Phillips Wealth Planners LLC

Position in QSR — Restaurant Brands International Inc.

CIK 1962628 STARKVILLE, MS

Position in QSR

as of Jun 30, 2026 · filed Aug 7, 2026 Compact

Position Value

$320,711

-$6,296 QoQ

Shares Held

4,423

-0.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.29%

of 13F equity value

Holder Rank

#361

of 573 holders

Holding Since

Mar 2025

6 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Cyclical · as of Jun 30, 2026

Phillips Wealth Planners LLC holds $2,970,766 across 5 Restaurants names. QSR ranks #4 (10.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MCD	Mcdonalds Corp	4,578	$1,237,479
2	SBUX	Starbucks Corp	8,345	$852,775
3	DRI	Darden Restaurants Inc	1,704	$351,041
4	QSR	Restaurant Brands International Inc. This page	4,423	$320,711
5	CMG	Chipotle Mexican Grill Inc	6,140	$208,760

6 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$320,711	4,423	-0.0%	Shares	Sole	2026-08-07
2026-03-31	$327,007	4,425	+3.5%	Shares	Sole	2026-05-14
2025-12-31	$291,615	4,274	+2.0%	Shares	Defined	2026-02-10
2025-09-30	$268,874	4,192	+21.8%	Shares	Defined	2025-11-07
2025-06-30	$228,170	3,442	+0.9%	Shares	Defined	2025-07-11
2025-03-31	$227,375	3,412	—	Shares	Defined	2025-04-23
No filing history on record for this holder in this stock.