Obermeyer Wealth Partners’s Restaurant Brands International QSR Stock Holding History

Obermeyer Wealth Partners’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	-2,713	Closed	-$216K	–	260
2024 Q1	$216K	Hold	2,713	–	–	0.01%	232
2023 Q4	$212K	Sell	2,713 -696	-20%	-$48.4K	0.01%	204
2023 Q3	$227K	Hold	3,409	–	–	0.02%	189
2023 Q2	$264K	Buy	3,409 +416	+14%	+$30K	0.02%	175
2023 Q1	$201K	Buy	+2,993	New	+$195K	0.02%	208
2022 Q2	–	Sell	-5,689	Closed	-$332K	–	231
2022 Q1	$332K	Hold	5,689	–	–	0.02%	160
2021 Q4	$345K	Buy	5,689 +887	+18%	+$52.3K	0.02%	152
2021 Q3	$294K	Buy	4,802 +307	+7%	+$19.7K	0.02%	171
2021 Q2	$290K	Buy	4,495 +1,006	+29%	+$67.8K	0.02%	172
2021 Q1	$227K	Hold	3,489	–	–	0.01%	180
2020 Q4	$213K	Buy	+3,489	New	+$204K	0.01%	145

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 $528B 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 $245B 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