CoreCap Advisors’s Restaurant Brands International QSR Stock Holding History

CoreCap Advisors’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	$33.7K	Buy	465 +350	+304%	+$26.6K	﹤0.01%	1590
2026 Q1	$8.5K	Buy	115 +2	+2%	+$140	﹤0.01%	2003
2025 Q4	$7.71K	Hold	113	–	–	﹤0.01%	2058
2025 Q3	$7.25K	Buy	113 +50	+79%	+$3.29K	﹤0.01%	2071
2025 Q2	$4.18K	Sell	63 -78	-55%	-$5.21K	﹤0.01%	2153
2025 Q1	$9.4K	Buy	141 +78	+124%	+$5.03K	﹤0.01%	1840
2024 Q4	$4.11K	Hold	63	–	–	﹤0.01%	2016
2024 Q3	$4.54K	Hold	63	–	–	﹤0.01%	1999
2024 Q2	$4.43K	Hold	63	–	–	﹤0.01%	1190
2024 Q1	$5K	Buy	+63	New	+$4.91K	﹤0.01%	1923
2022 Q4	$4.07K	Buy	+63	New	+$3.87K	﹤0.01%	1802
2022 Q3	–	Sell	-63	Closed	-$3K	–	1710
2022 Q2	$3K	Buy	+63	New	+$3.37K	﹤0.01%	1808
2022 Q1	–	Sell	-63	Closed	-$4K	–	1709
2021 Q4	$4K	Buy	+63	New	+$3.71K	﹤0.01%	1818

Other funds holding QSR

Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return

Addenda Capital Montreal, Quebec, Canada $3.68B AUM 32.88% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Baskin Financial Services Toronto, Ontario, Canada $1.27B AUM 9.68% 1-Year Est. Return

PensionDanmark Copenhagen O, Denmark $12B AUM

Aspire Private Capital Cornelius, North Carolina $484M AUM 17.28% 1-Year Est. Return

Hilltop National Bank Casper, Wyoming $468M AUM 36.09% 1-Year Est. Return

Central Pacific Bank - Trust Division Honolulu, Hawaii $984M AUM 34.19% 1-Year Est. Return

Dorato Capital Management Denver, Colorado $147M AUM

Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return