Position in MO
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$4,576,595
-$935,615 QoQ
Shares Held
63,608
-23.9% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.35%
of 13F equity value
Holder Rank
#499
of 2,535 holders
Holding Since
Sep 2024
8 quarters on record
Voting authority
Sole 91%
Shared 0%
None 9%
Common Shares in MO Over Time
Shares Held
Position Value (USD)
Position in Tobacco
Consumer Defensive · as of Jun 30, 2026ALTA CAPITAL MANAGEMENT LLC/ holds $4,576,595 across 1 Tobacco name. MO ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MO |
Altria Group, Inc.
This page
|
63,608 | $4,576,595 |
All Filings in MO
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,576,595 | 63,608 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $5,512,210 | 83,531 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $4,817,204 | 83,545 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $4,426,416 | 67,006 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $3,720,073 | 63,450 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $3,664,160 | 61,049 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $2,991,824 | 57,216 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $2,723,545 | 53,361 | Shares | Sole | 2024-11-12 | |
| No filing history on record for this holder in this stock. | ||||||