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Summit Trail Advisors’s Restaurant Brands International QSR Stock Holding History

Summit Trail 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
2026
Q1 		$423K Buy
5,726
+2,078
+57% +$146K 0.01% 1215
2025
Q4 		$250K Sell
3,648
-8,460
-70% -$583K ﹤0.01% 1238
2025
Q3 		$777K Buy
+12,108
New +$797K 0.01% 947
2018
Q1 		– Sell
-26
Closed -$2K – 1361
2017
Q4 		$2K Buy
+26
New +$1.67K ﹤0.01% 1670

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

Summit Trail Advisors's QSR Position: Q1 2026 in Review

Summit Trail Advisors increased its Restaurant Brands International (QSR) stake by 57% in Q1 2026, buying an estimated $146K and bringing the position to 5,726 shares worth $423K. The position accounts for 0.01% of the portfolio, ranked #1215.

Summit Trail Advisors first reported a position in QSR in Q4 2017 and has held it in 4 quarters since. The position peaked at $777K in Q3 2025. 545 funds tracked by Wall St. Rank hold QSR as of Q1 2026.

  • Summit Trail Advisors held 5,726 shares of Restaurant Brands International worth $423K as of Q1 2026.
  • Summit Trail Advisors bought 2,078 Restaurant Brands International shares in Q1 2026, an estimated $146K.
  • Restaurant Brands International made up 0.01% of Summit Trail Advisors's portfolio in Q1 2026, its #1215 holding.
  • Summit Trail Advisors first reported a position in Restaurant Brands International in Q4 2017 and has held it in 4 quarters since.
  • Summit Trail Advisors's Restaurant Brands International position peaked at $777K in Q3 2025.
  • 545 funds tracked by Wall St. Rank held Restaurant Brands International as of Q1 2026.

Based on Summit Trail Advisors's 13F filing for Q1 2026, filed 12 May 2026.