Position in MO
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$4,475,002
+$370,424 QoQ
Shares Held
62,196
-0.0% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
1.49%
of 13F equity value
Holder Rank
#509
of 2,535 holders
Holding Since
Sep 2023
12 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, 2026KPP Advisory Services LLC holds $5,118,679 across 2 Tobacco names. MO ranks #1 (87.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MO |
Altria Group, Inc.
This page
|
62,196 | $4,475,002 | |
| 2 | PM |
Philip Morris International Inc.
|
3,558 | $643,677 |
All Filings in MO
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,475,002 | 62,196 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $4,104,578 | 62,200 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $3,733,369 | 64,748 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $4,111,442 | 62,238 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $3,656,459 | 62,365 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $3,813,790 | 63,542 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $3,271,942 | 62,573 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $3,057,857 | 59,911 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $2,738,374 | 60,118 | Shares | Sole | 2024-08-27 | |
| 2024-03-31 | $2,577,113 | 59,081 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $2,423,102 | 60,067 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $3,127,721 | 74,381 | Shares | Sole | 2023-11-14 | |
| No filing history on record for this holder in this stock. | ||||||