RCYC
MO icon

Richard C. Young & Co’s Altria Group MO Stock Holding History

Richard C. Young & Co’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 		$21.8M Buy
302,328
+3,132
+1% +$219K 1.6% 25
2026
Q1 		$19.7M Buy
299,196
+3,847
+1% +$248K 1.64% 28
2025
Q4 		$17M Buy
295,349
+9,633
+3% +$582K 1.53% 29
2025
Q3 		$18.9M Buy
285,716
+779
+0.3% +$49.4K 1.75% 25
2025
Q2 		$16.7M Buy
284,937
+4,822
+2% +$283K 1.65% 27
2025
Q1 		$16.8M Buy
280,115
+9,621
+4% +$525K 1.81% 23
2024
Q4 		$14.1M Buy
270,494
+6,462
+2% +$344K 1.54% 33
2024
Q3 		$13.5M Buy
+264,032
New +$13.3M 1.47% 32
2015
Q1 		– Sell
-184,981
Closed -$9.11M – 71
2014
Q4 		$9.11M Sell
184,981
-3,426
-2% -$167K 1.93% 18
2014
Q3 		$8.65M Sell
188,407
-7,840
-4% -$336K 1.85% 25
2014
Q2 		$8.23M Sell
196,247
-4,172
-2% -$168K 1.67% 31
2014
Q1 		$7.5M Sell
200,419
-7,102
-3% -$258K 1.59% 32
2013
Q4 		$7.97M Buy
207,521
+792
+0.4% +$29.2K 1.73% 27
2013
Q3 		$7.1M Buy
206,729
+5,741
+3% +$202K 1.61% 32
2013
Q2 		$7.03M Buy
+200,988
New +$7.22M 1.75% 28

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

Richard C. Young & Co's MO Position: Q2 2026 in Review

Richard C. Young & Co increased its Altria Group (MO) stake by 1% in Q2 2026, buying an estimated $219K and bringing the position to 302,328 shares worth $21.8M. The position accounts for 1.6% of the portfolio, ranked #25.

Richard C. Young & Co first reported a position in MO in Q2 2013 and has held it in 15 quarters since. 2,566 funds tracked by Wall St. Rank hold MO as of Q2 2026.

  • Richard C. Young & Co held 302,328 shares of Altria Group worth $21.8M as of Q2 2026.
  • Richard C. Young & Co bought 3,132 Altria Group shares in Q2 2026, an estimated $219K.
  • Altria Group made up 1.6% of Richard C. Young & Co's portfolio in Q2 2026, its #25 holding.
  • Richard C. Young & Co first reported a position in Altria Group in Q2 2013 and has held it in 15 quarters since.
  • 2,566 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.

Based on Richard C. Young & Co's 13F filing for Q2 2026, filed 28 Jul 2026.