Position in EAT
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$6,113,981
+$449,965 QoQ
Shares Held
42,824
+8.5% QoQ
Ownership
0.100%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2020
22 quarters on record
Voting authority
Sole 0.4927143657762003.ToString("F0")%
Shared 0.ToString("F0")%
None 99.50728563422379.ToString("F0")%
Common Shares in EAT 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. EAT ranks #7 (2.1% 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
This page
|
42,824 | $6,113,981 | |
| 8 | DPZ |
Dominos Pizza Inc
|
16,812 | $6,031,977 |
All Filings in EAT
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22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $6,113,981 | 42,824 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 | $5,664,016 | 39,465 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $3,544,632 | 27,981 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $4,618,070 | 25,609 | Shares | Defined | 2025-08-08 | |
| 2025-03-31 | $3,489,110 | 23,409 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $2,476,203 | 18,718 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $1,097,669 | 14,343 | Shares | Defined | 2024-10-11 | |
| 2024-06-30 | $1,035,899 | 14,310 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $476,281 | 9,587 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $398,161 | 9,221 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $230,417 | 7,294 | Shares | Sole | 2023-11-16 | |
| 2023-06-30 | $270,619 | 7,394 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $265,772 | 6,994 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $219,636 | 6,883 | Shares | Sole | 2023-02-10 | |
| 2022-03-31 | $210,108 | 5,506 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $201,464 | 5,506 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $270,069 | 5,506 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $346,731 | 5,606 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $426,786 | 6,006 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $339,759 | 6,006 | Shares | Sole | 2021-01-29 | |
| 2020-09-30 | $250,168 | 5,856 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $205,344 | 8,556 | Shares | Sole | 2020-07-23 | |
| No filing history on record for this holder in this stock. | ||||||