Position in MO
as of Jun 30, 2026
· filed Jul 2, 2026
Position Value
$61,157
+$5,858 QoQ
Shares Held
850
+1.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#2,351
of 2,535 holders
Holding Since
Sep 2025
4 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, 2026KERR FINANCIAL PLANNING Corp holds $61,157 across 1 Tobacco name. MO ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MO |
Altria Group, Inc.
This page
|
850 | $61,157 |
All Filings in MO
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $61,157 | 850 | Shares | Sole | 2026-07-02 | |
| 2026-03-31 | $55,299 | 838 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $48,261 | 837 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $54,169 | 820 | Shares | Sole | 2025-11-25 | |
| No filing history on record for this holder in this stock. | ||||||