KA
MO icon

KDT Advisors’s Altria Group MO Stock Holding History

KDT 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
Q2 		$449K Hold
6,245
– – 0.62% 47
2026
Q1 		$412K Hold
6,245
– – 0.66% 49
2025
Q4 		$360K Hold
6,245
– – 0.51% 56
2025
Q3 		$413K Hold
6,245
– – 0.6% 49
2025
Q2 		$366K Hold
6,245
– – 0.59% 46
2025
Q1 		$375K Hold
6,245
– – 0.55% 57
2024
Q4 		$327K Buy
+6,245
New +$333K 0.48% 56

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 $3.38T AUM 44.17% 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

KDT Advisors's MO Position: Q2 2026 in Review

KDT Advisors held its Altria Group (MO) position steady in Q2 2026 at 6,245 shares worth $449K. The position accounts for 0.62% of the portfolio, ranked #47.

KDT Advisors first reported a position in MO in Q4 2024 and has held it in 7 quarters since. 2,574 funds tracked by Wall St. Rank hold MO as of Q2 2026.

  • KDT Advisors held 6,245 shares of Altria Group worth $449K as of Q2 2026.
  • KDT Advisors left its Altria Group share count unchanged in Q2 2026.
  • Altria Group made up 0.62% of KDT Advisors's portfolio in Q2 2026, its #47 holding.
  • KDT Advisors first reported a position in Altria Group in Q4 2024 and has held it in 7 quarters since.
  • 2,574 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.

Based on KDT Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.