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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
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 $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

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

BKM Wealth Management reduced its Restaurant Brands International (QSR) stake by 10% in Q1 2026, selling an estimated $67.5K and leaving 8,238 shares worth $609K. The position accounts for 0.22% of the portfolio, ranked #96.

BKM Wealth Management first reported a position in QSR in Q4 2023 and has held it in 10 quarters since. The position peaked at $628K in Q4 2025. 545 funds tracked by Wall St. Rank hold QSR as of Q1 2026.

  • BKM Wealth Management held 8,238 shares of Restaurant Brands International worth $609K as of Q1 2026.
  • BKM Wealth Management sold 961 Restaurant Brands International shares in Q1 2026, an estimated $67.5K.
  • Restaurant Brands International made up 0.22% of BKM Wealth Management's portfolio in Q1 2026, its #96 holding.
  • BKM Wealth Management first reported a position in Restaurant Brands International in Q4 2023 and has held it in 10 quarters since.
  • BKM Wealth Management's Restaurant Brands International position peaked at $628K in Q4 2025.
  • 545 funds tracked by Wall St. Rank held Restaurant Brands International as of Q1 2026.

Based on BKM Wealth Management's 13F filing for Q1 2026, filed 22 Apr 2026.