Position in PM
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$1,142,627
+$91,892 QoQ
Shares Held
6,316
-0.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.36%
of 13F equity value
Holder Rank
#1,334
of 2,919 holders
Holding Since
Dec 2020
23 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in PM Over Time
Shares Held
Position Value (USD)
Position in Tobacco
Consumer Defensive · as of Jun 30, 2026MCDONALD PARTNERS LLC holds $1,222,851 across 2 Tobacco names. PM ranks #1 (93.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PM |
Philip Morris International Inc.
This page
|
6,316 | $1,142,627 | |
| 2 | MO |
Altria Group, Inc.
|
1,115 | $80,224 |
All Filings in PM
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23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,142,627 | 6,316 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $1,050,735 | 6,355 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,043,562 | 6,506 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $1,111,394 | 6,852 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $1,257,425 | 6,904 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $1,095,713 | 6,903 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $866,881 | 7,203 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $856,234 | 7,053 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $779,937 | 7,697 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $699,152 | 7,631 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $727,238 | 7,730 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $705,459 | 7,620 | Shares | Sole | 2023-10-30 | |
| 2023-06-30 | $887,170 | 9,088 | Shares | Sole | 2023-07-17 | |
| 2023-03-31 | $738,808 | 7,597 | Shares | Sole | 2023-04-19 | |
| 2022-12-31 | $706,547 | 6,981 | Shares | Sole | 2023-01-18 | |
| 2022-09-30 | $683,006 | 8,228 | Shares | Sole | 2022-10-21 | |
| 2022-06-30 | $958,567 | 9,708 | Shares | Sole | 2022-07-25 | |
| 2022-03-31 | $1,037,755 | 11,047 | Shares | Sole | 2022-04-29 | |
| 2021-12-31 | $1,003,105 | 10,559 | Shares | Sole | 2022-01-31 | |
| 2021-09-30 | $1,174,827 | 12,394 | Shares | Sole | 2021-11-24 | |
| 2021-06-30 | $1,405,181 | 14,178 | Shares | Sole | 2021-11-24 | |
| 2021-03-31 | $1,318,410 | 14,857 | Shares | Sole | 2021-11-24 | |
| 2020-12-31 | $1,303,114 | 15,740 | Shares | Sole | 2021-02-16 | |
| No filing history on record for this holder in this stock. | ||||||