Position in MO
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$2,594,588
+$204,695 QoQ
Shares Held
36,061
-0.4% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
4.15%
of 13F equity value
Holder Rank
#662
of 2,535 holders
Holding Since
Dec 2025
3 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, 2026KFA Private Wealth Group, LLC holds $3,615,644 across 2 Tobacco names. MO ranks #1 (71.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MO |
Altria Group, Inc.
This page
|
36,061 | $2,594,588 | |
| 2 | PM |
Philip Morris International Inc.
|
5,644 | $1,021,056 |
All Filings in MO
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,594,588 | 36,061 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $2,389,893 | 36,216 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $2,068,667 | 35,877 | Shares | Sole | 2026-01-07 | |
| No filing history on record for this holder in this stock. | ||||||