KCM
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Key Capital Management’s Altria Group MO Stock Holding History

Key Capital 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 		$29.6K Sell
412
-201
-33% -$14K 0.02% 216
2026
Q1 		$40.4K Buy
613
+560
+1,057% +$36K 0.03% 170
2025
Q4 		$3.06K Buy
+53
New +$3.2K ﹤0.01% 347

Other funds holding MO

Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
SLAM
Swiss Life Asset Management Zurich $24.1B AUM 38.82% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
PAM
Panagora Asset Management Boston, Massachusetts $32.6B AUM 52.29% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Key Capital Management's MO Position: Q2 2026 in Review

Key Capital Management reduced its Altria Group (MO) stake by 33% in Q2 2026, selling an estimated $14K and leaving 412 shares worth $29.6K. The position accounts for 0.02% of the portfolio, ranked #216.

Key Capital Management first reported a position in MO in Q4 2025 and has held it in 3 quarters since. The position peaked at $40.4K in Q1 2026. 1,551 funds tracked by Wall St. Rank hold MO as of Q2 2026.

  • Key Capital Management held 412 shares of Altria Group worth $29.6K as of Q2 2026.
  • Key Capital Management sold 201 Altria Group shares in Q2 2026, an estimated $14K.
  • Altria Group made up 0.02% of Key Capital Management's portfolio in Q2 2026, its #216 holding.
  • Key Capital Management first reported a position in Altria Group in Q4 2025 and has held it in 3 quarters since.
  • Key Capital Management's Altria Group position peaked at $40.4K in Q1 2026.
  • 1,551 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.

Based on Key Capital Management's 13F filing for Q2 2026, filed 28 Jul 2026.