Position in MO
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$558,188
+$73,690 QoQ
Shares Held
7,758
+5.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#1,427
of 2,535 holders
Holding Since
Jun 2025
5 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, 2026Coastal Bridge Advisors, LLC holds $3,856,539 across 2 Tobacco names. MO ranks #2 (14.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PM |
Philip Morris International Inc.
|
18,232 | $3,298,351 | |
| 2 | MO |
Altria Group, Inc.
This page
|
7,758 | $558,188 |
All Filings in MO
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $558,188 | 7,758 | Shares | Sole | 2026-08-17 | |
| 2026-03-31 | $484,498 | 7,342 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $425,588 | 7,381 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $493,071 | 7,464 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $400,384 | 6,829 | Shares | Sole | 2025-08-14 | |
| No filing history on record for this holder in this stock. | ||||||