Position in BJRI
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$526,798
+$128,133 QoQ
Shares Held
8,673
-23.6% QoQ
Ownership
0.041%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#98
of 194 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 60%
Shared 0%
None 40%
Common Shares in BJRI 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. BJRI ranks #22 (0.1% 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 BJRI
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $526,798 | 8,673 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $398,665 | 11,358 | Shares | Sole | 2026-05-06 | |
| No filing history on record for this holder in this stock. | ||||||