Capital Wealth Planning’s British American Tobacco BTI Stock Holding History

Capital Wealth Planning’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	$35.9M	Buy	581,209 +175,412	+43%	+$10.6M	0.18%	49
2026 Q1	$23.7M	Buy	405,797 +159,382	+65%	+$9.43M	0.13%	48
2025 Q4	$13.9M	Buy	246,415 +71,191	+41%	+$3.88M	0.09%	53
2025 Q3	$9.3M	Buy	+175,224	New	+$9.51M	0.07%	54
2023 Q2	–	Sell	-7,858	Closed	-$276K	–	133
2023 Q1	$276K	Buy	+7,858	New	+$296K	﹤0.01%	120

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

Capital Wealth Planning's BTI Position: Q2 2026 in Review

Capital Wealth Planning increased its British American Tobacco (BTI) stake by 43% in Q2 2026, buying an estimated $10.6M and bringing the position to 581,209 shares worth $35.9M. The position accounts for 0.18% of the portfolio, ranked #49.

Capital Wealth Planning first reported a position in BTI in Q1 2023 and has held it in 5 quarters since. 904 funds tracked by Wall St. Rank hold BTI as of Q2 2026.

Capital Wealth Planning held 581,209 shares of British American Tobacco worth $35.9M as of Q2 2026.
Capital Wealth Planning bought 175,412 British American Tobacco shares in Q2 2026, an estimated $10.6M.
British American Tobacco made up 0.18% of Capital Wealth Planning's portfolio in Q2 2026, its #49 holding.
Capital Wealth Planning first reported a position in British American Tobacco in Q1 2023 and has held it in 5 quarters since.
904 funds tracked by Wall St. Rank held British American Tobacco as of Q2 2026.

Based on Capital Wealth Planning's 13F filing for Q2 2026, filed 14 Aug 2026.