United Capital Management of KS’s Altria Group MO Stock Holding History

United Capital Management of KS’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	$678K	Buy	9,426 +345	+4%	+$24.1K	0.09%	73
2026 Q1	$599K	Buy	9,081 +190	+2%	+$12.2K	0.09%	79
2025 Q4	$513K	Sell	8,891 -67	-0.7%	-$4.05K	0.07%	84
2025 Q3	$592K	Buy	8,958 +103	+1%	+$6.53K	0.08%	84
2025 Q2	$519K	Sell	8,855 -51	-0.6%	-$3K	0.08%	81
2025 Q1	$535K	Buy	8,906 +12	+0.1%	+$655	0.11%	68
2024 Q4	$465K	Buy	8,894 +557	+7%	+$29.7K	0.08%	71
2024 Q3	$426K	Buy	+8,337	New	+$421K	0.09%	69
2019 Q2	–	Sell	-4,191	Closed	-$229K	–	107
2019 Q1	$229K	Sell	4,191 -2,405	-36%	-$123K	0.18%	101
2018 Q4	$326K	Sell	6,596 -828	-11%	-$48K	0.3%	82
2018 Q3	$459K	Buy	+7,424	New	+$441K	0.37%	74

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

United Capital Management of KS's MO Position: Q2 2026 in Review

United Capital Management of KS increased its Altria Group (MO) stake by 3.8% in Q2 2026, buying an estimated $24.1K and bringing the position to 9,426 shares worth $678K. The position accounts for 0.09% of the portfolio, ranked #73.

United Capital Management of KS first reported a position in MO in Q3 2018 and has held it in 11 quarters since. 2,557 funds tracked by Wall St. Rank hold MO as of Q2 2026.

United Capital Management of KS held 9,426 shares of Altria Group worth $678K as of Q2 2026.
United Capital Management of KS bought 345 Altria Group shares in Q2 2026, an estimated $24.1K.
Altria Group made up 0.09% of United Capital Management of KS's portfolio in Q2 2026, its #73 holding.
United Capital Management of KS first reported a position in Altria Group in Q3 2018 and has held it in 11 quarters since.
2,557 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.

Based on United Capital Management of KS's 13F filing for Q2 2026, filed 5 Aug 2026.