Creative Planning
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Creative Planning’s Restaurant Brands International QSR Stock Holding History

Creative Planning’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 		$4.44M Sell
60,136
-508
-0.8% -$35.7K ﹤0.01% 1297
2025
Q4 		$4.14M Buy
60,644
+3,174
+6% +$219K ﹤0.01% 1145
2025
Q3 		$3.69M Buy
57,470
+591
+1% +$38.9K ﹤0.01% 1065
2025
Q2 		$3.77M Sell
56,879
-2,587
-4% -$173K ﹤0.01% 902
2025
Q1 		$3.96M Sell
59,466
-1,705
-3% -$110K ﹤0.01% 804
2024
Q4 		$3.99M Buy
61,171
+32
+0.1% +$2.22K ﹤0.01% 750
2024
Q3 		$4.41M Sell
61,139
-901
-1% -$63.3K ﹤0.01% 683
2024
Q2 		$4.37M Buy
62,040
+759
+1% +$54.2K ﹤0.01% 674
2024
Q1 		$4.87M Sell
61,281
-258
-0.4% -$20.1K 0.01% 608
2023
Q4 		$4.81M Buy
61,539
+4,385
+8% +$305K 0.01% 576
2023
Q3 		$3.81M Buy
57,154
+2,530
+5% +$182K 0.01% 610
2023
Q2 		$4.23M Buy
54,624
+5,370
+11% +$388K 0.01% 570
2023
Q1 		$3.31M Buy
49,254
+1,703
+4% +$111K ﹤0.01% 615
2022
Q4 		$3.08M Buy
47,551
+482
+1% +$29.6K ﹤0.01% 609
2022
Q3 		$2.5M Buy
47,069
+1,505
+3% +$85K ﹤0.01% 618
2022
Q2 		$2.29M Buy
45,564
+1,586
+4% +$84.8K ﹤0.01% 674
2022
Q1 		$2.57M Buy
43,978
+106
+0.2% +$6.03K ﹤0.01% 648
2021
Q4 		$2.66M Sell
43,872
-150
-0.3% -$8.84K ﹤0.01% 605
2021
Q3 		$2.69M Sell
44,022
-416
-0.9% -$26.7K ﹤0.01% 590
2021
Q2 		$2.86M Sell
44,438
-63
-0.1% -$4.24K 0.01% 559
2021
Q1 		$2.89M Buy
44,501
+332
+0.8% +$20.6K 0.01% 576
2020
Q4 		$2.7M Buy
44,169
+18
+0% +$1.05K 0.01% 560
2020
Q3 		$2.54M Buy
44,151
+225
+0.5% +$12.5K 0.01% 481
2020
Q2 		$2.4M Sell
43,926
-247
-0.6% -$12.5K 0.01% 443
2020
Q1 		$1.77M Sell
44,173
-567
-1% -$32.1K 0.01% 464
2019
Q4 		$2.85M Buy
44,740
+430
+1% +$28.8K 0.01% 411
2019
Q3 		$3.15M Buy
44,310
+141
+0.3% +$10.4K 0.01% 384
2019
Q2 		$3.07M Buy
44,169
+230
+0.5% +$15.4K 0.01% 382
2019
Q1 		$2.86M Sell
43,939
-712
-2% -$43.7K 0.01% 373
2018
Q4 		$2.33M Buy
44,651
+199
+0.4% +$11.1K 0.01% 394
2018
Q3 		$2.63M Buy
44,452
+493
+1% +$30K 0.01% 409
2018
Q2 		$2.65M Buy
43,959
+723
+2% +$41.4K 0.01% 406
2018
Q1 		$2.46M Buy
43,236
+10
+0% +$594 0.01% 412
2017
Q4 		$2.66M Buy
43,226
+258
+0.6% +$16.5K 0.01% 392
2017
Q3 		$2.75M Sell
42,968
-91
-0.2% -$5.63K 0.01% 373
2017
Q2 		$2.69M Buy
43,059
+40,958
+1,949% +$2.41M 0.01% 354
2017
Q1 		$117K Buy
2,101
+108
+5% +$5.65K ﹤0.01% 1850
2016
Q4 		$95K Buy
1,993
+1,047
+111% +$48.3K ﹤0.01% 1909
2016
Q3 		$42K Buy
946
+247
+35% +$11.2K ﹤0.01% 2507
2016
Q2 		$29K Sell
699
-285
-29% -$11.8K ﹤0.01% 2524
2016
Q1 		$38K Buy
984
+271
+38% +$9.43K ﹤0.01% 2289
2015
Q4 		$27K Sell
713
-2,838
-80% -$104K ﹤0.01% 2620
2015
Q3 		$128K Buy
+3,551
New +$141K ﹤0.01% 1443
2015
Q2 		– Sell
-3,612
Closed -$139K – 2553
2015
Q1 		$139K Sell
3,612
-1,078
-23% -$43K ﹤0.01% 1389
2014
Q4 		$183K Buy
+4,690
New +$180K ﹤0.01% 1199

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

Creative Planning's QSR Position: Q1 2026 in Review

Creative Planning reduced its Restaurant Brands International (QSR) stake by 0.84% in Q1 2026, selling an estimated $35.7K and leaving 60,136 shares worth $4.44M. The position accounts for ﹤0.01% of the portfolio, ranked #1297.

Creative Planning first reported a position in QSR in Q4 2014 and has held it in 45 quarters since. The position peaked at $4.87M in Q1 2024. 545 funds tracked by Wall St. Rank hold QSR as of Q1 2026.

  • Creative Planning held 60,136 shares of Restaurant Brands International worth $4.44M as of Q1 2026.
  • Creative Planning sold 508 Restaurant Brands International shares in Q1 2026, an estimated $35.7K.
  • Restaurant Brands International made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #1297 holding.
  • Creative Planning first reported a position in Restaurant Brands International in Q4 2014 and has held it in 45 quarters since.
  • Creative Planning's Restaurant Brands International position peaked at $4.87M in Q1 2024.
  • 545 funds tracked by Wall St. Rank held Restaurant Brands International as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.