Position in BH-A
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$481,413
+$108,977 QoQ
Shares Held
1,130
0.0% QoQ
Ownership
0.049%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#54
of 112 holders
Holding Since
Mar 2023
12 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in BH-A Over Time
Shares Held
Position Value (USD)
Position in Restaurants
Consumer Cyclical · as of Jun 30, 2026LPL Financial LLC holds $967,877,292 across 26 Restaurants names. BH-A ranks #23 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MCD |
Mcdonalds Corp
|
1,688,819 | $456,504,663 | |
| 2 | SBUX |
Starbucks Corp
|
2,515,257 | $257,034,112 | |
| 3 | DRI |
Darden Restaurants Inc
|
244,931 | $50,458,235 | |
| 4 | YUM |
Yum Brands Inc
|
270,794 | $43,289,128 | |
| 5 | BROS |
Dutch Bros Inc.
|
596,446 | $42,830,787 | |
| 6 | CMG |
Chipotle Mexican Grill Inc
|
1,145,389 | $38,943,226 | |
| 7 | QSR |
Restaurant Brands International Inc.
|
206,087 | $14,943,368 | |
| 8 | DPZ |
Dominos Pizza Inc
|
50,377 | $14,913,607 |
All Filings in BH-A
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 BH | $481,413 | 1,130 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 BH | $372,436 | 1,130 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 BH | $682,146 | 2,052 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 BH | $619,466 | 1,914 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 BH | $346,561 | 1,186 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 BH | $253,784 | 1,172 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 BH | $278,701 | 1,096 | Shares | Sole | 2025-02-11 | |
| 2024-06-30 BH | $238,630 | 1,234 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 BH | $228,754 | 1,206 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 BH | $274,443 | 1,664 | Shares | Sole | 2024-02-14 | |
| 2023-06-30 BH | $271,264 | 1,376 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 BH | $240,771 | 1,423 | Shares | Sole | 2023-05-10 | |
| No filing history on record for this holder in this stock. | ||||||