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Cassaday & Co Wealth Management’s British American Tobacco BTI Stock Holding History

Cassaday & Co Wealth Management’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 		$11.2K Sell
182
-50
-22% -$3.02K ﹤0.01% 853
2026
Q1 		$13.6K Buy
+232
New +$13.7K ﹤0.01% 836

Other funds holding BTI

Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Morgan Stanley
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
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Cassaday & Co Wealth Management's BTI Position: Q2 2026 in Review

Cassaday & Co Wealth Management reduced its British American Tobacco (BTI) stake by 22% in Q2 2026, selling an estimated $3.02K and leaving 182 shares worth $11.2K. The position accounts for ﹤0.01% of the portfolio, ranked #853.

Cassaday & Co Wealth Management first reported a position in BTI in Q1 2026 and has held it in 2 quarters since. The position peaked at $13.6K in Q1 2026. 907 funds tracked by Wall St. Rank hold BTI as of Q2 2026.

  • Cassaday & Co Wealth Management held 182 shares of British American Tobacco worth $11.2K as of Q2 2026.
  • Cassaday & Co Wealth Management sold 50 British American Tobacco shares in Q2 2026, an estimated $3.02K.
  • British American Tobacco made up ﹤0.01% of Cassaday & Co Wealth Management's portfolio in Q2 2026, its #853 holding.
  • Cassaday & Co Wealth Management first reported a position in British American Tobacco in Q1 2026 and has held it in 2 quarters since.
  • Cassaday & Co Wealth Management's British American Tobacco position peaked at $13.6K in Q1 2026.
  • 907 funds tracked by Wall St. Rank held British American Tobacco as of Q2 2026.

Based on Cassaday & Co Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.