Keystone Financial Planning, Inc.

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

CIK 1596906 CLEVELAND, OH

Position in BTI

as of Jun 30, 2026 · filed Jul 15, 2026 Compact

Position Value

$10,207,260

+$428,211 QoQ

Shares Held

165,273

-1.2% QoQ

Ownership

0.008%

of shares outstanding

% of Portfolio

5.98%

of 13F equity value

Holder Rank

#118

of 903 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Defensive · as of Jun 30, 2026

Keystone Financial Planning, Inc. holds $22,363,941 across 3 Tobacco names. BTI ranks #1 (45.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BTI	British American Tobacco p.l.c. This page	165,273	$10,207,260
2	MO	Altria Group, Inc.	105,487	$7,589,789
3	PM	Philip Morris International Inc.	25,244	$4,566,892

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$10,207,260	165,273	-1.2%	Shares	Sole	2026-07-15
2026-03-31	$9,779,049	167,249	0.0%	Shares	Sole	2026-04-09
2025-12-31	$9,469,638	167,249	-2.2%	Shares	Sole	2026-01-07
2025-09-30	$9,079,599	171,055	-0.3%	Shares	Sole	2025-10-08
2025-06-30	$8,122,679	171,618	-0.7%	Shares	Sole	2025-07-31
2025-03-31	$7,146,419	172,744	-0.1%	Shares	Sole	2025-04-09
2024-12-31	$6,277,621	172,842	-0.2%	Shares	Sole	2025-01-13
2024-09-30	$6,338,216	173,270	-0.1%	Shares	Sole	2024-10-28
2024-06-30	$5,364,468	173,439	-0.2%	Shares	Sole	2024-07-10
2024-03-31	$5,298,948	173,736	-3.7%	Shares	Sole	2024-04-10
2023-12-31	$5,286,522	180,489	0.0%	Shares	Sole	2024-01-12
2023-09-30	$5,669,159	180,489	-0.3%	Shares	Sole	2023-10-10
2023-06-30	$6,008,137	180,968	+1.2%	Shares	Sole	2023-07-11
2023-03-31	$6,281,563	178,860	-1.0%	Shares	Sole	2023-04-21
2022-12-31	$7,224,785	180,710	-0.7%	Shares	Sole	2023-01-30
2022-09-30	$6,457,663	181,906	0.0%	Shares	Sole	2022-10-12
2022-06-30	$7,805,586	181,906	-0.7%	Shares	Sole	2022-07-19
2022-03-31	$7,721,351	183,144	-0.9%	Shares	Sole	2022-04-28
2021-12-31	$6,914,677	184,835	-1.3%	Shares	Sole	2022-02-09
2021-09-30	$6,606,038	187,246	+1.0%	Shares	Sole	2021-10-15
2021-06-30	$7,289,213	185,429	-2.1%	Shares	Sole	2021-08-13
2021-03-31	$7,336,503	189,378	-0.9%	Shares	Sole	2021-05-07
2020-12-31	$7,160,664	191,002	-0.1%	Shares	Sole	2021-02-04
2020-09-30	$6,908,590	191,109	-0.2%	Shares	Sole	2020-11-05
2020-06-30	$7,433,602	191,489	-0.1%	Shares	Sole	2020-07-27
2020-03-31	$6,550,393	191,588	—	Shares	Sole	2020-05-05
No filing history on record for this holder in this stock.