Koss-Olinger Consulting’s Altria Group MO Stock Holding History

Koss-Olinger Consulting’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	$959K	Buy	14,533 +9,194	+172%	+$592K	0.08%	98
2025 Q4	$308K	Sell	5,339 -12,639	-70%	-$763K	0.02%	221
2025 Q3	$1.05M	Hold	17,978	–	–	0.09%	119
2025 Q2	$1.05M	Sell	17,978 -447	-2%	-$26.3K	0.09%	119
2025 Q1	$1.11M	Buy	+18,425	New	+$1.01M	0.09%	110
2024 Q4	–	Sell	-5,723	Closed	-$292K	–	255
2024 Q3	$292K	Buy	+5,723	New	+$289K	0.03%	228
2022 Q2	–	Sell	-4,472	Closed	-$234K	–	204
2022 Q1	$234K	Buy	4,472 +15	+0.3%	+$764	0.04%	166
2021 Q4	$211K	Buy	4,457 +16	+0.4%	+$733	0.03%	182
2021 Q3	$202K	Buy	4,441 +15	+0.3%	+$724	0.03%	206
2021 Q2	$211K	Buy	4,426 +182	+4%	+$8.94K	0.03%	218
2021 Q1	$217K	Buy	+4,244	New	+$190K	0.04%	204

Other funds holding MO

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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 Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Koss-Olinger Consulting's MO Position: Q1 2026 in Review

Koss-Olinger Consulting increased its Altria Group (MO) stake by 172% in Q1 2026, buying an estimated $592K and bringing the position to 14,533 shares worth $959K. The position accounts for 0.08% of the portfolio, ranked #98.

Koss-Olinger Consulting first reported a position in MO in Q1 2021 and has held it in 11 quarters since. The position peaked at $1.11M in Q1 2025. 2,483 funds tracked by Wall St. Rank hold MO as of Q1 2026.

Koss-Olinger Consulting held 14,533 shares of Altria Group worth $959K as of Q1 2026.
Koss-Olinger Consulting bought 9,194 Altria Group shares in Q1 2026, an estimated $592K.
Altria Group made up 0.08% of Koss-Olinger Consulting's portfolio in Q1 2026, its #98 holding.
Koss-Olinger Consulting first reported a position in Altria Group in Q1 2021 and has held it in 11 quarters since.
Koss-Olinger Consulting's Altria Group position peaked at $1.11M in Q1 2025.
2,483 funds tracked by Wall St. Rank held Altria Group as of Q1 2026.

Based on Koss-Olinger Consulting's 13F filing for Q1 2026, filed 7 May 2026.