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Compass Planning Associates’s Restaurant Brands International QSR Stock Holding History

Compass Planning Associates’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
2025
Q2 		– Sell
-82
Closed -$5.49K – 129
2025
Q1 		$5.49K Hold
82
– – 0.01% 113
2024
Q4 		$5.37K Buy
+82
New +$5.69K 0.01% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
EIG
EdgePoint Investment Group Toronto, Ontario, Canada $12.5B AUM 31.7% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

Compass Planning Associates's QSR Position: Q2 2025 in Review

Compass Planning Associates sold out of Restaurant Brands International (QSR) in Q2 2025, closing a stake of 82 shares — an estimated $5.49K sold.

Compass Planning Associates first reported a position in QSR in Q4 2024 and held it in 2 quarters. The position peaked at $5.49K in Q1 2025. 452 funds tracked by Wall St. Rank hold QSR as of Q2 2025.

  • Compass Planning Associates reported no remaining Restaurant Brands International position as of Q2 2025 after selling out during the quarter.
  • Compass Planning Associates sold 82 Restaurant Brands International shares in Q2 2025, an estimated $5.49K.
  • Compass Planning Associates first reported a position in Restaurant Brands International in Q4 2024 and held it in 2 quarters.
  • Compass Planning Associates's Restaurant Brands International position peaked at $5.49K in Q1 2025.
  • 452 funds tracked by Wall St. Rank held Restaurant Brands International as of Q2 2025.

Based on Compass Planning Associates's 13F filing for Q2 2025, filed 21 Jul 2025.