Position in MO
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$2,911,168
+$305,487 QoQ
Shares Held
40,461
+2.5% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#631
of 2,535 holders
Holding Since
Sep 2024
8 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, 2026Callan Family Office, LLC holds $27,657,375 across 3 Tobacco names. MO ranks #3 (10.5% of the industry book) .
All Filings in MO
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,911,168 | 40,461 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $2,605,681 | 39,486 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $2,173,954 | 37,703 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $1,712,407 | 25,922 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $1,715,513 | 29,260 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $570,490 | 9,505 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $558,509 | 10,681 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $210,335 | 4,121 | Shares | Sole | 2024-10-08 | |
| No filing history on record for this holder in this stock. | ||||||