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KCM Investment Advisors’s Altria Group MO Stock Holding History

KCM Investment Advisors’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
Q1 		$768K Sell
11,632
-1,023
-8% -$65.8K 0.03% 228
2025
Q4 		$730K Buy
12,655
+1,807
+17% +$109K 0.02% 234
2025
Q3 		$717K Sell
10,848
-2,467
-19% -$156K 0.02% 237
2025
Q2 		$781K Buy
13,315
+4,320
+48% +$254K 0.03% 232
2025
Q1 		$540K Sell
8,995
-250
-3% -$13.6K 0.02% 251
2024
Q4 		$483K Hold
9,245
– – 0.02% 258
2024
Q3 		$472K Sell
9,245
-704
-7% -$35.6K 0.02% 270
2024
Q2 		$453K Sell
9,949
-300
-3% -$13.3K 0.02% 266
2024
Q1 		$447K Buy
10,249
+4,911
+92% +$204K 0.02% 269
2023
Q4 		$215K Sell
5,338
-225
-4% -$9.3K 0.01% 351
2023
Q3 		$234K Sell
5,563
-1,619
-23% -$71.5K 0.01% 341
2023
Q2 		$325K Sell
7,182
-2,164
-23% -$98K 0.01% 312
2023
Q1 		$417K Sell
9,346
-9,994
-52% -$459K 0.02% 289
2022
Q4 		$884K Buy
19,340
+7,835
+68% +$355K 0.04% 216
2022
Q3 		$465K Sell
11,505
-824
-7% -$35.9K 0.02% 259
2022
Q2 		$515K Buy
12,329
+3,123
+34% +$162K 0.02% 259
2022
Q1 		$481K Sell
9,206
-761
-8% -$38.8K 0.02% 290
2021
Q4 		$472K Buy
9,967
+1,178
+13% +$54K 0.02% 297
2021
Q3 		$400K Sell
8,789
-260
-3% -$12.6K 0.02% 295
2021
Q2 		$431K Sell
9,049
-2,618
-22% -$129K 0.02% 285
2021
Q1 		$597K Buy
11,667
+985
+9% +$44.1K 0.03% 236
2020
Q4 		$438K Sell
10,682
-2,015
-16% -$80.9K 0.02% 252
2020
Q3 		$491K Buy
12,697
+482
+4% +$20.1K 0.03% 220
2020
Q2 		$479K Sell
12,215
-1,797
-13% -$70.1K 0.03% 231
2020
Q1 		$542K Buy
14,012
+1,134
+9% +$50.3K 0.04% 210
2019
Q4 		$643K Sell
12,878
-9,535
-43% -$450K 0.03% 217
2019
Q3 		$917K Sell
22,413
-26,272
-54% -$1.21M 0.05% 183
2019
Q2 		$2.31M Sell
48,685
-934
-2% -$48.9K 0.14% 124
2019
Q1 		$2.85M Sell
49,619
-2,724
-5% -$139K 0.18% 114
2018
Q4 		$2.58M Sell
52,343
-2,008
-4% -$116K 0.17% 120
2018
Q3 		$3.28M Buy
54,351
+1,269
+2% +$75.3K 0.19% 105
2018
Q2 		$3.02M Sell
53,082
-93,901
-64% -$5.42M 0.19% 117
2018
Q1 		$9.16M Sell
146,983
-4,513
-3% -$299K 0.56% 44
2017
Q4 		$10.8M Sell
151,496
-142
-0.1% -$9.52K 0.63% 42
2017
Q3 		$9.62M Sell
151,638
-9,325
-6% -$622K 0.59% 46
2017
Q2 		$12M Sell
160,963
-1,173
-0.7% -$85.8K 0.75% 32
2017
Q1 		$11.6M Sell
162,136
-1,008
-0.6% -$72.9K 0.74% 33
2016
Q4 		$11M Buy
163,144
+735
+0.5% +$47.3K 0.74% 34
2016
Q3 		$10.3M Buy
162,409
+1,417
+0.9% +$94.2K 0.7% 32
2016
Q2 		$11.1M Sell
160,992
-3,925
-2% -$251K 0.78% 28
2016
Q1 		$10.3M Buy
164,917
+8,764
+6% +$530K 0.76% 29
2015
Q4 		$9.09M Buy
156,153
+2,277
+1% +$132K 0.72% 35
2015
Q3 		$8.37M Buy
153,876
+4,699
+3% +$252K 0.69% 36
2015
Q2 		$7.3M Sell
149,177
-2,521
-2% -$128K 0.58% 48
2015
Q1 		$7.59M Sell
151,698
-7,948
-5% -$422K 0.61% 43
2014
Q4 		$7.87M Buy
159,646
+2,493
+2% +$121K 0.66% 36
2014
Q3 		$7.22M Sell
157,153
-4,724
-3% -$202K 0.66% 34
2014
Q2 		$6.79M Buy
161,877
+4,850
+3% +$195K 0.63% 36
2014
Q1 		$5.88M Sell
157,027
-7,868
-5% -$286K 0.61% 39
2013
Q4 		$6.33M Buy
164,895
+1,763
+1% +$65.1K 0.69% 29
2013
Q3 		$5.6M Sell
163,132
-14,653
-8% -$516K 0.67% 31
2013
Q2 		$6.22M Buy
+177,785
New +$6.39M 0.75% 29

Other funds holding MO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

KCM Investment Advisors's MO Position: Q1 2026 in Review

KCM Investment Advisors reduced its Altria Group (MO) stake by 8.1% in Q1 2026, selling an estimated $65.8K and leaving 11,632 shares worth $768K. The position accounts for 0.03% of the portfolio, ranked #228.

KCM Investment Advisors first reported a position in MO in Q2 2013 and has held it in 52 quarters since. The position peaked at $12M in Q2 2017. 2,483 funds tracked by Wall St. Rank hold MO as of Q1 2026.

  • KCM Investment Advisors held 11,632 shares of Altria Group worth $768K as of Q1 2026.
  • KCM Investment Advisors sold 1,023 Altria Group shares in Q1 2026, an estimated $65.8K.
  • Altria Group made up 0.03% of KCM Investment Advisors's portfolio in Q1 2026, its #228 holding.
  • KCM Investment Advisors first reported a position in Altria Group in Q2 2013 and has held it in 52 quarters since.
  • KCM Investment Advisors's Altria Group position peaked at $12M in Q2 2017.
  • 2,483 funds tracked by Wall St. Rank held Altria Group as of Q1 2026.

Based on KCM Investment Advisors's 13F filing for Q1 2026, filed 15 May 2026.