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
2025
Q4
– Sell
-500
Closed -$100 – 3929
2025
Q3
$100 Buy
+500
New +$27.1K ﹤0.01% 3906

Other funds holding BTI

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. 910 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.
  • 910 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.