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United Financial Planning Group’s Restaurant Brands International QSR Stock Holding History

United Financial Planning Group’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 		– Sell
-14
Closed -$955 – 582
2025
Q4 		$955 Buy
+14
New +$965 ﹤0.01% 365

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Royal Bank of Canada
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Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Baupost Group
Baupost Group Boston, Massachusetts $5.42B AUM 22.93% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

United Financial Planning Group's QSR Position: Q1 2026 in Review

United Financial Planning Group sold out of Restaurant Brands International (QSR) in Q1 2026, closing a stake of 14 shares — an estimated $955 sold.

United Financial Planning Group first reported a position in QSR in Q4 2025 and held it in 1 quarter. The position peaked at $955 in Q4 2025. 550 funds tracked by Wall St. Rank hold QSR as of Q1 2026.

  • United Financial Planning Group reported no remaining Restaurant Brands International position as of Q1 2026 after selling out during the quarter.
  • United Financial Planning Group sold 14 Restaurant Brands International shares in Q1 2026, an estimated $955.
  • United Financial Planning Group first reported a position in Restaurant Brands International in Q4 2025 and held it in 1 quarter.
  • United Financial Planning Group's Restaurant Brands International position peaked at $955 in Q4 2025.
  • 550 funds tracked by Wall St. Rank held Restaurant Brands International as of Q1 2026.

Based on United Financial Planning Group's 13F filing for Q1 2026, filed 8 May 2026.