RK
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Rather & Kittrell’s Altria Group MO Stock Holding History

Rather & Kittrell’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 		$495K Buy
6,874
+463
+7% +$32.3K 0.07% 77
2026
Q1 		$423K Buy
6,411
+33
+0.5% +$2.12K 0.07% 81
2025
Q4 		$368K Buy
6,378
+85
+1% +$5.13K 0.06% 85
2025
Q3 		$416K Buy
+6,293
New +$399K 0.07% 79
2022
Q1 		– Sell
-744
Closed -$35K – 211
2021
Q4 		$35K Buy
+744
New +$34.1K 0.03% 147

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 $3.37T AUM 44.26% 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

Rather & Kittrell's MO Position: Q2 2026 in Review

Rather & Kittrell increased its Altria Group (MO) stake by 7.2% in Q2 2026, buying an estimated $32.3K and bringing the position to 6,874 shares worth $495K. The position accounts for 0.07% of the portfolio, ranked #77.

Rather & Kittrell first reported a position in MO in Q4 2021 and has held it in 5 quarters since. 2,556 funds tracked by Wall St. Rank hold MO as of Q2 2026.

  • Rather & Kittrell held 6,874 shares of Altria Group worth $495K as of Q2 2026.
  • Rather & Kittrell bought 463 Altria Group shares in Q2 2026, an estimated $32.3K.
  • Altria Group made up 0.07% of Rather & Kittrell's portfolio in Q2 2026, its #77 holding.
  • Rather & Kittrell first reported a position in Altria Group in Q4 2021 and has held it in 5 quarters since.
  • 2,556 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.

Based on Rather & Kittrell's 13F filing for Q2 2026, filed 12 Aug 2026.