AE Wealth Management LLC
Position in QSR — Restaurant Brands International Inc.
CIK 1697723
TOPEKA, KS
Position in QSR
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$938,637
+$63,367 QoQ
Shares Held
12,945
+9.3% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#273
of 573 holders
Holding Since
Mar 2020
20 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in QSR Over Time
Shares Held
Position Value (USD)
Position in Restaurants
Consumer Cyclical · as of Jun 30, 2026AE Wealth Management LLC holds $110,618,949 across 10 Restaurants names. QSR ranks #5 (0.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MCD |
Mcdonalds Corp
|
357,206 | $96,556,313 | |
| 2 | SBUX |
Starbucks Corp
|
76,218 | $7,788,688 | |
| 3 | YUM |
Yum Brands Inc
|
10,370 | $1,657,731 | |
| 4 | DRI |
Darden Restaurants Inc
|
5,044 | $1,039,111 | |
| 5 | QSR |
Restaurant Brands International Inc.
This page
|
12,945 | $938,637 | |
| 6 | CAVA |
Cava Group, Inc.
|
9,292 | $729,220 | |
| 7 | CMG |
Chipotle Mexican Grill Inc
|
20,315 | $690,710 | |
| 8 | EAT |
Brinker International, Inc
|
3,713 | $623,784 |
All Filings in QSR
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $938,637 | 12,945 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $875,270 | 11,844 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $793,240 | 11,626 | Shares | Other | 2026-01-26 | |
| 2025-09-30 | $707,143 | 11,025 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $638,438 | 9,631 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $657,069 | 9,860 | Shares | Other | 2025-05-06 | |
| 2024-12-31 | $525,871 | 8,068 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $579,555 | 8,036 | Shares | Other | 2024-11-14 | |
| 2024-06-30 | $576,541 | 8,193 | Shares | Other | 2024-08-12 | |
| 2024-03-31 | $574,661 | 7,233 | Shares | Other | 2024-05-15 | |
| 2023-12-31 | $1,470,250 | 18,818 | Shares | Sole | 2024-02-14 | |
| 2022-03-31 | $852,085 | 14,593 | Shares | Sole | 2022-04-18 | |
| 2021-12-31 | $871,122 | 14,356 | Shares | Sole | 2022-01-20 | |
| 2021-09-30 | $829,308 | 13,553 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $829,149 | 12,867 | Shares | Sole | 2021-07-21 | |
| 2021-03-31 | $847,340 | 13,036 | Shares | Sole | 2021-04-27 | |
| 2020-12-31 | $757,091 | 12,389 | Shares | Sole | 2021-02-01 | |
| 2020-09-30 | $658,259 | 11,446 | Shares | Sole | 2020-11-06 | |
| 2020-06-30 | $643,377 | 11,777 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $357,267 | 8,925 | Shares | Sole | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||