Position in MO
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$1,838,106
+$132,463 QoQ
Shares Held
25,547
-1.2% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
2.02%
of 13F equity value
Holder Rank
#784
of 2,535 holders
Holding Since
Dec 2022
15 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, 2026CASCADE INVESTMENT GROUP, INC. holds $2,060,625 across 2 Tobacco names. MO ranks #1 (89.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MO |
Altria Group, Inc.
This page
|
25,547 | $1,838,106 | |
| 2 | PM |
Philip Morris International Inc.
|
1,230 | $222,519 |
All Filings in MO
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,838,106 | 25,547 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $1,705,643 | 25,847 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $1,550,881 | 26,897 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $1,782,100 | 26,977 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $1,595,029 | 27,205 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $1,556,558 | 25,934 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $1,356,088 | 25,934 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $1,332,603 | 26,109 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $1,205,207 | 26,459 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $1,136,693 | 26,059 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $1,072,801 | 26,594 | Shares | Sole | 2024-01-16 | |
| 2023-09-30 | $1,036,069 | 24,639 | Shares | Sole | 2023-10-18 | |
| 2023-06-30 | $1,123,440 | 24,800 | Shares | Sole | 2023-07-19 | |
| 2023-03-31 | $1,119,694 | 25,094 | Shares | Sole | 2023-04-14 | |
| 2022-12-31 | $1,155,914 | 25,288 | Shares | Sole | 2023-02-27 | |
| No filing history on record for this holder in this stock. | ||||||