KPP Advisory Services’s Altria Group MO Stock Holding History

KPP Advisory Services’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	$4.48M	Sell	62,196 -4	-0%	-$279	0.57%	44
2026 Q1	$4.1M	Sell	62,200 -2,548	-4%	-$164K	0.6%	39
2025 Q4	$3.73M	Buy	64,748 +2,510	+4%	+$152K	0.54%	44
2025 Q3	$4.11M	Sell	62,238 -127	-0.2%	-$8.05K	0.61%	40
2025 Q2	$3.66M	Sell	62,365 -1,177	-2%	-$69.1K	0.6%	40
2025 Q1	$3.81M	Buy	63,542 +969	+2%	+$52.9K	0.72%	34
2024 Q4	$3.27M	Buy	62,573 +2,662	+4%	+$142K	0.77%	33
2024 Q3	$3.06M	Sell	59,911 -207	-0.3%	-$10.5K	0.73%	34
2024 Q2	$2.74M	Buy	60,118 +1,037	+2%	+$46K	0.73%	36
2024 Q1	$2.58M	Sell	59,081 -986	-2%	-$40.9K	0.71%	34
2023 Q4	$2.42M	Sell	60,067 -14,314	-19%	-$592K	2.13%	7
2023 Q3	$3.13M	Buy	+74,381	New	+$3.29M	1.03%	20

Other funds holding MO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

KPP Advisory Services's MO Position: Q2 2026 in Review

KPP Advisory Services reduced its Altria Group (MO) stake by 0.01% in Q2 2026, selling an estimated $279 and leaving 62,196 shares worth $4.48M. The position accounts for 0.57% of the portfolio, ranked #44.

KPP Advisory Services first reported a position in MO in Q3 2023 and has held it in 12 quarters since. 2,557 funds tracked by Wall St. Rank hold MO as of Q2 2026.

KPP Advisory Services held 62,196 shares of Altria Group worth $4.48M as of Q2 2026.
KPP Advisory Services sold 4 Altria Group shares in Q2 2026, an estimated $279.
Altria Group made up 0.57% of KPP Advisory Services's portfolio in Q2 2026, its #44 holding.
KPP Advisory Services first reported a position in Altria Group in Q3 2023 and has held it in 12 quarters since.
2,557 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.

Based on KPP Advisory Services's 13F filing for Q2 2026, filed 24 Jul 2026.