TS TSCO |
$58K | 2.0% | +89.3% | Apr 2019 | Aug 2021 | |
SP SPGI |
$58K | 2.0% | +63.5% | Apr 2020 | Sep 2022 | |
QC QCOM |
$56K | 1.9% | +78.3% | Sep 2020 | Aug 2020 | |
LI LIN |
$53K | 1.8% | +68.2% | Jan 2022 | Dec 2021 | |
AB ABT |
$50K | 1.7% | +65.5% | Jan 2019 | Sep 2022 | |
IN INTU |
$46K | 1.6% | +68.1% | May 2015 | Aug 2021 | |
WM WM |
$44K | 1.5% | +180.9% | Oct 2017 | Aug 2020 | |
EF EFX |
$44K | 1.5% | +83.4% | Nov 2015 | Sep 2017 | |
GW GWW |
$35K | 1.2% | +356.6% | May 2015 | Sep 2022 | |
AM AMGN |
$35K | 1.2% | +341.7% | Sep 2014 | Dec 2016 | |
EC ECL |
$29K | 1.0% | +76.6% | Sep 2014 | May 2021 | |
FI FI |
$29K | 1.0% | +23.0% | May 2015 | Feb 2021 | |
DL DLTR |
$20K | 0.7% | +73.7% | Sep 2014 | Mar 2020 | |
RO ROST |
$19K | 0.7% | +400.2% | May 2015 | Aug 2014 | |
AC ACN |
$18K | 0.6% | +73.9% | Oct 2017 | Aug 2021 | |
AZ AZO |
$18K | 0.6% | +364.7% | May 2015 | Aug 2014 | |
EL EL |
$17K | 0.6% | -33.5% | Aug 2019 | Aug 2021 | |
KM KMB |
$15K | 0.5% | +43.0% | Sep 2014 | Mar 2016 | |
CL CLX |
$15K | 0.5% | -9.1% | Jan 2017 | Mar 2019 | |
AK AKAM |
$11K | 0.4% | +6.1% | Aug 2019 | May 2021 | |
MK MKC |
$10K | 0.3% | +12.7% | Oct 2017 | Dec 2018 | |
HR HRL |
$8K | 0.3% | -12.6% | Sep 2014 | Dec 2018 | |
TS TSLA |
$7K | 0.2% | +82.3% | Oct 2022 | Sep 2022 | |
GP GPN |
$7K | 0.2% | -42.8% | May 2020 | May 2022 | |
UH UHS |
$7K | 0.2% | +83.2% | May 2015 | Dec 2018 | |
AJ AJG |
$6K | 0.2% | +51.2% | Oct 2022 | Sep 2022 | |
WB WBA |
$5K | 0.2% | -77.9% | Oct 2017 | Apr 2019 | |
NF NFLX |
$4K | 0.1% | +13.2% | Sep 2020 | May 2021 | |
RP RPM |
$4K | 0.1% | +34.3% | Sep 2020 | Sep 2021 | |
PD PDCO |
$4K | 0.1% | -6.2% | May 2015 | Aug 2014 | |
CN CNC |
$3K | 0.1% | -10.9% | Oct 2022 | Sep 2022 | |
DI DIS |
$3K | 0.1% | +15.6% | May 2015 | Dec 2018 | |
AP APD |
$2K | 0.1% | +211.5% | Nov 2015 | Sep 2017 |
| # | Type | Filed | Trades in it | Filing |
|---|---|---|---|---|
| 1 | PTR | 2022-10-12 1478d ago | 8 | PDF → |
| 2 | PTR | 2022-08-03 1548d ago | 4 | PDF → |
| 3 | PTR | 2022-06-10 1602d ago | 1 | PDF → |
| 4 | Annual | 2022-05-12 1631d ago | — | PDF → |
| 5 | PTR | 2022-01-14 1749d ago | 6 | PDF → |
| 6 | PTR | 2021-10-12 1843d ago | 2 | PDF → |
| 7 | PTR | 2021-09-13 1872d ago | 7 | PDF → |
| 8 | Annual | 2021-08-11 1905d ago | — | PDF → |
| 9 | PTR | 2021-06-02 1975d ago | 7 | PDF → |
| 10 | PTR | 2021-04-06 2032d ago | 3 | PDF → |
| 11 | PTR | 2021-03-01 2068d ago | 8 | PDF → |
| 12 | PTR | 2020-11-12 2177d ago | 2 | PDF → |
| 13 | PTR | 2020-09-03 2247d ago | 25 | PDF → |
| 14 | Annual | 2020-07-23 2289d ago | — | PDF → |
| 15 | PTR | 2020-07-10 2302d ago | 3 | PDF → |
| 16 | PTR | 2020-06-03 2339d ago | 2 | PDF → |
| 17 | PTR | 2020-05-15 2358d ago | 37 | PDF → |
| 18 | PTR | 2020-04-15 2388d ago | 26 | PDF → |
| 19 | PTR | 2020-01-06 2488d ago | 5 | PDF → |
| 20 | PTR | 2019-09-13 2603d ago | 4 | PDF → |
| 21 | PTR | 2019-08-12 2635d ago | 17 | PDF → |
| 22 | Annual | 2019-05-13 2726d ago | — | PDF → |
| 23 | PTR | 2019-05-06 2733d ago | 3 | PDF → |
| 24 | PTR | 2019-04-01 2768d ago | 10 | PDF → |
| 25 | PTR | 2019-02-04 2824d ago | 15 | PDF → |
| 26 | PTR | 2019-01-09 2850d ago | 79 | PDF → |
| 27 | PTR | 2018-08-01 3011d ago | 1 | PDF → |
| 28 | Annual | 2018-05-11 3093d ago | — | PDF → |
| 29 | PTR | 2018-02-05 3188d ago | 2 | PDF → |
| 30 | PTR | 2018-01-02 3222d ago | 3 | PDF → |
| 31 | PTR | 2017-12-11 3244d ago | 2 | PDF → |
| 32 | PTR | 2017-11-09 3276d ago | 11 | PDF → |
| 33 | PTR | 2017-10-05 3311d ago | 28 | PDF → |
| 34 | Annual | 2017-05-15 3454d ago | — | PDF → |
| 35 | PTR | 2017-05-08 3461d ago | 1 | PDF → |
| 36 | PTR | 2017-01-10 3579d ago | 16 | PDF → |
| 37 | PTR | 2016-11-01 3649d ago | 3 | PDF → |
| 38 | PTR | 2016-10-04 3677d ago | 3 | PDF → |
| 39 | PTR | 2016-08-05 3737d ago | 5 | PDF → |
| 40 | Annual | 2016-05-13 3821d ago | — | PDF → |
| 41 | PTR | 2016-04-01 3863d ago | 12 | PDF → |
| 42 | PTR | 2015-11-02 4014d ago | 10 | PDF → |
| 43 | PTR | 2015-10-05 4042d ago | 32 | PDF → |
| 44 | PTR | 2015-06-01 4168d ago | 3 | PDF → |
| 45 | Annual | 2015-05-13 4187d ago | — | PDF → |
| 46 | PTR | 2015-04-30 4200d ago | 25 | PDF → |
| 47 | PTR | 2014-09-02 4440d ago | 18 | PDF → |
| 48 | Annual | 2014-05-14 4551d ago | — | PDF → |
| 49 | Annual | 2013-05-15 4915d ago | — | PDF → |
| 50 | Annual | 2012-05-15 5280d ago | — | PDF → |
Source: the U.S. House Clerk, Periodic Transaction Reports. Filings are a legal disclosure, not a recommendation, and can lag the actual trade by up to 45 days. Not investment advice.
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