HCR Wealth Advisors’s British American Tobacco BTI Stock Holding History

HCR Wealth Advisors’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	$275K	Buy	4,448 +150	+3%	+$9.05K	0.02%	220
2026 Q1	$251K	Sell	4,298 -109	-2%	-$6.45K	0.03%	212
2025 Q4	$250K	Hold	4,407	–	–	0.02%	215
2025 Q3	$231K	Hold	4,407	–	–	0.02%	216
2025 Q2	$209K	Buy	+4,407	New	+$195K	0.02%	222
2020 Q4	–	Sell	-6,070	Closed	-$219K	–	270
2020 Q3	$219K	Hold	6,070	–	–	0.05%	152
2020 Q2	$239K	Hold	6,070	–	–	0.06%	135
2020 Q1	$208K	Buy	+6,070	New	+$248K	0.06%	145
2019 Q4	–	Sell	-7,773	Closed	-$287K	–	243
2019 Q3	$287K	Hold	7,773	–	–	0.1%	125
2019 Q2	$271K	Hold	7,773	–	–	0.08%	133
2019 Q1	$324K	Sell	7,773 -2,575	-25%	-$93.7K	0.09%	135
2018 Q4	$330K	Buy	10,348 +2,575	+33%	+$100K	0.11%	123
2018 Q3	$354K	Buy	+7,773	New	+$395K	0.12%	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

HCR Wealth Advisors's BTI Position: Q2 2026 in Review

HCR Wealth Advisors increased its British American Tobacco (BTI) stake by 3.5% in Q2 2026, buying an estimated $9.05K and bringing the position to 4,448 shares worth $275K. The position accounts for 0.02% of the portfolio, ranked #220.

HCR Wealth Advisors first reported a position in BTI in Q3 2018 and has held it in 13 quarters since. The position peaked at $354K in Q3 2018. 904 funds tracked by Wall St. Rank hold BTI as of Q2 2026.

HCR Wealth Advisors held 4,448 shares of British American Tobacco worth $275K as of Q2 2026.
HCR Wealth Advisors bought 150 British American Tobacco shares in Q2 2026, an estimated $9.05K.
British American Tobacco made up 0.02% of HCR Wealth Advisors's portfolio in Q2 2026, its #220 holding.
HCR Wealth Advisors first reported a position in British American Tobacco in Q3 2018 and has held it in 13 quarters since.
HCR Wealth Advisors's British American Tobacco position peaked at $354K in Q3 2018.
904 funds tracked by Wall St. Rank held British American Tobacco as of Q2 2026.

Based on HCR Wealth Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.