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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Pershing Square Capital Management New York $13.7B AUM 13.45% 1-Year Est. Return

Royal Bank of Canada

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

Capital Research Global Investors

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

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

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

Fidelity Investments

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

Bank of Montreal

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

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

Fidelity International

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return