Beacon Financial Advisory’s Restaurant Brands International QSR Stock Holding History

Beacon Financial Advisory’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
2022 Q3	–	Sell	-4,329	Closed	-$217K	–	211
2022 Q2	$217K	Hold	4,329	–	–	0.12%	201
2022 Q1	$253K	Hold	4,329	–	–	0.12%	200
2021 Q4	$263K	Hold	4,329	–	–	0.12%	199
2021 Q3	$265K	Hold	4,329	–	–	0.14%	184
2021 Q2	$279K	Hold	4,329	–	–	0.15%	172
2021 Q1	$281K	Buy	4,329 +417	+11%	+$25.8K	0.16%	162
2020 Q4	$239K	Hold	3,912	–	–	0.16%	169
2020 Q3	$224K	Hold	3,912	–	–	0.19%	153
2020 Q2	$213K	Buy	+3,912	New	+$197K	0.23%	127
2020 Q1	–	Sell	-3,912	Closed	-$249K	–	161
2019 Q4	$249K	Buy	+3,912	New	+$262K	0.21%	131

Other funds holding QSR

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

PSCM

Pershing Square Capital Management New York $19.5B AUM 2.08% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

EIG

EdgePoint Investment Group Toronto, Ontario, Canada $13.2B AUM 32.43% 1-Year Est. Return

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

JFL

Jarislowsky, Fraser Ltd Montreal, Quebec, Canada $18.2B AUM 22.04% 1-Year Est. Return

BGC

Beutel, Goodman & Co Toronto, Ontario, Canada $13.6B AUM 17.82% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Beacon Financial Advisory's QSR Position: Q3 2022 in Review

Beacon Financial Advisory sold out of Restaurant Brands International (QSR) in Q3 2022, closing a stake of 4,329 shares — an estimated $217K sold.

Beacon Financial Advisory first reported a position in QSR in Q4 2019 and held it in 10 quarters. The position peaked at $281K in Q1 2021. 396 funds tracked by Wall St. Rank hold QSR as of Q3 2022.

Beacon Financial Advisory reported no remaining Restaurant Brands International position as of Q3 2022 after selling out during the quarter.
Beacon Financial Advisory sold 4,329 Restaurant Brands International shares in Q3 2022, an estimated $217K.
Beacon Financial Advisory first reported a position in Restaurant Brands International in Q4 2019 and held it in 10 quarters.
Beacon Financial Advisory's Restaurant Brands International position peaked at $281K in Q1 2021.
396 funds tracked by Wall St. Rank held Restaurant Brands International as of Q3 2022.

Based on Beacon Financial Advisory's 13F filing for Q3 2022, filed 21 Oct 2022.