Position in DPZ
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$10,657
+$8,559 QoQ
Shares Held
36
+620.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#187
of 224 holders
Holding Since
Sep 2023
4 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in DPZ Over Time
Shares Held
Position Value (USD)
Position in Restaurants
Consumer Cyclical · as of Jun 30, 2026Concord Wealth Partners holds $4,334,105 across 10 Restaurants names. DPZ ranks #6 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MCD |
Mcdonalds Corp
|
11,056 | $2,988,547 | |
| 2 | DRI |
Darden Restaurants Inc
|
5,299 | $1,091,646 | |
| 3 | YUM |
Yum Brands Inc
|
1,000 | $159,860 | |
| 4 | YUMC |
Yum China Holdings, Inc.
|
1,000 | $40,870 | |
| 5 | SBUX |
Starbucks Corp
|
264 | $26,978 | |
| 6 | DPZ |
Dominos Pizza Inc
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|
36 | $10,657 | |
| 7 | CAVA |
Cava Group, Inc.
|
105 | $8,240 | |
| 8 | WING |
Wingstop Inc.
|
20 | $3,468 |
All Filings in DPZ
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $10,657 | 36 | Shares | Sole | 2026-07-27 | |
| 2024-12-31 | $2,098 | 5 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $2,150 | 5 | Shares | Sole | 2024-10-24 | |
| 2023-09-30 | $87,879 | 232 | Shares | Sole | 2024-04-30 | |
| No filing history on record for this holder in this stock. | ||||||