Position in MO
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$349,964
+$28,989 QoQ
Shares Held
4,864
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.46%
of 13F equity value
Holder Rank
#1,756
of 2,535 holders
Holding Since
Mar 2020
21 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, 2026SONATA CAPITAL GROUP INC holds $349,964 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
|
4,864 | $349,964 |
All Filings in MO
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21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $349,964 | 4,864 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $320,975 | 4,864 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $280,458 | 4,864 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $321,315 | 4,864 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $291,039 | 4,964 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $291,937 | 4,864 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $254,338 | 4,864 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $248,258 | 4,864 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $221,555 | 4,864 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $212,167 | 4,864 | Shares | Sole | 2024-04-30 | |
| 2023-09-30 | $204,531 | 4,864 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $220,339 | 4,864 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $217,031 | 4,864 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $222,333 | 4,864 | Shares | Sole | 2023-02-08 | |
| 2022-06-30 | $203,169 | 4,864 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $254,144 | 4,864 | Shares | Sole | 2022-04-22 | |
| 2021-12-31 | $230,504 | 4,864 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $221,409 | 4,864 | Shares | Sole | 2021-11-08 | |
| 2021-06-30 | $231,915 | 4,864 | Shares | Sole | 2021-08-05 | |
| 2021-03-31 | $248,842 | 4,864 | Shares | Sole | 2021-05-03 | |
| 2020-03-31 | $203,558 | 5,264 | Shares | Sole | 2020-04-27 | |
| No filing history on record for this holder in this stock. | ||||||