Marshall Financial Group (Maryland)’s Restaurant Brands International QSR Stock Holding History

Marshall Financial Group (Maryland)’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 Q2	–	Sell	-23,933	Closed	-$1.9M	–	189
2024 Q1	$1.9M	Buy	23,933 +1,081	+5%	+$84.3K	0.55%	50
2023 Q4	$1.79M	Buy	22,852 +1,662	+8%	+$116K	0.58%	48
2023 Q3	$1.41M	Sell	21,190 -104	-0.5%	-$7.47K	0.51%	55
2023 Q2	$1.65M	Buy	21,294 +5,597	+36%	+$404K	0.56%	48
2023 Q1	$1.05M	Buy	+15,697	New	+$1.02M	0.38%	63
2021 Q4	–	Sell	-3,700	Closed	-$226K	–	227
2021 Q3	$226K	Sell	3,700 -605	-14%	-$38.8K	0.12%	160
2021 Q2	$277K	Hold	4,305	–	–	0.15%	152
2021 Q1	$280K	Buy	+4,305	New	+$267K	0.17%	117

Other funds holding QSR

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

PSCM

Pershing Square Capital Management New York $19.5B AUM 2.08% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

EIG

EdgePoint Investment Group Toronto, Ontario, Canada $13.2B AUM 32.43% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

JFL

Jarislowsky, Fraser Ltd Montreal, Quebec, Canada $18.2B AUM 22.04% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Marshall Financial Group (Maryland)'s QSR Position: Q2 2024 in Review

Marshall Financial Group (Maryland) sold out of Restaurant Brands International (QSR) in Q2 2024, closing a stake of 23,933 shares — an estimated $1.9M sold.

Marshall Financial Group (Maryland) first reported a position in QSR in Q1 2021 and held it in 8 quarters. The position peaked at $1.9M in Q1 2024. 445 funds tracked by Wall St. Rank hold QSR as of Q2 2024.

Marshall Financial Group (Maryland) reported no remaining Restaurant Brands International position as of Q2 2024 after selling out during the quarter.
Marshall Financial Group (Maryland) sold 23,933 Restaurant Brands International shares in Q2 2024, an estimated $1.9M.
Marshall Financial Group (Maryland) first reported a position in Restaurant Brands International in Q1 2021 and held it in 8 quarters.
Marshall Financial Group (Maryland)'s Restaurant Brands International position peaked at $1.9M in Q1 2024.
445 funds tracked by Wall St. Rank held Restaurant Brands International as of Q2 2024.

Based on Marshall Financial Group (Maryland)'s 13F filing for Q2 2024, filed 19 Jul 2024.