EVERGREEN CAPITAL MANAGEMENT LLC

Position in BTI — British American Tobacco p.l.c.

CIK 1260824 Bellevue, WA

Position in BTI

as of Jun 30, 2026 · filed Jul 23, 2026 Compact

Position Value

$2,805,015

+$1,025,773 QoQ

Shares Held

45,418

+49.3% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.08%

of 13F equity value

Holder Rank

#223

of 903 holders

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 0% Shared 100% None 0%

Consumer Defensive · as of Jun 30, 2026

EVERGREEN CAPITAL MANAGEMENT LLC holds $9,962,924 across 3 Tobacco names. BTI ranks #3 (28.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PM	Philip Morris International Inc.	22,803	$4,125,289
2	MO	Altria Group, Inc.	42,149	$3,032,620
3	BTI	British American Tobacco p.l.c. This page	45,418	$2,805,015

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,805,015	45,418	+49.3%	Shares	Sole	2026-07-23
2026-03-31	$1,779,242	30,430	+13.9%	Shares	Other	2026-05-14
2025-12-31	$1,512,943	26,721	-4.2%	Shares	Other	2026-01-27
2025-09-30	$1,481,038	27,902	+31.1%	Shares	Other	2025-10-28
2025-06-30	$1,007,135	21,279	+35.4%	Shares	Other	2025-08-14
2025-03-31	$650,253	15,718	+1.4%	Shares	Other	2025-05-15
2024-12-31	$562,923	15,499	+55.4%	Shares	Other	2025-02-13
2024-09-30	$364,848	9,974	+4.9%	Shares	Other	2024-11-14
2024-03-31	$290,055	9,510	-40.0%	Shares	Other	2024-05-15
2023-12-31	$463,865	15,837	+3.8%	Shares	Other	2024-02-14
2023-09-30	$479,253	15,258	+23.3%	Shares	Other	2023-11-14
2023-06-30	$410,883	12,376	+23.5%	Shares	Sole	2023-08-14
2023-03-31	$351,902	10,020	-22.0%	Shares	Sole	2023-05-15
2022-12-31	$513,343	12,840	-3.9%	Shares	Sole	2023-02-14
2022-09-30	$474,386	13,363	-15.7%	Shares	Other	2022-11-14
2022-06-30	$680,380	15,856	+47.6%	Shares	Other	2022-08-15
2022-03-31	$452,756	10,739	+8.0%	Shares	Sole	2022-05-16
2021-12-31	$372,117	9,947	+35.6%	Shares	Sole	2022-03-11
2021-09-30	$258,743	7,334	-11.5%	Shares	Sole	2021-11-15
2021-06-30	$325,722	8,286	+9.7%	Shares	Sole	2021-08-16
2021-03-31	$292,564	7,552	+32.6%	Shares	Sole	2021-05-17
2020-12-31	$213,505	5,695	-8.0%	Shares	Sole	2021-02-16
2020-09-30	$223,768	6,190	+15.0%	Shares	Sole	2020-11-16
2020-06-30	$208,968	5,383	-38.6%	Shares	Sole	2020-08-14
2020-03-31	$299,675	8,765	—	Shares	Sole	2020-05-15
No filing history on record for this holder in this stock.