Cape Investment Advisory, Inc.
Position in BTI — British American Tobacco p.l.c.
CIK 1944437
MCDONOUGH, GA
Position in BTI
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$196,026
+$147,673 QoQ
Shares Held
3,174
+271.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#700
of 904 holders
Holding Since
Mar 2023
13 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, 2026Cape Investment Advisory, Inc. holds $1,772,379 across 3 Tobacco names. BTI ranks #3 (11.1% of the industry book) .
All Filings in BTI
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $196,026 | 3,174 | Shares | Defined | 2026-07-23 | |
| 2025-12-31 | $48,353 | 854 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $11,942 | 225 | Shares | Defined | 2025-12-29 | |
| 2025-06-30 | $19,783 | 418 | Shares | Sole | 2025-08-19 | |
| 2025-03-31 | $18,575 | 449 | Shares | Sole | 2025-05-16 | |
| 2024-12-31 | $20,193 | 556 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $19,972 | 546 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $19,949 | 645 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $29,585 | 970 | Shares | Sole | 2024-06-21 | |
| 2023-12-31 | $31,047 | 1,060 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $17,275 | 550 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $9,960 | 300 | Shares | Sole | 2023-10-12 | |
| 2023-03-31 | $10,536 | 300 | Shares | Sole | 2023-10-12 | |
| No filing history on record for this holder in this stock. | ||||||