Kovitz Investment Group Partners’s British American Tobacco BTI Stock Holding History

Kovitz Investment Group Partners’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
2025 Q4	–	Sell	-12,388	Closed	-$658K	–	565
2025 Q3	$658K	Buy	12,388 +213	+2%	+$11.6K	﹤0.01%	946
2025 Q2	$579K	Sell	12,175 -511	-4%	-$22.6K	﹤0.01%	936
2025 Q1	$525K	Buy	12,686 +488	+4%	+$19.2K	﹤0.01%	889
2024 Q4	$443K	Sell	12,198 -2,449	-17%	-$88.5K	﹤0.01%	934
2024 Q3	$470K	Sell	14,647 -21,330	-59%	-$762K	﹤0.01%	765
2024 Q2	$1.11M	Buy	35,977 +24,304	+208%	+$738K	0.01%	520
2024 Q1	$356K	Buy	+11,673	New	+$351K	﹤0.01%	562

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

GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

OAG

Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Kovitz Investment Group Partners's BTI Position: Q4 2025 in Review

Kovitz Investment Group Partners sold out of British American Tobacco (BTI) in Q4 2025, closing a stake of 12,388 shares — an estimated $658K sold.

Kovitz Investment Group Partners first reported a position in BTI in Q1 2024 and held it in 7 quarters. The position peaked at $1.11M in Q2 2024. 826 funds tracked by Wall St. Rank hold BTI as of Q4 2025.

Kovitz Investment Group Partners reported no remaining British American Tobacco position as of Q4 2025 after selling out during the quarter.
Kovitz Investment Group Partners sold 12,388 British American Tobacco shares in Q4 2025, an estimated $658K.
Kovitz Investment Group Partners first reported a position in British American Tobacco in Q1 2024 and held it in 7 quarters.
Kovitz Investment Group Partners's British American Tobacco position peaked at $1.11M in Q2 2024.
826 funds tracked by Wall St. Rank held British American Tobacco as of Q4 2025.

Based on Kovitz Investment Group Partners's 13F filing for Q4 2025, filed 20 Feb 2026.