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Smallwood Wealth Investment Management’s Restaurant Brands International QSR Stock Holding History

Smallwood Wealth Investment Management’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
2025
Q4 		– Sell
-2
Closed -$128 – 536
2025
Q3 		$128 Hold
2
– – ﹤0.01% 488
2025
Q2 		$132 Hold
2
– – ﹤0.01% 532
2025
Q1 		$133 Buy
+2
New +$129 ﹤0.01% 471

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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
EIG
EdgePoint Investment Group Toronto, Ontario, Canada $12.5B AUM 31.7% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BG
Baupost Group Boston, Massachusetts $5.12B AUM 15.99% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Smallwood Wealth Investment Management's QSR Position: Q4 2025 in Review

Smallwood Wealth Investment Management sold out of Restaurant Brands International (QSR) in Q4 2025, closing a stake of 2 shares — an estimated $128 sold.

Smallwood Wealth Investment Management first reported a position in QSR in Q1 2025 and held it in 3 quarters. The position peaked at $133 in Q1 2025. 502 funds tracked by Wall St. Rank hold QSR as of Q4 2025.

  • Smallwood Wealth Investment Management reported no remaining Restaurant Brands International position as of Q4 2025 after selling out during the quarter.
  • Smallwood Wealth Investment Management sold 2 Restaurant Brands International shares in Q4 2025, an estimated $128.
  • Smallwood Wealth Investment Management first reported a position in Restaurant Brands International in Q1 2025 and held it in 3 quarters.
  • Smallwood Wealth Investment Management's Restaurant Brands International position peaked at $133 in Q1 2025.
  • 502 funds tracked by Wall St. Rank held Restaurant Brands International as of Q4 2025.

Based on Smallwood Wealth Investment Management's 13F filing for Q4 2025, filed 23 Jan 2026.