Position in BJRI
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$1,723,410
+$249,456 QoQ
Shares Held
49,100
+31.2% QoQ
Ownership
0.234%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2023
11 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in BJRI Over Time
Shares Held
Position Value (USD)
Position in Restaurants
Consumer Cyclical · as of Mar 31, 2026Creative Planning holds $288,745,867 across 29 Restaurants names. BJRI ranks #17 (0.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MCD |
Mcdonalds Corp
|
445,841 | $138,562,923 | |
| 2 | SBUX |
Starbucks Corp
|
508,092 | $45,519,961 | |
| 3 | YUM |
Yum Brands Inc
|
146,316 | $22,749,210 | |
| 4 | TXRH |
Texas Roadhouse, Inc.
|
85,140 | $14,060,019 | |
| 5 | CMG |
Chipotle Mexican Grill Inc
|
420,721 | $13,467,279 | |
| 6 | DRI |
Darden Restaurants Inc
|
42,289 | $8,290,335 | |
| 7 | EAT |
Brinker International, Inc
|
42,824 | $6,113,981 | |
| 8 | DPZ |
Dominos Pizza Inc
|
16,812 | $6,031,977 |
All Filings in BJRI
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,723,410 | 49,100 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $1,473,954 | 37,410 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $496,112 | 16,250 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $528,375 | 11,847 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $333,521 | 9,735 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $453,305 | 12,900 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $374,895 | 11,514 | Shares | Defined | 2024-10-11 | |
| 2024-06-30 | $403,212 | 11,620 | Shares | Defined | 2024-08-15 | |
| 2024-03-31 | $330,793 | 9,143 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $272,306 | 7,562 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $1,055 | 45 | Shares | Sole | 2023-11-16 | |
| No filing history on record for this holder in this stock. | ||||||