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PENSION & WEALTH MANAGEMENT ADVISORS, INC.’s Restaurant Brands International QSR Stock Holding History

PENSION & WEALTH MANAGEMENT ADVISORS, INC.’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 		$58.3K Sell
804
-185
-19% -$14.1K 0.02% 302
2026
Q1 		$73.1K Hold
989
– – 0.02% 260
2025
Q4 		$67.5K Hold
989
– – 0.02% 270
2025
Q3 		$63.4K Buy
989
+67
+7% +$4.41K 0.02% 255
2025
Q2 		$61.1K Buy
922
+7
+0.8% +$468 0.02% 252
2025
Q1 		$61K Buy
915
+103
+13% +$6.64K 0.02% 242
2024
Q4 		$52.9K Buy
+812
New +$56.3K 0.02% 254

Other funds holding QSR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
CF
Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
AIMCA
Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada $17.9B AUM 27.57% 1-Year Est. Return
CIBC Asset Management
CIBC Asset Management Toronto, Ontario, Canada $45.6B AUM 44.74% 1-Year Est. Return

PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s QSR Position: Q2 2026 in Review

PENSION & WEALTH MANAGEMENT ADVISORS, INC. reduced its Restaurant Brands International (QSR) stake by 19% in Q2 2026, selling an estimated $14.1K and leaving 804 shares worth $58.3K. The position accounts for 0.02% of the portfolio, ranked #302.

PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in QSR in Q4 2024 and has held it in 7 quarters since. The position peaked at $73.1K in Q1 2026. 267 funds tracked by Wall St. Rank hold QSR as of Q2 2026.

  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. held 804 shares of Restaurant Brands International worth $58.3K as of Q2 2026.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. sold 185 Restaurant Brands International shares in Q2 2026, an estimated $14.1K.
  • Restaurant Brands International made up 0.02% of PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s portfolio in Q2 2026, its #302 holding.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in Restaurant Brands International in Q4 2024 and has held it in 7 quarters since.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s Restaurant Brands International position peaked at $73.1K in Q1 2026.
  • 267 funds tracked by Wall St. Rank held Restaurant Brands International as of Q2 2026.

Based on PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s 13F filing for Q2 2026, filed 7 Aug 2026.