Avantax Advisory Services’s Restaurant Brands International QSR Stock Holding History

Avantax Advisory Services’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
2025 Q2	$252K	Buy	3,808 +752	+25%	+$50.2K	﹤0.01%	2047
2025 Q1	$204K	Buy	+3,056	New	+$197K	﹤0.01%	2098
2023 Q4	–	Sell	-3,258	Closed	-$217K	–	1654
2023 Q3	$217K	Sell	3,258 -273	-8%	-$19.6K	﹤0.01%	1384
2023 Q2	$274K	Buy	3,531 +107	+3%	+$7.72K	﹤0.01%	1230
2023 Q1	$230K	Sell	3,424 -551	-14%	-$35.9K	﹤0.01%	1292
2022 Q4	$257K	Buy	3,975 +59	+2%	+$3.63K	﹤0.01%	1186
2022 Q3	$208K	Buy	+3,916	New	+$221K	﹤0.01%	1199
2022 Q2	–	Sell	-3,568	Closed	-$211K	–	1372
2022 Q1	$211K	Buy	3,568 +222	+7%	+$12.6K	﹤0.01%	1172
2021 Q4	$203K	Buy	+3,346	New	+$197K	﹤0.01%	1165

Other funds holding QSR

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

EIG

EdgePoint Investment Group Toronto, Ontario, Canada $12.5B AUM 31.7% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

Avantax Advisory Services's QSR Position: Q2 2025 in Review

Avantax Advisory Services increased its Restaurant Brands International (QSR) stake by 25% in Q2 2025, buying an estimated $50.2K and bringing the position to 3,808 shares worth $252K. The position accounts for ﹤0.01% of the portfolio, ranked #2047.

Avantax Advisory Services first reported a position in QSR in Q4 2021 and has held it in 9 quarters since. The position peaked at $274K in Q2 2023. 453 funds tracked by Wall St. Rank hold QSR as of Q2 2025.

Avantax Advisory Services held 3,808 shares of Restaurant Brands International worth $252K as of Q2 2025.
Avantax Advisory Services bought 752 Restaurant Brands International shares in Q2 2025, an estimated $50.2K.
Restaurant Brands International made up ﹤0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #2047 holding.
Avantax Advisory Services first reported a position in Restaurant Brands International in Q4 2021 and has held it in 9 quarters since.
Avantax Advisory Services's Restaurant Brands International position peaked at $274K in Q2 2023.
453 funds tracked by Wall St. Rank held Restaurant Brands International as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.