Kize Capital’s British American Tobacco BTI Stock Holding History

Kize Capital’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	$7.78M	Sell	126,000 -15,000	-11%	-$905K	10.01%	4
2026 Q1	$8.24M	Hold	141,000	–	–	10.35%	4
2025 Q4	$7.98M	Sell	141,000 -24,000	-15%	-$1.31M	9.42%	5
2025 Q3	$8.76M	Sell	165,000 -30,000	-15%	-$1.63M	9.99%	4
2025 Q2	$9.23M	Sell	195,000 -225,000	-54%	-$9.96M	8.3%	6
2025 Q1	$17.4M	Sell	420,000 -45,000	-10%	-$1.77M	15.81%	3
2024 Q4	$16.9M	Buy	465,000 +70,000	+18%	+$2.53M	15.18%	3
2024 Q3	$14.4M	Buy	395,000 +45,000	+13%	+$1.61M	16.91%	3
2024 Q2	$10.8M	Buy	+350,000	New	+$10.6M	10.19%	5

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

Kize Capital's BTI Position: Q2 2026 in Review

Kize Capital reduced its British American Tobacco (BTI) stake by 11% in Q2 2026, selling an estimated $905K and leaving 126,000 shares worth $7.78M. The position accounts for 10.01% of the portfolio, ranked #4.

Kize Capital first reported a position in BTI in Q2 2024 and has held it in 9 quarters since. The position peaked at $17.4M in Q1 2025. 909 funds tracked by Wall St. Rank hold BTI as of Q2 2026.

Kize Capital held 126,000 shares of British American Tobacco worth $7.78M as of Q2 2026.
Kize Capital sold 15,000 British American Tobacco shares in Q2 2026, an estimated $905K.
British American Tobacco made up 10.01% of Kize Capital's portfolio in Q2 2026, its #4 holding.
Kize Capital first reported a position in British American Tobacco in Q2 2024 and has held it in 9 quarters since.
Kize Capital's British American Tobacco position peaked at $17.4M in Q1 2025.
909 funds tracked by Wall St. Rank held British American Tobacco as of Q2 2026.

Based on Kize Capital's 13F filing for Q2 2026, filed 13 Aug 2026.