Position in MO
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$4,898,284
+$735,569 QoQ
Shares Held
68,079
+7.9% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
3.51%
of 13F equity value
Holder Rank
#486
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, 2026CFC Planning Co LLC holds $10,632,769 across 2 Tobacco names. MO ranks #2 (46.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PM |
Philip Morris International Inc.
|
31,698 | $5,734,485 | |
| 2 | MO |
Altria Group, Inc.
This page
|
68,079 | $4,898,284 |
All Filings in MO
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,898,284 | 68,079 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $4,162,715 | 63,081 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $3,321,100 | 57,598 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $3,395,351 | 51,398 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $2,938,418 | 50,118 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $2,705,101 | 45,070 | Shares | Sole | 2025-09-23 | |
| 2024-12-31 | $2,051,807 | 39,239 | Shares | Sole | 2025-01-30 | |
| No filing history on record for this holder in this stock. | ||||||