Carmel Capital Partners’s Restaurant Brands International QSR Stock Holding History

Carmel Capital Partners’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
2023 Q4	–	Sell	-2,987	Closed	-$199K	–	562
2023 Q3	$199K	Sell	2,987 -1,191	-29%	-$85.5K	0.09%	149
2023 Q2	$324K	Buy	4,178 +141	+3%	+$10.2K	0.17%	91
2023 Q1	$271K	Buy	+4,037	New	+$263K	0.16%	105

Other funds holding QSR

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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

EIG

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

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

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

JFL

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

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

BGC

Beutel, Goodman & Co Toronto, Ontario, Canada $14.8B AUM 15.12% 1-Year Est. Return

Carmel Capital Partners's QSR Position: Q4 2023 in Review

Carmel Capital Partners sold out of Restaurant Brands International (QSR) in Q4 2023, closing a stake of 2,987 shares — an estimated $199K sold.

Carmel Capital Partners first reported a position in QSR in Q1 2023 and held it in 3 quarters. The position peaked at $324K in Q2 2023. 463 funds tracked by Wall St. Rank hold QSR as of Q4 2023.

Carmel Capital Partners reported no remaining Restaurant Brands International position as of Q4 2023 after selling out during the quarter.
Carmel Capital Partners sold 2,987 Restaurant Brands International shares in Q4 2023, an estimated $199K.
Carmel Capital Partners first reported a position in Restaurant Brands International in Q1 2023 and held it in 3 quarters.
Carmel Capital Partners's Restaurant Brands International position peaked at $324K in Q2 2023.
463 funds tracked by Wall St. Rank held Restaurant Brands International as of Q4 2023.

Based on Carmel Capital Partners's 13F filing for Q4 2023, filed 1 Feb 2024.