Creative Planning’s British American Tobacco BTI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $17.5M | Buy |
284,021
+7,969
| +3% | +$481K | 0.01% | 570 |
|
|
2026
Q1 | $16.1M | Buy |
276,052
+19,136
| +7% | +$1.13M | 0.01% | 515 |
|
|
2025
Q4 | $14.5M | Buy |
256,916
+24,767
| +11% | +$1.35M | 0.01% | 490 |
|
|
2025
Q3 | $12.3M | Buy |
232,149
+25,283
| +12% | +$1.37M | 0.01% | 496 |
|
|
2025
Q2 | $9.79M | Buy |
206,866
+27,045
| +15% | +$1.2M | 0.01% | 521 |
|
|
2025
Q1 | $7.44M | Buy |
179,821
+10,994
| +7% | +$432K | 0.01% | 578 |
|
|
2024
Q4 | $6.13M | Buy |
168,827
+24,911
| +17% | +$900K | 0.01% | 595 |
|
|
2024
Q3 | $5.26M | Buy |
143,916
+35,661
| +33% | +$1.27M | 0.01% | 619 |
|
|
2024
Q2 | $3.35M | Sell |
108,255
-5,098
| -4% | -$155K | ﹤0.01% | 776 |
|
|
2024
Q1 | $3.46M | Buy |
113,353
+47,998
| +73% | +$1.44M | ﹤0.01% | 744 |
|
|
2023
Q4 | $1.91M | Sell |
65,355
-33,512
| -34% | -$1.02M | ﹤0.01% | 932 |
|
|
2023
Q3 | $3.11M | Buy |
98,867
+36,103
| +58% | +$1.19M | ﹤0.01% | 677 |
|
|
2023
Q2 | $2.08M | Buy |
62,764
+18,540
| +42% | +$634K | ﹤0.01% | 795 |
|
|
2023
Q1 | $1.55M | Sell |
44,224
-817
| -2% | -$30.8K | ﹤0.01% | 885 |
|
|
2022
Q4 | $1.8M | Sell |
45,041
-5,067
| -10% | -$199K | ﹤0.01% | 788 |
|
|
2022
Q3 | $1.78M | Buy |
50,108
+6,524
| +15% | +$261K | ﹤0.01% | 739 |
|
|
2022
Q2 | $1.87M | Buy |
43,584
+4,378
| +11% | +$188K | ﹤0.01% | 740 |
|
|
2022
Q1 | $1.65M | Buy |
39,206
+5,842
| +18% | +$249K | ﹤0.01% | 778 |
|
|
2021
Q4 | $1.25M | Sell |
33,364
-802
| -2% | -$28.5K | ﹤0.01% | 855 |
|
|
2021
Q3 | $1.21M | Buy |
34,166
+19,444
| +132% | +$730K | ﹤0.01% | 864 |
|
|
2021
Q2 | $579K | Sell |
14,722
-30,004
| -67% | -$1.17M | ﹤0.01% | 1197 |
|
|
2021
Q1 | $1.73M | Buy |
44,726
+7,024
| +19% | +$264K | ﹤0.01% | 782 |
|
|
2020
Q4 | $1.41M | Buy |
37,702
+3,918
| +12% | +$140K | ﹤0.01% | 801 |
|
|
2020
Q3 | $1.22M | Buy |
33,784
+1,581
| +5% | +$55.4K | ﹤0.01% | 728 |
|
|
2020
Q2 | $1.25M | Buy |
32,203
+3,008
| +10% | +$115K | ﹤0.01% | 659 |
|
|
2020
Q1 | $998K | Buy |
29,195
+492
| +2% | +$20.1K | ﹤0.01% | 651 |
|
|
2019
Q4 | $1.22M | Sell |
28,703
-11,143
| -28% | -$420K | ﹤0.01% | 706 |
|
|
2019
Q3 | $1.47M | Sell |
39,846
-2,841
| -7% | -$104K | ﹤0.01% | 593 |
|
|
2019
Q2 | $1.49M | Sell |
42,687
-591
| -1% | -$22.4K | 0.01% | 594 |
|
|
2019
Q1 | $1.81M | Buy |
43,278
+1,773
| +4% | +$64.5K | 0.01% | 499 |
|
|
2018
Q4 | $1.32M | Sell |
41,505
-37,083
| -47% | -$1.44M | 0.01% | 556 |
|
|
2018
Q3 | $3.67M | Buy |
78,588
+643
| +0.8% | +$32.7K | 0.01% | 335 |
|
|
2018
Q2 | $3.93M | Buy |
77,945
+4,559
| +6% | +$240K | 0.02% | 314 |
|
|
2018
Q1 | $4.23M | Sell |
73,386
-2,409
| -3% | -$151K | 0.02% | 289 |
|
|
2017
Q4 | $5.08M | Sell |
75,795
-6,188
| -8% | -$403K | 0.02% | 240 |
|
|
2017
Q3 | $5.12M | Buy |
81,983
+68,429
| +505% | +$4.41M | 0.02% | 234 |
|
|
2017
Q2 | $929K | Sell |
13,554
-1,671
| -11% | -$116K | ﹤0.01% | 729 |
|
|
2017
Q1 | $1.01M | Sell |
15,225
-229
| -1% | -$14.2K | 0.01% | 668 |
|
|
2016
Q4 | $871K | Buy |
15,454
+368
| +2% | +$20.8K | 0.01% | 679 |
|
|
2016
Q3 | $963K | Buy |
15,086
+11,118
| +280% | +$705K | 0.01% | 609 |
|
|
2016
Q2 | $257K | Buy |
3,968
+462
| +13% | +$28K | ﹤0.01% | 1127 |
|
|
2016
Q1 | $205K | Buy |
3,506
+24
| +0.7% | +$1.32K | ﹤0.01% | 1200 |
|
|
2015
Q4 | $192K | Sell |
3,482
-180
| -5% | -$10.3K | ﹤0.01% | 1224 |
|
|
2015
Q3 | $202K | Buy |
+3,662
| New | +$203K | ﹤0.01% | 1184 |
|
|
2015
Q2 | – | Sell |
-3,872
| Closed | -$201K | – | 1351 |
|
|
2015
Q1 | $201K | Sell |
3,872
-480
| -11% | -$26.6K | ﹤0.01% | 1185 |
|
|
2014
Q4 | $235K | Buy |
4,352
+1,166
| +37% | +$65.5K | ﹤0.01% | 1040 |
|
|
2014
Q3 | $180K | Sell |
3,186
-18
| -0.6% | -$1.06K | ﹤0.01% | 1115 |
|
|
2014
Q2 | $191K | Buy |
3,204
+30
| +0.9% | +$1.76K | ﹤0.01% | 1057 |
|
|
2014
Q1 | $177K | Hold |
3,174
| – | – | ﹤0.01% | 1060 |
|
|
2013
Q4 | $170K | Hold |
3,174
| – | – | ﹤0.01% | 943 |
|
|
2013
Q3 | $167K | Buy |
3,174
+1,290
| +68% | +$68.2K | ﹤0.01% | 839 |
|
|
2013
Q2 | $97K | Buy |
+1,884
| New | +$104K | ﹤0.01% | 1008 |
|
Other funds holding BTI
OAG
Creative Planning's BTI Position: Q2 2026 in Review
Creative Planning increased its British American Tobacco (BTI) stake by 2.9% in Q2 2026, buying an estimated $481K and bringing the position to 284,021 shares worth $17.5M. The position accounts for 0.01% of the portfolio, ranked #570.
Creative Planning first reported a position in BTI in Q2 2013 and has held it in 52 quarters since. 904 funds tracked by Wall St. Rank hold BTI as of Q2 2026.
- Creative Planning held 284,021 shares of British American Tobacco worth $17.5M as of Q2 2026.
- Creative Planning bought 7,969 British American Tobacco shares in Q2 2026, an estimated $481K.
- British American Tobacco made up 0.01% of Creative Planning's portfolio in Q2 2026, its #570 holding.
- Creative Planning first reported a position in British American Tobacco in Q2 2013 and has held it in 52 quarters since.
- 904 funds tracked by Wall St. Rank held British American Tobacco as of Q2 2026.
Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.