Position in DIN
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$4,074,937
+$2,006,281 QoQ
Shares Held
113,508
+44.0% QoQ
Ownership
0.897%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#29
of 148 holders
Holding Since
Sep 2023
11 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in DIN Over Time
Shares Held
Position Value (USD)
Position in Restaurants
Consumer Cyclical · as of Jun 30, 2026Creative Planning holds $302,703,227 across 28 Restaurants names. DIN ranks #12 (1.3% 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 DIN
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,074,937 | 113,508 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $2,068,656 | 78,836 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $2,391,280 | 74,402 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $1,574,218 | 63,682 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $992,322 | 40,786 | Shares | Defined | 2025-08-08 | |
| 2025-03-31 | $588,475 | 25,289 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $828,893 | 27,538 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $798,643 | 25,573 | Shares | Defined | 2024-10-11 | |
| 2024-06-30 | $352,225 | 9,730 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $253,454 | 5,453 | Shares | Defined | 2024-05-13 | |
| 2023-09-30 | $239,980 | 4,853 | Shares | Sole | 2023-11-16 | |
| No filing history on record for this holder in this stock. | ||||||