Pacific Capital Wealth Advisors’s Restaurant Brands International QSR Stock Holding History

Pacific Capital Wealth 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
2024 Q4	–	Sell	-8	Closed	-$577	–	465
2024 Q3	$577	Buy	+8	New	+$562	﹤0.01%	454

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

EIG

EdgePoint Investment Group Toronto, Ontario, Canada $12.5B AUM 31.7% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

Pacific Capital Wealth Advisors's QSR Position: Q4 2024 in Review

Pacific Capital Wealth Advisors sold out of Restaurant Brands International (QSR) in Q4 2024, closing a stake of 8 shares — an estimated $577 sold.

Pacific Capital Wealth Advisors first reported a position in QSR in Q3 2024 and held it in 1 quarter. The position peaked at $577 in Q3 2024. 448 funds tracked by Wall St. Rank hold QSR as of Q4 2024.

Pacific Capital Wealth Advisors reported no remaining Restaurant Brands International position as of Q4 2024 after selling out during the quarter.
Pacific Capital Wealth Advisors sold 8 Restaurant Brands International shares in Q4 2024, an estimated $577.
Pacific Capital Wealth Advisors first reported a position in Restaurant Brands International in Q3 2024 and held it in 1 quarter.
Pacific Capital Wealth Advisors's Restaurant Brands International position peaked at $577 in Q3 2024.
448 funds tracked by Wall St. Rank held Restaurant Brands International as of Q4 2024.

Based on Pacific Capital Wealth Advisors's 13F filing for Q4 2024, filed 22 Jan 2025.