Key Client Fiduciary Advisors, LLC

Position in MO — Altria Group, Inc.

CIK 1912612 Fairfield, NJ

Position in MO

as of Jun 30, 2026 · filed Jul 9, 2026 Compact

Position Value

$1,853,216

+$267,609 QoQ

Shares Held

25,757

+7.2% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

1.04%

of 13F equity value

Holder Rank

#783

of 2,535 holders

Holding Since

Dec 2021

19 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Consumer Defensive · as of Jun 30, 2026

Key Client Fiduciary Advisors, LLC holds $3,424,667 across 3 Tobacco names. MO ranks #1 (54.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MO	Altria Group, Inc. This page	25,757	$1,853,216
2	BTI	British American Tobacco p.l.c.	15,819	$976,981
3	PM	Philip Morris International Inc.	3,286	$594,470

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,853,216	25,757	+7.2%	Shares	Sole	2026-07-09
2026-03-31	$1,585,607	24,028	-1.3%	Shares	Sole	2026-04-09
2025-12-31	$1,404,251	24,354	+1.8%	Shares	Sole	2026-01-28
2025-09-30	$1,579,692	23,913	+1.6%	Shares	Sole	2025-10-14
2025-06-30	$1,379,739	23,533	+3.3%	Shares	Sole	2025-07-09
2025-03-31	$1,366,895	22,774	+4.9%	Shares	Sole	2025-04-10
2024-12-31	$1,135,059	21,707	-0.4%	Shares	Sole	2025-01-17
2024-09-30	$1,112,467	21,796	+0.9%	Shares	Sole	2024-10-18
2024-06-30	$984,244	21,608	-1.6%	Shares	Sole	2024-07-16
2024-03-31	$958,244	21,968	+6.4%	Shares	Sole	2024-04-15
2023-12-31	$832,657	20,641	-1.6%	Shares	Sole	2024-01-09
2023-09-30	$881,704	20,968	+6.4%	Shares	Sole	2023-11-14
2023-06-30	$892,455	19,701	+4.1%	Shares	Sole	2023-07-13
2023-03-31	$844,165	18,919	+18.8%	Shares	Sole	2023-04-25
2022-12-31	$727,748	15,921	+33.0%	Shares	Sole	2023-01-17
2022-09-30	$483,308	11,969	+4.5%	Shares	Sole	2022-10-12
2022-06-30	$478,308	11,451	+3.7%	Shares	Sole	2022-07-19
2022-03-31	$576,735	11,038	+9.8%	Shares	Sole	2022-04-18
2021-12-31	$476,364	10,052	—	Shares	Sole	2022-03-01
No filing history on record for this holder in this stock.