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 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 Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

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

EIG

EdgePoint Investment Group Toronto, Ontario, Canada $13.2B AUM 32.43% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

JFL

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

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Obermeyer Wealth Partners's QSR Position: Q2 2024 in Review

Obermeyer Wealth Partners sold out of Restaurant Brands International (QSR) in Q2 2024, closing a stake of 2,713 shares — an estimated $216K sold.

Obermeyer Wealth Partners first reported a position in QSR in Q4 2020 and held it in 11 quarters. The position peaked at $345K in Q4 2021. 444 funds tracked by Wall St. Rank hold QSR as of Q2 2024.

Obermeyer Wealth Partners reported no remaining Restaurant Brands International position as of Q2 2024 after selling out during the quarter.
Obermeyer Wealth Partners sold 2,713 Restaurant Brands International shares in Q2 2024, an estimated $216K.
Obermeyer Wealth Partners first reported a position in Restaurant Brands International in Q4 2020 and held it in 11 quarters.
Obermeyer Wealth Partners's Restaurant Brands International position peaked at $345K in Q4 2021.
444 funds tracked by Wall St. Rank held Restaurant Brands International as of Q2 2024.

Based on Obermeyer Wealth Partners's 13F filing for Q2 2024, filed 1 Aug 2024.