Position in MO
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$810,372
+$42,777 QoQ
Shares Held
11,263
-3.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#1,181
of 2,535 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in MO Over Time
Shares Held
Position Value (USD)
Position in Tobacco
Consumer Defensive · as of Jun 30, 2026KCM INVESTMENT ADVISORS LLC holds $1,629,532 across 2 Tobacco names. MO ranks #2 (49.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PM |
Philip Morris International Inc.
|
4,528 | $819,160 | |
| 2 | MO |
Altria Group, Inc.
This page
|
11,263 | $810,372 |
All Filings in MO
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $810,372 | 11,263 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $767,595 | 11,632 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $729,687 | 12,655 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $716,618 | 10,848 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $780,658 | 13,315 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $539,879 | 8,995 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $483,421 | 9,245 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $471,864 | 9,245 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $453,176 | 9,949 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $447,061 | 10,249 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $215,334 | 5,338 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $233,924 | 5,563 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $325,344 | 7,182 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $417,018 | 9,346 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $884,031 | 19,340 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $464,571 | 11,505 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $514,982 | 12,329 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $481,013 | 9,206 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $472,336 | 9,967 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $400,075 | 8,789 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $431,456 | 9,049 | Shares | Sole | 2021-10-21 | |
| 2021-03-31 | $596,883 | 11,667 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $437,962 | 10,682 | Shares | Sole | 2021-02-19 | |
| 2020-09-30 | $490,612 | 12,697 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $479,438 | 12,215 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $541,844 | 14,012 | Shares | Sole | 2020-04-27 | |
| No filing history on record for this holder in this stock. | ||||||