BWM
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BKM Wealth Management’s Restaurant Brands International QSR Stock Holding History

BKM 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
Q2 		$560K Sell
7,729
-509
-6% -$38.8K 0.2% 99
2026
Q1 		$609K Sell
8,238
-961
-10% -$67.5K 0.22% 96
2025
Q4 		$628K Buy
9,199
+92
+1% +$6.34K 0.23% 92
2025
Q3 		$584K Sell
9,107
-57
-0.6% -$3.75K 0.22% 97
2025
Q2 		$607K Sell
9,164
-228
-2% -$15.2K 0.24% 99
2025
Q1 		$626K Buy
9,392
+1,054
+13% +$68K 0.26% 91
2024
Q4 		$543K Buy
8,338
+261
+3% +$18.1K 0.22% 101
2024
Q3 		$583K Buy
8,077
+1,092
+16% +$76.7K 0.24% 106
2024
Q2 		$498K Buy
6,985
+1,245
+22% +$88.9K 0.24% 108
2024
Q1 		$456K Buy
5,740
+1,089
+23% +$84.9K 0.2% 115
2023
Q4 		$363K Buy
+4,651
New +$324K 0.15% 116

Other funds holding QSR

Capital World Investors
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
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
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
BG
Baupost Group Boston, Massachusetts $5.42B AUM 22.93% 1-Year Est. Return

BKM Wealth Management's QSR Position: Q2 2026 in Review

BKM Wealth Management reduced its Restaurant Brands International (QSR) stake by 6.2% in Q2 2026, selling an estimated $38.8K and leaving 7,729 shares worth $560K. The position accounts for 0.2% of the portfolio, ranked #99.

BKM Wealth Management first reported a position in QSR in Q4 2023 and has held it in 11 quarters since. The position peaked at $628K in Q4 2025. 578 funds tracked by Wall St. Rank hold QSR as of Q2 2026.

  • BKM Wealth Management held 7,729 shares of Restaurant Brands International worth $560K as of Q2 2026.
  • BKM Wealth Management sold 509 Restaurant Brands International shares in Q2 2026, an estimated $38.8K.
  • Restaurant Brands International made up 0.2% of BKM Wealth Management's portfolio in Q2 2026, its #99 holding.
  • BKM Wealth Management first reported a position in Restaurant Brands International in Q4 2023 and has held it in 11 quarters since.
  • BKM Wealth Management's Restaurant Brands International position peaked at $628K in Q4 2025.
  • 578 funds tracked by Wall St. Rank held Restaurant Brands International as of Q2 2026.

Based on BKM Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.