Kayne Anderson Rudnick Investment Management
MO icon

Kayne Anderson Rudnick Investment Management’s Altria Group MO Stock Holding History

Kayne Anderson Rudnick Investment Management’s Portfolio MO Stock Details MO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$233K Buy
3,237
+88
+3% +$6.14K ﹤0.01% 525
2026
Q1 		$208K Sell
3,149
-19
-0.6% -$1.22K ﹤0.01% 501
2025
Q4 		$183K Buy
3,168
+22
+0.7% +$1.33K ﹤0.01% 509
2025
Q3 		$208K Sell
3,146
-9
-0.3% -$570 ﹤0.01% 500
2025
Q2 		$185K Buy
3,155
+3,068
+3,526% +$180K ﹤0.01% 506
2025
Q1 		$5.25K Sell
87
-48
-36% -$2.62K ﹤0.01% 725
2024
Q4 		$7.07K Buy
135
+48
+55% +$2.56K ﹤0.01% 713
2024
Q3 		$4.46K Hold
87
– – ﹤0.01% 733
2024
Q2 		$3.99K Buy
87
+12
+16% +$532 ﹤0.01% 698
2024
Q1 		$3.3K Hold
75
– – ﹤0.01% 709
2023
Q4 		$3.05K Buy
75
+1
+1% +$41 ﹤0.01% 711
2023
Q3 		$3.12K Hold
74
– – ﹤0.01% 652
2023
Q2 		$3.35K Buy
74
+39
+111% +$1.77K ﹤0.01% 647
2023
Q1 		$1.56K Hold
35
– – ﹤0.01% 636
2022
Q4 		$1.6K Sell
35
-134
-79% -$6.07K ﹤0.01% 646
2022
Q3 		$7K Sell
169
-145
-46% -$6.33K ﹤0.01% 568
2022
Q2 		$13K Sell
314
-120
-28% -$6.21K ﹤0.01% 532
2022
Q1 		$23K Sell
434
-69,798
-99% -$3.56M ﹤0.01% 505
2021
Q4 		$3.33M Sell
70,232
-3,057
-4% -$140K 0.01% 296
2021
Q3 		$3.34M Buy
73,289
+3,270
+5% +$158K 0.01% 287
2021
Q2 		$3.34M Buy
70,019
+3,779
+6% +$186K 0.01% 288
2021
Q1 		$3.39M Buy
66,240
+8,445
+15% +$378K 0.01% 279
2020
Q4 		$2.37M Buy
57,795
+390
+0.7% +$15.7K 0.01% 290
2020
Q3 		$2.22M Sell
57,405
-1,752
-3% -$72.9K 0.01% 283
2020
Q2 		$2.32M Buy
59,157
+28,954
+96% +$1.13M 0.01% 270
2020
Q1 		$1.17M Buy
30,203
+30,147
+53,834% +$1.34M 0.01% 288
2019
Q4 		$3K Buy
+56
New +$2.64K ﹤0.01% 527
2018
Q4 		– Sell
-126,110
Closed -$7.61M – 357
2018
Q3 		$7.61M Sell
126,110
-917
-0.7% -$54.4K 0.04% 182
2018
Q2 		$7.21M Sell
127,027
-2,110
-2% -$122K 0.05% 184
2018
Q1 		$8.05M Sell
129,137
-110,253
-46% -$7.3M 0.06% 178
2017
Q4 		$17.1M Sell
239,390
-1,199
-0.5% -$80.3K 0.14% 135
2017
Q3 		$15.3M Sell
240,589
-35,813
-13% -$2.39M 0.14% 145
2017
Q2 		$20.6M Sell
276,402
-5,087
-2% -$372K 0.21% 120
2017
Q1 		$20.1M Buy
281,489
+37,696
+15% +$2.73M 0.22% 125
2016
Q4 		$16.5M Sell
243,793
-15,602
-6% -$1M 0.2% 132
2016
Q3 		$16.4M Buy
259,395
+203,758
+366% +$13.5M 0.2% 140
2016
Q2 		$3.84M Buy
55,637
+54
+0.1% +$3.46K 0.06% 184
2016
Q1 		$3.48M Buy
55,583
+2,001
+4% +$121K 0.06% 179
2015
Q4 		$3.12M Sell
53,582
-3,764
-7% -$218K 0.05% 186
2015
Q3 		$3.12M Buy
57,346
+7,687
+15% +$412K 0.05% 186
2015
Q2 		$2.43M Buy
49,659
+5,948
+14% +$301K 0.04% 201
2015
Q1 		$2.19M Sell
43,711
-1,576
-3% -$83.7K 0.03% 203
2014
Q4 		$2.23M Buy
45,287
+9,238
+26% +$450K 0.04% 201
2014
Q3 		$1.66M Buy
36,049
+13,187
+58% +$565K 0.03% 214
2014
Q2 		$959K Buy
22,862
+6,675
+41% +$269K 0.02% 247
2014
Q1 		$606K Buy
16,187
+5,543
+52% +$201K 0.01% 254
2013
Q4 		$409K Buy
+10,644
New +$393K 0.01% 259

Other funds holding MO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management's MO Position: Q2 2026 in Review

Kayne Anderson Rudnick Investment Management increased its Altria Group (MO) stake by 2.8% in Q2 2026, buying an estimated $6.14K and bringing the position to 3,237 shares worth $233K. The position accounts for ﹤0.01% of the portfolio, ranked #525.

Kayne Anderson Rudnick Investment Management first reported a position in MO in Q4 2013 and has held it in 47 quarters since. The position peaked at $20.6M in Q2 2017. 2,556 funds tracked by Wall St. Rank hold MO as of Q2 2026.

  • Kayne Anderson Rudnick Investment Management held 3,237 shares of Altria Group worth $233K as of Q2 2026.
  • Kayne Anderson Rudnick Investment Management bought 88 Altria Group shares in Q2 2026, an estimated $6.14K.
  • Altria Group made up ﹤0.01% of Kayne Anderson Rudnick Investment Management's portfolio in Q2 2026, its #525 holding.
  • Kayne Anderson Rudnick Investment Management first reported a position in Altria Group in Q4 2013 and has held it in 47 quarters since.
  • Kayne Anderson Rudnick Investment Management's Altria Group position peaked at $20.6M in Q2 2017.
  • 2,556 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.

Based on Kayne Anderson Rudnick Investment Management's 13F filing for Q2 2026, filed 13 Aug 2026.