Position in MO
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$249,450
+$23,237 QoQ
Shares Held
3,467
+1.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.44%
of 13F equity value
Holder Rank
#2,016
of 2,535 holders
Holding Since
Mar 2026
2 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, 2026Coquina Private Wealth LLC holds $502,543 across 2 Tobacco names. MO ranks #2 (49.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PM |
Philip Morris International Inc.
|
1,399 | $253,093 | |
| 2 | MO |
Altria Group, Inc.
This page
|
3,467 | $249,450 |
All Filings in MO
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $249,450 | 3,467 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $226,213 | 3,428 | Shares | Sole | 2026-05-05 | |
| No filing history on record for this holder in this stock. | ||||||