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Phillips Wealth Planners’s Restaurant Brands International QSR Stock Holding History

Phillips Wealth Planners’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
Q1 		$346K Buy
4,425
+151
+4% +$10.6K 0.26% 128
2025
Q4 		$291K Buy
4,274
+82
+2% +$5.65K 0.23% 149
2025
Q3 		$289K Buy
4,192
+750
+22% +$49.3K 0.24% 149
2025
Q2 		$235K Buy
3,442
+30
+0.9% +$2K 0.21% 162
2025
Q1 		$215K Buy
+3,412
New +$220K 0.23% 161

Other funds holding QSR

Capital World Investors
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
EIG
EdgePoint Investment Group Toronto, Ontario, Canada $12.5B AUM 31.7% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BG
Baupost Group Boston, Massachusetts $5.12B AUM 15.99% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Phillips Wealth Planners's QSR Position: Q1 2026 in Review

Phillips Wealth Planners increased its Restaurant Brands International (QSR) stake by 3.5% in Q1 2026, buying an estimated $10.6K and bringing the position to 4,425 shares worth $346K. The position accounts for 0.26% of the portfolio, ranked #128.

Phillips Wealth Planners first reported a position in QSR in Q1 2025 and has held it in 5 quarters since. 545 funds tracked by Wall St. Rank hold QSR as of Q1 2026.

  • Phillips Wealth Planners held 4,425 shares of Restaurant Brands International worth $346K as of Q1 2026.
  • Phillips Wealth Planners bought 151 Restaurant Brands International shares in Q1 2026, an estimated $10.6K.
  • Restaurant Brands International made up 0.26% of Phillips Wealth Planners's portfolio in Q1 2026, its #128 holding.
  • Phillips Wealth Planners first reported a position in Restaurant Brands International in Q1 2025 and has held it in 5 quarters since.
  • 545 funds tracked by Wall St. Rank held Restaurant Brands International as of Q1 2026.

Based on Phillips Wealth Planners's 13F filing for Q1 2026, filed 14 May 2026.