Callan Family Office’s British American Tobacco BTI Stock Holding History

Callan Family Office’s Portfolio BTI Stock Details BTI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$4.12M	Buy	66,659 +4,225	+7%	+$255K	0.08%	230
2026 Q1	$3.65M	Buy	62,434 +8,937	+17%	+$529K	0.08%	239
2025 Q4	$3.03M	Buy	53,497 +25,181	+89%	+$1.37M	0.07%	262
2025 Q3	$1.5M	Sell	28,316 -2,559	-8%	-$139K	0.05%	309
2025 Q2	$1.46M	Buy	30,875 +21,931	+245%	+$971K	0.05%	321
2025 Q1	$370K	Sell	8,944 -4,829	-35%	-$190K	0.03%	388
2024 Q4	$500K	Buy	+13,773	New	+$497K	0.03%	368

Other funds holding BTI

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

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

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

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

OAG

Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Callan Family Office's BTI Position: Q2 2026 in Review

Callan Family Office increased its British American Tobacco (BTI) stake by 6.8% in Q2 2026, buying an estimated $255K and bringing the position to 66,659 shares worth $4.12M. The position accounts for 0.08% of the portfolio, ranked #230.

Callan Family Office first reported a position in BTI in Q4 2024 and has held it in 7 quarters since. 904 funds tracked by Wall St. Rank hold BTI as of Q2 2026.

Callan Family Office held 66,659 shares of British American Tobacco worth $4.12M as of Q2 2026.
Callan Family Office bought 4,225 British American Tobacco shares in Q2 2026, an estimated $255K.
British American Tobacco made up 0.08% of Callan Family Office's portfolio in Q2 2026, its #230 holding.
Callan Family Office first reported a position in British American Tobacco in Q4 2024 and has held it in 7 quarters since.
904 funds tracked by Wall St. Rank held British American Tobacco as of Q2 2026.

Based on Callan Family Office's 13F filing for Q2 2026, filed 11 Aug 2026.