GoalVest Advisory’s Restaurant Brands International QSR Stock Holding History

GoalVest Advisory’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	–	Sell	-95	Closed	-$6.48K	–	530
2025 Q4	$6.48K	Buy	+95	New	+$6.55K	﹤0.01%	452
2023 Q1	–	Sell	-464	Closed	-$30K	–	290
2022 Q4	$30K	Hold	464	–	–	0.02%	137
2022 Q3	$25K	Hold	464	–	–	0.02%	139
2022 Q2	$24K	Sell	464 -7,070	-94%	-$378K	0.02%	207
2022 Q1	$440K	Buy	+7,534	New	+$429K	0.25%	93
2021 Q2	$665K	Sell	10,317 -3,379	-25%	-$228K	0.41%	69
2021 Q1	$890K	Buy	+13,696	New	+$849K	0.66%	48

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

EIG

EdgePoint Investment Group Toronto, Ontario, Canada $12.5B AUM 31.7% 1-Year Est. Return

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

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

Baupost Group Boston, Massachusetts $5.12B AUM 15.99% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

GoalVest Advisory's QSR Position: Q1 2026 in Review

GoalVest Advisory sold out of Restaurant Brands International (QSR) in Q1 2026, closing a stake of 95 shares — an estimated $6.48K sold.

GoalVest Advisory first reported a position in QSR in Q1 2021 and held it in 7 quarters. The position peaked at $890K in Q1 2021. 545 funds tracked by Wall St. Rank hold QSR as of Q1 2026.

GoalVest Advisory reported no remaining Restaurant Brands International position as of Q1 2026 after selling out during the quarter.
GoalVest Advisory sold 95 Restaurant Brands International shares in Q1 2026, an estimated $6.48K.
GoalVest Advisory first reported a position in Restaurant Brands International in Q1 2021 and held it in 7 quarters.
GoalVest Advisory's Restaurant Brands International position peaked at $890K in Q1 2021.
545 funds tracked by Wall St. Rank held Restaurant Brands International as of Q1 2026.

Based on GoalVest Advisory's 13F filing for Q1 2026, filed 13 Apr 2026.