Key Client Fiduciary Advisors’s British American Tobacco BTI Stock Holding History

Key Client Fiduciary 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	$977K	Sell	15,819 -191	-1%	-$11.5K	0.28%	73
2026 Q1	$936K	Buy	16,010 +268	+2%	+$15.9K	0.32%	65
2025 Q4	$891K	Buy	15,742 +164	+1%	+$8.95K	0.3%	68
2025 Q3	$827K	Buy	15,578 +730	+5%	+$39.6K	0.27%	76
2025 Q2	$703K	Buy	14,848 +914	+7%	+$40.5K	0.28%	80
2025 Q1	$576K	Sell	13,934 -1,113	-7%	-$43.8K	0.26%	89
2024 Q4	$547K	Buy	15,047 +295	+2%	+$10.7K	0.24%	97
2024 Q3	$540K	Sell	14,752 -64	-0.4%	-$2.29K	0.24%	96
2024 Q2	$458K	Sell	14,816 -943	-6%	-$28.6K	0.23%	99
2024 Q1	$481K	Buy	15,759 +2,227	+16%	+$67K	0.26%	100
2023 Q4	$396K	Sell	13,532 -1,279	-9%	-$38.9K	0.23%	110
2023 Q3	$465K	Buy	14,811 +4,268	+40%	+$141K	0.29%	84
2023 Q2	$350K	Buy	10,543 +498	+5%	+$17K	0.2%	112
2023 Q1	$353K	Buy	10,045 +2,286	+29%	+$86.2K	0.22%	103
2022 Q4	$310K	Buy	7,759 +571	+8%	+$22.4K	0.21%	111
2022 Q3	$255K	Buy	7,188 +189	+3%	+$7.57K	0.23%	89
2022 Q2	$300K	Sell	6,999 -262	-4%	-$11.2K	0.29%	80
2022 Q1	$306K	Buy	7,261 +1,323	+22%	+$56.4K	0.24%	96
2021 Q4	$222K	Buy	+5,938	New	+$211K	0.18%	111

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

Key Client Fiduciary Advisors's BTI Position: Q2 2026 in Review

Key Client Fiduciary Advisors reduced its British American Tobacco (BTI) stake by 1.2% in Q2 2026, selling an estimated $11.5K and leaving 15,819 shares worth $977K. The position accounts for 0.28% of the portfolio, ranked #73.

Key Client Fiduciary Advisors first reported a position in BTI in Q4 2021 and has held it in 19 quarters since. 907 funds tracked by Wall St. Rank hold BTI as of Q2 2026.

Key Client Fiduciary Advisors held 15,819 shares of British American Tobacco worth $977K as of Q2 2026.
Key Client Fiduciary Advisors sold 191 British American Tobacco shares in Q2 2026, an estimated $11.5K.
British American Tobacco made up 0.28% of Key Client Fiduciary Advisors's portfolio in Q2 2026, its #73 holding.
Key Client Fiduciary Advisors first reported a position in British American Tobacco in Q4 2021 and has held it in 19 quarters since.
907 funds tracked by Wall St. Rank held British American Tobacco as of Q2 2026.

Based on Key Client Fiduciary Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.