Forum Financial Management’s Restaurant Brands International QSR Stock Holding History

Forum Financial Management’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
2024 Q4	–	Sell	-3,033	Closed	-$219K	–	955
2024 Q3	$219K	Hold	3,033	–	–	﹤0.01%	678
2024 Q2	$213K	Hold	3,033	–	–	﹤0.01%	649
2024 Q1	$241K	Hold	3,033	–	–	﹤0.01%	612
2023 Q4	$237K	Hold	3,033	–	–	﹤0.01%	567
2023 Q3	$202K	Hold	3,033	–	–	﹤0.01%	595
2023 Q2	$235K	Buy	3,033 +50	+2%	+$3.61K	0.01%	536
2023 Q1	$200K	Buy	+2,983	New	+$194K	0.01%	576

Other funds holding QSR

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 Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

Forum Financial Management's QSR Position: Q4 2024 in Review

Forum Financial Management sold out of Restaurant Brands International (QSR) in Q4 2024, closing a stake of 3,033 shares — an estimated $219K sold.

Forum Financial Management first reported a position in QSR in Q1 2023 and held it in 7 quarters. The position peaked at $241K in Q1 2024. 448 funds tracked by Wall St. Rank hold QSR as of Q4 2024.

Forum Financial Management reported no remaining Restaurant Brands International position as of Q4 2024 after selling out during the quarter.
Forum Financial Management sold 3,033 Restaurant Brands International shares in Q4 2024, an estimated $219K.
Forum Financial Management first reported a position in Restaurant Brands International in Q1 2023 and held it in 7 quarters.
Forum Financial Management's Restaurant Brands International position peaked at $241K in Q1 2024.
448 funds tracked by Wall St. Rank held Restaurant Brands International as of Q4 2024.

Based on Forum Financial Management's 13F filing for Q4 2024, filed 13 Feb 2025.