Carson Wealth (CWM LLC)’s Restaurant Brands International QSR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $270K | Sell |
3,653
-3,220
| -47% | -$226K | ﹤0.01% | 2467 |
|
|
2025
Q4 | $469K | Buy |
6,873
+4,310
| +168% | +$297K | ﹤0.01% | 1962 |
|
|
2025
Q3 | $164K | Buy |
2,563
+995
| +63% | +$65.5K | ﹤0.01% | 2597 |
|
|
2025
Q2 | $104K | Sell |
1,568
-238
| -13% | -$15.9K | ﹤0.01% | 2686 |
|
|
2025
Q1 | $120K | Sell |
1,806
-88
| -5% | -$5.67K | ﹤0.01% | 2270 |
|
|
2024
Q4 | $123K | Sell |
1,894
-141
| -7% | -$9.78K | ﹤0.01% | 2155 |
|
|
2024
Q3 | $147K | Sell |
2,035
-188
| -8% | -$13.2K | ﹤0.01% | 1941 |
|
|
2024
Q2 | $156K | Sell |
2,223
-60
| -3% | -$4.29K | ﹤0.01% | 1721 |
|
|
2024
Q1 | $181K | Buy |
2,283
+548
| +32% | +$42.7K | ﹤0.01% | 1562 |
|
|
2023
Q4 | $136K | Buy |
1,735
+433
| +33% | +$30.1K | ﹤0.01% | 1595 |
|
|
2023
Q3 | $87K | Buy |
1,302
+46
| +4% | +$3.3K | ﹤0.01% | 1721 |
|
|
2023
Q2 | $97K | Buy |
1,256
+147
| +13% | +$10.6K | ﹤0.01% | 1588 |
|
|
2023
Q1 | $74K | Buy |
1,109
+219
| +25% | +$14.3K | ﹤0.01% | 1653 |
|
|
2022
Q4 | $58K | Sell |
890
-313
| -26% | -$19.2K | ﹤0.01% | 1654 |
|
|
2022
Q3 | $64K | Buy |
1,203
+134
| +13% | +$7.57K | ﹤0.01% | 1553 |
|
|
2022
Q2 | $54K | Buy |
1,069
+185
| +21% | +$9.9K | ﹤0.01% | 1601 |
|
|
2022
Q1 | $52K | Buy |
884
+69
| +8% | +$3.92K | ﹤0.01% | 1595 |
|
|
2021
Q4 | $49K | Buy |
+815
| New | +$48K | ﹤0.01% | 1575 |
|
|
2021
Q2 | $51K | Hold |
790
| – | – | ﹤0.01% | 1391 |
|
|
2021
Q1 | $51K | Hold |
790
| – | – | ﹤0.01% | 1391 |
|
|
2020
Q4 | $51K | Hold |
790
| – | – | ﹤0.01% | 1391 |
|
|
2020
Q3 | $51K | Hold |
790
| – | – | ﹤0.01% | 1391 |
|
|
2020
Q2 | $51K | Hold |
790
| – | – | ﹤0.01% | 1391 |
|
|
2020
Q1 | $51K | Hold |
790
| – | – | ﹤0.01% | 1391 |
|
|
2019
Q4 | $51K | Hold |
790
| – | – | ﹤0.01% | 1391 |
|
|
2019
Q3 | $51K | Hold |
790
| – | – | ﹤0.01% | 1391 |
|
|
2019
Q2 | $51K | Hold |
790
| – | – | ﹤0.01% | 1391 |
|
|
2019
Q1 | $51K | Buy |
790
+525
| +198% | +$32.3K | ﹤0.01% | 1391 |
|
|
2018
Q4 | $14K | Hold |
265
| – | – | ﹤0.01% | 1234 |
|
|
2018
Q3 | $16K | Hold |
265
| – | – | ﹤0.01% | 1016 |
|
|
2018
Q2 | $16K | Hold |
265
| – | – | ﹤0.01% | 887 |
|
|
2018
Q1 | $15K | Hold |
265
| – | – | ﹤0.01% | 769 |
|
|
2017
Q4 | $16K | Sell |
265
-76
| -22% | -$4.88K | ﹤0.01% | 752 |
|
|
2017
Q3 | $22K | Buy |
341
+76
| +29% | +$4.7K | ﹤0.01% | 686 |
|
|
2017
Q2 | $17K | Hold |
265
| – | – | ﹤0.01% | 668 |
|
|
2017
Q1 | $15K | Hold |
265
| – | – | ﹤0.01% | 670 |
|
|
2016
Q4 | $13K | Hold |
265
| – | – | ﹤0.01% | 686 |
|
|
2016
Q3 | $12K | Buy |
+265
| New | +$12K | ﹤0.01% | 661 |
|
Other funds holding QSR
PSCM
EIG
BG
Carson Wealth (CWM LLC)'s QSR Position: Q1 2026 in Review
Carson Wealth (CWM LLC) reduced its Restaurant Brands International (QSR) stake by 47% in Q1 2026, selling an estimated $226K and leaving 3,653 shares worth $270K. The position accounts for ﹤0.01% of the portfolio, ranked #2467.
Carson Wealth (CWM LLC) first reported a position in QSR in Q3 2016 and has held it in 38 quarters since. The position peaked at $469K in Q4 2025. 548 funds tracked by Wall St. Rank hold QSR as of Q1 2026.
- Carson Wealth (CWM LLC) held 3,653 shares of Restaurant Brands International worth $270K as of Q1 2026.
- Carson Wealth (CWM LLC) sold 3,220 Restaurant Brands International shares in Q1 2026, an estimated $226K.
- Restaurant Brands International made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #2467 holding.
- Carson Wealth (CWM LLC) first reported a position in Restaurant Brands International in Q3 2016 and has held it in 38 quarters since.
- Carson Wealth (CWM LLC)'s Restaurant Brands International position peaked at $469K in Q4 2025.
- 548 funds tracked by Wall St. Rank held Restaurant Brands International as of Q1 2026.
Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.