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EP Wealth Advisors’s Restaurant Brands International QSR Stock Holding History

EP Wealth 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
2025
Q1 		– Sell
-3,426
Closed -$223K – 1357
2024
Q4 		$223K Buy
3,426
+576
+20% +$40K ﹤0.01% 1019
2024
Q3 		$206K Buy
+2,850
New +$200K ﹤0.01% 1032

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
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
JFL
Jarislowsky, Fraser Ltd Montreal, Quebec, Canada $18.2B AUM 22.04% 1-Year Est. Return

EP Wealth Advisors's QSR Position: Q1 2025 in Review

EP Wealth Advisors sold out of Restaurant Brands International (QSR) in Q1 2025, closing a stake of 3,426 shares — an estimated $223K sold.

EP Wealth Advisors first reported a position in QSR in Q3 2024 and held it in 2 quarters. The position peaked at $223K in Q4 2024. 457 funds tracked by Wall St. Rank hold QSR as of Q1 2025.

  • EP Wealth Advisors reported no remaining Restaurant Brands International position as of Q1 2025 after selling out during the quarter.
  • EP Wealth Advisors sold 3,426 Restaurant Brands International shares in Q1 2025, an estimated $223K.
  • EP Wealth Advisors first reported a position in Restaurant Brands International in Q3 2024 and held it in 2 quarters.
  • EP Wealth Advisors's Restaurant Brands International position peaked at $223K in Q4 2024.
  • 457 funds tracked by Wall St. Rank held Restaurant Brands International as of Q1 2025.

Based on EP Wealth Advisors's 13F filing for Q1 2025, filed 15 May 2025.