HCR Wealth Advisors

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

CIK 1697715 LOS ANGELES, CA

Position in BTI

as of Jun 30, 2026 · filed Jul 13, 2026 Compact

Position Value

$274,708

+$23,404 QoQ

Shares Held

4,448

+3.5% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

#611

of 903 holders

Holding Since

Mar 2020

8 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Consumer Defensive · as of Jun 30, 2026

HCR Wealth Advisors holds $2,875,739 across 3 Tobacco names. BTI ranks #3 (9.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MO	Altria Group, Inc.	20,149	$1,449,720
2	PM	Philip Morris International Inc.	6,364	$1,151,311
3	BTI	British American Tobacco p.l.c. This page	4,448	$274,708

8 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$274,708	4,448	+3.5%	Shares	Sole	2026-07-13
2026-03-31	$251,304	4,298	-2.5%	Shares	Sole	2026-04-21
2025-12-31	$249,524	4,407	0.0%	Shares	Sole	2026-01-27
2025-09-30	$233,923	4,407	0.0%	Shares	Sole	2025-10-03
2025-06-30	$208,583	4,407	-27.4%	Shares	Sole	2025-07-17
2020-09-30	$219,430	6,070	0.0%	Shares	Sole	2020-11-05
2020-06-30	$235,637	6,070	0.0%	Shares	Sole	2020-07-30
2020-03-31	$207,533	6,070	—	Shares	Sole	2020-05-08
No filing history on record for this holder in this stock.