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Equibles

Creative Planning

Position in BJRI — BJs RESTAURANTS INC

CIK 1540235 OVERLAND PARK, KS
Back to BJRI Full portfolio

Position in BJRI

as of Jun 30, 2026 · filed Aug 13, 2026
Position Value
$4,886,654
+$3,163,244 QoQ
Shares Held
80,452
+63.9% QoQ
Ownership
0.378%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#45
of 194 holders
Holding Since
Sep 2023
12 quarters on record
Voting authority Sole 0% Shared 0% None 100%

Common Shares in BJRI Over Time

Shares Held

Position Value (USD)

Position in Restaurants

Consumer Cyclical · as of Jun 30, 2026

Creative Planning holds $302,703,227 across 28 Restaurants names. BJRI ranks #10 (1.6% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 MCD
Mcdonalds Corp
 414,358 $112,005,110
2 SBUX
Starbucks Corp
 579,189 $59,187,323
3 YUM
Yum Brands Inc
 142,118 $22,718,982
4 TXRH
Texas Roadhouse, Inc.
 103,968 $20,089,736
5 CMG
Chipotle Mexican Grill Inc
 391,711 $13,318,174
6 EAT
Brinker International, Inc
 56,746 $9,533,328
7 DRI
Darden Restaurants Inc
 45,924 $9,460,802
8 DPZ
Dominos Pizza Inc
 31,670 $9,375,586

All Filings in BJRI

Export CSV
12 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $4,886,654 80,452
2026-03-31 $1,723,410 49,100
2025-12-31 $1,473,954 37,410
2025-09-30 $496,112 16,250
2025-06-30 $528,375 11,847
2025-03-31 $333,521 9,735
2024-12-31 $453,305 12,900
2024-09-30 $374,895 11,514
2024-06-30 $403,212 11,620
2024-03-31 $330,793 9,143
2023-12-31 $272,306 7,562
2023-09-30 $1,055 45