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HOUSE · WV-1 · 2011–2023

David B. McKinley portfolio

David B. McKinley represented WV in the House until 2023. Trades below come from filings made while in office. David B. McKinley has disclosed 475 trades (265 purchases, 207 sales); the latest was on Sep 21, 2022. Over the past year the disclosed stock holdings returned -5.9%, against +11.8% for the S&P 500.

RRepublicanParty
Former member of HouseRepresents WV
$2.3MEst. portfolio value
4 years agoLast trade
-5.9%1Y return, from filings
1M return+4.8%S&P 500 -0.3% · 26 positionsOn their trade dates: +4.8%
3M return+1.1%S&P 500 +1.7% · 26 positionsOn their trade dates: +1.2%
YTD return+2.0%S&P 500 +11.4% · 26 positionsOn their trade dates: +0.7%
1Y return-5.9%S&P 500 +11.8% · 26 positionsOn their trade dates: -7.0%
3Y return+68.3%S&P 500 +81.7% · 26 positionsOn their trade dates: +65.8%

Returns are measured from each trade's filing date, when it became public, so they show what following these disclosures would have earned. "On their trade dates" is the same portfolio before the disclosure delay.

Est. value $2.3M across 29 stocks and ETFs, marked to the latest close

Estimated stock portfolio of David B. McKinley
InvestmentEst. holding valueLast transactionTotal boughtAvg. costSince filedCurrent priceTrades
AVGOBroadcom Inc.$420KSep 16, 2021Purchase$30K–100K2 purchases$50.74+576.06%$328.082
COSTCostco Wholesale Corporatio n$405KJul 7, 2022Sale (partial)$34K–160K6 purchases$205.56+382.86%$1,009.1611
TJXTJX Companies, Inc.$175KApr 30, 2020Purchase$17K–80K4 purchases$39.26+195.75%$141.768
CACICACI$151KMar 23, 2020Purchase$16K–65K2 purchases$180.54+204.32%$673.362
MSFTMicrosoft Corporation$139KAug 28, 2020Sale (partial)$16K–65K2 purchases$101.51+401.13%$522.535
MAMastercard Incorporated$117KAug 28, 2020Sale (partial)$18K–95K4 purchases$275.40+134.34%$638.515
WMWaste Management, Inc.$109KAug 28, 2020Sale (partial)$18K–95K4 purchases$105.28+119.08%$233.598
TSCOSpouse Tractor Supply Company$82KAug 19, 2021Sale (partial)$18K–95K4 purchases$18.99+74.10%$33.726
JJacobs Engineering group Inc.$79KJul 7, 2022Sale (partial)$16K–65K2 purchases$68.45+158.47%$154.173
TSSITSS)$67KDec 20, 2018Purchase$1K–15K1 purchase$0.84+743.45%$7.091
LINlinde plc Ordinary Share$64KDec 6, 2021Purchase$16K–65K2 purchases$325.03+55.78%$511.942
QCOMQCOM$59KAug 25, 2020Purchase$16K–65K2 purchases$114.87+44.10%$167.772
INTUIntuit Inc.$59KAug 19, 2021Sale (partial)$16K–65K2 purchases$192.06+66.92%$338.286
ACNaccenture plc. Class a Ordin ary shares$55KAug 19, 2021Sale (partial)$17K–80K3 purchases$201.50+26.89%$253.338
ORLYInc.$42KJul 7, 2022Sale (partial)$3K–31K3 purchases$25.97+226.28%$89.039
UTXunited Technologi es Corporation$41KApr 3, 2020Exchange$16K–65K2 purchases$109.82——11
JECJacobs Engineering group Inc.$41KAug 20, 2019Purchase$16K–65K2 purchases$83.57——2
SBUXStarbucks Corporation$36KApr 30, 2020Purchase$3K–45K3 purchases$68.57+39.92%$103.0010
TSSTotal System Services, Inc.$33KDec 20, 2018Purchase$15K–50K1 purchase$79.10——1
ELEstee lauder Companies, Inc.$22KAug 19, 2021Sale (partial)$18K–95K4 purchases$185.82-38.87%$107.157
GWWW.W. grainger, Inc.$21KSep 21, 2022Purchase$1K–15K1 purchase$516.75+169.18%$1,362.703
AJGArthur J. Gallagher & Co.$12KSep 21, 2022Purchase$1K–15K1 purchase$174.32+55.26%$271.511
TSLATesla, Inc.$11KSep 21, 2022Purchase$1K–15K1 purchase$300.80+85.13%$402.181
GPNglobal Payments Inc.$9KMay 20, 2022Purchase$3K–45K3 purchases$155.33-45.12%$85.105
FISVFiserv, Inc.$9KFeb 22, 2021Purchase$2K–30K2 purchases$88.44-46.31%$48.355
WAGWalgreen Co.$8KMar 7, 2014Purchase$1K–15K1 purchase$67.21——1
HDHome Depot, Inc.$8KAug 28, 2020Sale (partial)$1K–15K2 purchases$166.36+80.91%$329.436
CNCCentene Corporation$7KSep 21, 2022Purchase$1K–15K1 purchase$80.91-9.12%$67.551
UNHunitedHealth group Incorporated Common stock$5KJul 7, 2022Sale (partial)$2K–30K2 purchases$265.12+53.54%$407.208

Trades from House and Senate periodic transaction reports filed Jan 1, 2012 to Oct 30, 2026. Holdings are estimated from range midpoints: purchases add, partial sales subtract and full sales close the position, marked to the latest close where prices exist; matured bonds, expired options and delisted stocks drop out. They are not reported balances. Returns are time-weighted returns of the estimated stock and ETF holdings, with each trade taking effect at the close on its filing date (the member's own trade-date result is shown beneath): each window is split at the member's trade dates and the holdings' performance over each stretch, from daily closes, is chained, so the timing and size of purchases and sales do not dilute or inflate the result. Party, district and committee seats come from the congress-legislators dataset.