LWAM
QSR icon

Legacy Wealth Asset Management’s Restaurant Brands International QSR Stock Holding History

Legacy Wealth Asset 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
2026
Q3 		$586K Buy
8,250
+64
+0.8% +$4.82K 0.13% 235
2026
Q2 		$594K Buy
8,186
+19
+0.2% +$1.45K 0.13% 236
2026
Q1 		$604K Buy
8,167
+138
+2% +$9.69K 0.15% 231
2025
Q4 		$548K Buy
8,029
+161
+2% +$11.1K 0.13% 243
2025
Q3 		$505K Buy
7,868
+192
+3% +$12.6K 0.12% 252
2025
Q2 		$509K Buy
7,676
+133
+2% +$8.88K 0.13% 248
2025
Q1 		$503K Buy
7,543
+70
+0.9% +$4.51K 0.14% 244
2024
Q4 		$487K Buy
7,473
+62
+0.8% +$4.3K 0.13% 245
2024
Q3 		$534K Buy
7,411
+49
+0.7% +$3.44K 0.14% 233
2024
Q2 		$518K Buy
7,362
+253
+4% +$18.1K 0.15% 221
2024
Q1 		$565K Sell
7,109
-55
-0.8% -$4.29K 0.16% 207
2023
Q4 		$560K Buy
7,164
+94
+1% +$6.54K 0.18% 198
2023
Q3 		$471K Sell
7,070
-1,243
-15% -$89.3K 0.17% 209
2023
Q2 		$644K Sell
8,313
-363
-4% -$26.2K 0.23% 146
2023
Q1 		$583K Sell
8,676
-39
-0.4% -$2.54K 0.21% 162
2022
Q4 		$564K Sell
8,715
-348
-4% -$21.4K 0.21% 158
2022
Q3 		$482K Buy
+9,063
New +$512K 0.21% 168

Other funds holding QSR

AC
Addenda Capital Montreal, Quebec, Canada $3.78B AUM 23.53% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
NPA
Nichols & Pratt Advisers Boston, Massachusetts $1.68B AUM 20.22% 1-Year Est. Return
GIA
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 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
AF
Avanza Fonder Stockholm, Sweden $5.23B AUM 33.79% 1-Year Est. Return
CIG
Cullen Investment Group Lafayette, Louisiana $857M AUM 24.97% 1-Year Est. Return
MWM
Meadowbrook Wealth Management Garden City, New York $95.4M AUM 31.96% 1-Year Est. Return

Legacy Wealth Asset Management's QSR Position: Q3 2026 in Review

Legacy Wealth Asset Management increased its Restaurant Brands International (QSR) stake by 0.78% in Q3 2026, buying an estimated $4.82K and bringing the position to 8,250 shares worth $586K. The position accounts for 0.13% of the portfolio, ranked #235.

Legacy Wealth Asset Management first reported a position in QSR in Q3 2022 and has held it in 17 quarters since. The position peaked at $644K in Q2 2023. 27 funds tracked by Wall St. Rank hold QSR as of Q3 2026.

  • Legacy Wealth Asset Management held 8,250 shares of Restaurant Brands International worth $586K as of Q3 2026.
  • Legacy Wealth Asset Management bought 64 Restaurant Brands International shares in Q3 2026, an estimated $4.82K.
  • Restaurant Brands International made up 0.13% of Legacy Wealth Asset Management's portfolio in Q3 2026, its #235 holding.
  • Legacy Wealth Asset Management first reported a position in Restaurant Brands International in Q3 2022 and has held it in 17 quarters since.
  • Legacy Wealth Asset Management's Restaurant Brands International position peaked at $644K in Q2 2023.
  • 27 funds tracked by Wall St. Rank held Restaurant Brands International as of Q3 2026.

Based on Legacy Wealth Asset Management's 13F filing for Q3 2026, filed 9 Oct 2026.