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Everhart Financial Group’s Restaurant Brands International QSR Stock Holding History

Everhart Financial Group’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
Q3 		$210K Sell
2,949
-6
-0.2% -$452 0.01% 456
2026
Q2 		$214K Buy
2,955
+21
+0.7% +$1.6K 0.01% 444
2026
Q1 		$217K Buy
+2,934
New +$206K 0.02% 432

Other funds holding QSR

MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
CPBTD
Central Pacific Bank - Trust Division Honolulu, Hawaii $952M AUM 25.15% 1-Year Est. Return
DCM
Dorato Capital Management Denver, Colorado $150M AUM 18.53% 1-Year Est. Return
LWAM
Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 31.62% 1-Year Est. Return
MWM
Meadowbrook Wealth Management Garden City, New York $95.4M AUM 31.96% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
BAM
Byrne Asset Management Kingston, New Jersey $179M AUM 29.67% 1-Year Est. Return
MHR
Matthew Hamilton Rosenberg $558M AUM 12.28% 1-Year Est. Return

Everhart Financial Group's QSR Position: Q3 2026 in Review

Everhart Financial Group reduced its Restaurant Brands International (QSR) stake by 0.2% in Q3 2026, selling an estimated $452 and leaving 2,949 shares worth $210K. The position accounts for 0.01% of the portfolio, ranked #456.

Everhart Financial Group first reported a position in QSR in Q1 2026 and has held it in 3 quarters since. The position peaked at $217K in Q1 2026. 17 funds tracked by Wall St. Rank hold QSR as of Q3 2026.

  • Everhart Financial Group held 2,949 shares of Restaurant Brands International worth $210K as of Q3 2026.
  • Everhart Financial Group sold 6 Restaurant Brands International shares in Q3 2026, an estimated $452.
  • Restaurant Brands International made up 0.01% of Everhart Financial Group's portfolio in Q3 2026, its #456 holding.
  • Everhart Financial Group first reported a position in Restaurant Brands International in Q1 2026 and has held it in 3 quarters since.
  • Everhart Financial Group's Restaurant Brands International position peaked at $217K in Q1 2026.
  • 17 funds tracked by Wall St. Rank held Restaurant Brands International as of Q3 2026.

Based on Everhart Financial Group's 13F filing for Q3 2026, filed 8 Oct 2026.