MIC Capital Management (UK)’s Restaurant Brands International QSR Stock Holding History

MIC Capital Management (UK)’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	$28.5M	Hold	386,203	–	–	8.1%	5
2025 Q4	$26.4M	Hold	386,203	–	–	5.97%	6
2025 Q3	$24.8M	Hold	386,203	–	–	4.95%	7
2025 Q2	$25.6M	Hold	386,203	–	–	5.03%	5
2025 Q1	$25.7M	Hold	386,203	–	–	5.24%	5
2024 Q4	$25.2M	Hold	386,203	–	–	3.56%	6
2024 Q3	$27.9M	Hold	386,203	–	–	3.87%	6
2024 Q2	$27.2M	Hold	386,203	–	–	5.91%	5
2024 Q1	$30.7M	Hold	386,203	–	–	5.83%	4
2023 Q4	$30.2M	Hold	386,203	–	–	5.85%	4
2023 Q3	$25.7M	Hold	386,203	–	–	5.86%	4
2023 Q2	$29.9M	Hold	386,203	–	–	6.09%	3
2023 Q1	$25.9M	Hold	386,203	–	–	4.95%	5
2022 Q4	$25M	Hold	386,203	–	–	4.93%	4
2022 Q3	$20.5M	Sell	386,203 -67,800	-15%	-$3.83M	3.7%	9
2022 Q2	$22.8M	Sell	454,003 -218,995	-33%	-$11.7M	4.45%	5
2022 Q1	$39.3M	Hold	672,998	–	–	7.65%	5
2021 Q4	$40.8M	Buy	+672,998	New	+$39.7M	7.81%	5

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

MIC Capital Management (UK)'s QSR Position: Q1 2026 in Review

MIC Capital Management (UK) held its Restaurant Brands International (QSR) position steady in Q1 2026 at 386,203 shares worth $28.5M. The position accounts for 8.1% of the portfolio, ranked #5.

MIC Capital Management (UK) first reported a position in QSR in Q4 2021 and has held it in 18 quarters since. The position peaked at $40.8M in Q4 2021. 545 funds tracked by Wall St. Rank hold QSR as of Q1 2026.

MIC Capital Management (UK) held 386,203 shares of Restaurant Brands International worth $28.5M as of Q1 2026.
MIC Capital Management (UK) left its Restaurant Brands International share count unchanged in Q1 2026.
Restaurant Brands International made up 8.1% of MIC Capital Management (UK)'s portfolio in Q1 2026, its #5 holding.
MIC Capital Management (UK) first reported a position in Restaurant Brands International in Q4 2021 and has held it in 18 quarters since.
MIC Capital Management (UK)'s Restaurant Brands International position peaked at $40.8M in Q4 2021.
545 funds tracked by Wall St. Rank held Restaurant Brands International as of Q1 2026.

Based on MIC Capital Management (UK)'s 13F filing for Q1 2026, filed 13 May 2026.