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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
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

Mount Yale Investment Advisors's QSR Position: Q1 2026 in Review

Mount Yale Investment Advisors opened a new position in Restaurant Brands International (QSR) in Q1 2026: 3,115 shares worth $231K. The stake represents 0.01% of the portfolio and ranks #1000 among its holdings. This is a return to the name: Mount Yale Investment Advisors previously reported a position in QSR as recently as Q2 2025.

Mount Yale Investment Advisors first reported a position in QSR in Q4 2019 and has held it in 23 quarters since. The position peaked at $1.83M in Q4 2022. 546 funds tracked by Wall St. Rank hold QSR as of Q1 2026.

  • Mount Yale Investment Advisors held 3,115 shares of Restaurant Brands International worth $231K as of Q1 2026.
  • Restaurant Brands International was a new Mount Yale Investment Advisors position in Q1 2026.
  • Restaurant Brands International made up 0.01% of Mount Yale Investment Advisors's portfolio in Q1 2026, its #1000 holding.
  • Mount Yale Investment Advisors first reported a position in Restaurant Brands International in Q4 2019 and has held it in 23 quarters since.
  • Mount Yale Investment Advisors's Restaurant Brands International position peaked at $1.83M in Q4 2022.
  • 546 funds tracked by Wall St. Rank held Restaurant Brands International as of Q1 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.