Position in PM
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$715,318
+$61,564 QoQ
Shares Held
3,954
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.61%
of 13F equity value
Holder Rank
#1,641
of 2,919 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in PM Over Time
Shares Held
Position Value (USD)
Position in Tobacco
Consumer Defensive · as of Jun 30, 2026KDT Advisors, LLC holds $1,164,645 across 2 Tobacco names. PM ranks #1 (61.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PM |
Philip Morris International Inc.
This page
|
3,954 | $715,318 | |
| 2 | MO |
Altria Group, Inc.
|
6,245 | $449,327 |
All Filings in PM
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $715,318 | 3,954 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $653,754 | 3,954 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $634,221 | 3,954 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $576,458 | 3,554 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $647,290 | 3,554 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $564,126 | 3,554 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $548,073 | 4,554 | Shares | Sole | 2025-02-14 | |
| No filing history on record for this holder in this stock. | ||||||