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Mount Yale Investment Advisors’s Restaurant Brands International QSR Stock Holding History

Mount Yale Investment Advisors’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
Q2 		$216K Sell
2,962
-153
-5% -$11.7K ﹤0.01% 1120
2026
Q1 		$231K Buy
+3,115
New +$219K 0.01% 1000
2025
Q3 		– Sell
-546
Closed -$36.2K – 1384
2025
Q2 		$36.2K Buy
+546
New +$36.5K ﹤0.01% 901
2025
Q1 		– Sell
-6,216
Closed -$405K – 579
2024
Q4 		$405K Hold
6,216
– – 0.03% 376
2024
Q3 		$448K Hold
6,216
– – 0.04% 363
2024
Q2 		$437K Buy
6,216
+37
+0.6% +$2.64K 0.03% 368
2024
Q1 		$491K Sell
6,179
-256
-4% -$20K 0.04% 351
2023
Q4 		$503K Buy
6,435
+350
+6% +$24.3K 0.05% 317
2023
Q3 		$405K Hold
6,085
– – 0.04% 337
2023
Q2 		$472K Sell
6,085
-7,197
-54% -$520K 0.05% 316
2023
Q1 		$892K Sell
13,282
-14,981
-53% -$976K 0.1% 203
2022
Q4 		$1.83M Buy
28,263
+5,492
+24% +$337K 0.21% 108
2022
Q3 		$1.21M Buy
22,771
+11,484
+102% +$649K 0.16% 140
2022
Q2 		$566K Sell
11,287
-12,852
-53% -$688K 0.07% 266
2022
Q1 		$1.41M Buy
24,139
+10
+0% +$569 0.15% 147
2021
Q4 		$1.46M Buy
24,129
+1,864
+8% +$110K 0.15% 147
2021
Q3 		$1.36M Buy
22,265
+10,902
+96% +$698K 0.16% 143
2021
Q2 		$732K Buy
11,363
+68
+0.6% +$4.58K 0.09% 222
2021
Q1 		$734K Buy
11,295
+1,777
+19% +$110K 0.1% 220
2020
Q4 		$582K Sell
9,518
-1,099
-10% -$64.1K 0.08% 234
2020
Q3 		$611K Buy
10,617
+1,074
+11% +$59.9K 0.09% 218
2020
Q2 		$521K Buy
9,543
+257
+3% +$13K 0.09% 222
2020
Q1 		$372K Buy
9,286
+948
+11% +$53.7K 0.08% 222
2019
Q4 		$509K Buy
+8,338
New +$558K 0.09% 196

Other funds holding QSR

Capital World Investors
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
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
EIG
EdgePoint Investment Group Toronto, Ontario, Canada $13.2B AUM 32.43% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
BG
Baupost Group Boston, Massachusetts $5.42B AUM 22.93% 1-Year Est. Return

Mount Yale Investment Advisors's QSR Position: Q2 2026 in Review

Mount Yale Investment Advisors reduced its Restaurant Brands International (QSR) stake by 4.9% in Q2 2026, selling an estimated $11.7K and leaving 2,962 shares worth $216K. The position accounts for ﹤0.01% of the portfolio, ranked #1120.

Mount Yale Investment Advisors first reported a position in QSR in Q4 2019 and has held it in 24 quarters since. The position peaked at $1.83M in Q4 2022. 580 funds tracked by Wall St. Rank hold QSR as of Q2 2026.

  • Mount Yale Investment Advisors held 2,962 shares of Restaurant Brands International worth $216K as of Q2 2026.
  • Mount Yale Investment Advisors sold 153 Restaurant Brands International shares in Q2 2026, an estimated $11.7K.
  • Restaurant Brands International made up ﹤0.01% of Mount Yale Investment Advisors's portfolio in Q2 2026, its #1120 holding.
  • Mount Yale Investment Advisors first reported a position in Restaurant Brands International in Q4 2019 and has held it in 24 quarters since.
  • Mount Yale Investment Advisors's Restaurant Brands International position peaked at $1.83M in Q4 2022.
  • 580 funds tracked by Wall St. Rank held Restaurant Brands International as of Q2 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.