Capital Wealth Planning, LLC
Position in BTI — British American Tobacco p.l.c.
CIK 1566728
NAPLES, FL
Position in BTI
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$23,726,950
+$9,774,933 QoQ
Shares Held
405,797
+64.7% QoQ
Ownership
0.019%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2023
4 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in BTI Over Time
Shares Held
Position Value (USD)
Position in Tobacco
Consumer Defensive · as of Mar 31, 2026Capital Wealth Planning, LLC holds $31,932,410 across 2 Tobacco names. BTI ranks #1 (74.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BTI |
British American Tobacco p.l.c.
This page
|
405,797 | $23,726,950 | |
| 2 | MO |
Altria Group, Inc.
|
124,344 | $8,205,460 |
All Filings in BTI
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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. | ||||||