Capital Wealth Planning, LLC
Position in BTI — British American Tobacco p.l.c.
CIK 1566728
NAPLES, FL
Position in BTI
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$35,895,467
+$12,168,517 QoQ
Shares Held
581,209
+43.2% QoQ
Ownership
0.027%
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
#53
of 904 holders
Holding Since
Mar 2023
5 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in BTI Over Time
Shares Held
Position Value (USD)
Position in Tobacco
Consumer Defensive · as of Jun 30, 2026Capital Wealth Planning, LLC holds $49,300,686 across 2 Tobacco names. BTI ranks #1 (72.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BTI |
British American Tobacco p.l.c.
This page
|
581,209 | $35,895,467 | |
| 2 | MO |
Altria Group, Inc.
|
186,313 | $13,405,219 |
All Filings in BTI
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $35,895,467 | 581,209 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $23,726,950 | 405,797 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $13,952,017 | 246,415 | Shares | Other | 2026-02-11 | |
| 2025-09-30 | $9,300,889 | 175,224 | Shares | Other | 2025-11-13 | |
| 2023-03-31 | $275,972 | 7,858 | Shares | Other | 2023-05-04 | |
| No filing history on record for this holder in this stock. | ||||||