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AE Wealth Management’s Restaurant Brands International QSR Stock Holding History

AE Wealth Management’s Portfolio QSR Stock Details QSR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$875K Buy
11,844
+218
+2% +$15.3K ﹤0.01% 878
2025
Q4 		$793K Buy
11,626
+601
+5% +$41.4K ﹤0.01% 875
2025
Q3 		$707K Buy
11,025
+1,394
+14% +$91.7K ﹤0.01% 847
2025
Q2 		$638K Sell
9,631
-229
-2% -$15.3K ﹤0.01% 838
2025
Q1 		$657K Buy
9,860
+1,792
+22% +$116K 0.01% 834
2024
Q4 		$526K Buy
8,068
+32
+0.4% +$2.22K ﹤0.01% 897
2024
Q3 		$580K Sell
8,036
-157
-2% -$11K 0.01% 845
2024
Q2 		$577K Buy
8,193
+960
+13% +$68.6K 0.01% 848
2024
Q1 		$575K Sell
7,233
-11,585
-62% -$903K 0.01% 782
2023
Q4 		$1.45M Buy
+18,818
New +$1.31M 0.01% 1027
2022
Q2 		– Sell
-14,593
Closed -$852K – 1811
2022
Q1 		$852K Buy
14,593
+237
+2% +$13.5K 0.01% 968
2021
Q4 		$871K Buy
14,356
+803
+6% +$47.3K 0.01% 985
2021
Q3 		$829K Buy
13,553
+686
+5% +$43.9K 0.01% 931
2021
Q2 		$829K Sell
12,867
-169
-1% -$11.4K 0.01% 905
2021
Q1 		$847K Buy
13,036
+647
+5% +$40.1K 0.01% 827
2020
Q4 		$757K Buy
12,389
+943
+8% +$55K 0.01% 806
2020
Q3 		$658K Sell
11,446
-331
-3% -$18.5K 0.01% 763
2020
Q2 		$643K Buy
11,777
+2,852
+32% +$144K 0.01% 769
2020
Q1 		$357K Buy
8,925
+5,297
+146% +$300K 0.01% 818
2019
Q4 		$231K Buy
+3,628
New +$243K 0.01% 1019

Other funds holding QSR

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
PSCM
Pershing Square Capital Management New York $13.7B AUM 13.45% 1-Year Est. Return
EIG
EdgePoint Investment Group Toronto, Ontario, Canada $12.5B AUM 31.7% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BG
Baupost Group Boston, Massachusetts $5.12B AUM 15.99% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

AE Wealth Management's QSR Position: Q1 2026 in Review

AE Wealth Management increased its Restaurant Brands International (QSR) stake by 1.9% in Q1 2026, buying an estimated $15.3K and bringing the position to 11,844 shares worth $875K. The position accounts for ﹤0.01% of the portfolio, ranked #878.

AE Wealth Management first reported a position in QSR in Q4 2019 and has held it in 20 quarters since. The position peaked at $1.45M in Q4 2023. 545 funds tracked by Wall St. Rank hold QSR as of Q1 2026.

  • AE Wealth Management held 11,844 shares of Restaurant Brands International worth $875K as of Q1 2026.
  • AE Wealth Management bought 218 Restaurant Brands International shares in Q1 2026, an estimated $15.3K.
  • Restaurant Brands International made up ﹤0.01% of AE Wealth Management's portfolio in Q1 2026, its #878 holding.
  • AE Wealth Management first reported a position in Restaurant Brands International in Q4 2019 and has held it in 20 quarters since.
  • AE Wealth Management's Restaurant Brands International position peaked at $1.45M in Q4 2023.
  • 545 funds tracked by Wall St. Rank held Restaurant Brands International as of Q1 2026.

Based on AE Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.