Position in MO
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$1,349,997
+$99,025 QoQ
Shares Held
18,763
-1.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#916
of 2,535 holders
Holding Since
Mar 2020
26 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, 2026CAPITAL ADVISORS INC/OK holds $2,600,627 across 2 Tobacco names. MO ranks #1 (51.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MO |
Altria Group, Inc.
This page
|
18,763 | $1,349,997 | |
| 2 | PM |
Philip Morris International Inc.
|
6,913 | $1,250,630 |
All Filings in MO
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,349,997 | 18,763 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $1,250,972 | 18,957 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $1,042,262 | 18,076 | Shares | Sole | 2026-01-15 | |
| 2025-09-30 | $1,212,002 | 18,347 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $1,067,535 | 18,208 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $1,125,615 | 18,754 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $953,560 | 18,236 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $865,025 | 16,948 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $752,349 | 16,517 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $741,627 | 17,002 | Shares | Sole | 2024-04-29 | |
| 2023-12-31 | $654,113 | 16,215 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $741,846 | 17,642 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $854,176 | 18,856 | Shares | Sole | 2023-07-18 | |
| 2023-03-31 | $920,019 | 20,619 | Shares | Sole | 2023-04-19 | |
| 2022-12-31 | $917,262 | 20,067 | Shares | Sole | 2023-01-17 | |
| 2022-09-30 | $499,016 | 12,358 | Shares | Sole | 2022-10-17 | |
| 2022-06-30 | $342,639 | 8,203 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $428,815 | 8,207 | Shares | Sole | 2022-05-05 | |
| 2021-12-31 | $413,904 | 8,734 | Shares | Sole | 2022-01-27 | |
| 2021-09-30 | $458,158 | 10,065 | Shares | Sole | 2021-10-25 | |
| 2021-06-30 | $442,851 | 9,288 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $484,792 | 9,476 | Shares | Sole | 2021-05-25 | |
| 2020-12-31 | $375,683 | 9,163 | Shares | Sole | 2021-02-08 | |
| 2020-09-30 | $445,596 | 11,532 | Shares | Sole | 2020-11-02 | |
| 2020-06-30 | $441,758 | 11,255 | Shares | Sole | 2020-09-02 | |
| 2020-03-31 | $506,577 | 13,100 | Shares | Sole | 2020-05-21 | |
| No filing history on record for this holder in this stock. | ||||||