Position in MO
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$781,089
+$102,844 QoQ
Shares Held
10,856
+5.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.29%
of 13F equity value
Holder Rank
#1,205
of 2,535 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in MO Over Time
Shares Held
Position Value (USD)
Position in Tobacco
Consumer Defensive · as of Jun 30, 2026PKS Advisory Services, LLC holds $1,453,531 across 2 Tobacco names. MO ranks #1 (53.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MO |
Altria Group, Inc.
This page
|
10,856 | $781,089 | |
| 2 | PM |
Philip Morris International Inc.
|
3,717 | $672,442 |
All Filings in MO
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $781,089 | 10,856 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $678,245 | 10,278 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $543,041 | 9,418 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $666,082 | 10,083 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $547,838 | 9,344 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $581,653 | 9,691 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $484,466 | 9,265 | Shares | Sole | 2025-02-12 | |
| No filing history on record for this holder in this stock. | ||||||