Position in EAT
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,380,120
+$106,612 QoQ
Shares Held
8,215
-7.9% QoQ
Ownership
0.020%
of shares outstanding
% of Portfolio
0.46%
of 13F equity value
Holder Rank
#197
of 505 holders
Holding Since
Mar 2025
6 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in EAT Over Time
Shares Held
Position Value (USD)
Position in Restaurants
Consumer Cyclical · as of Jun 30, 202644 WEALTH MANAGEMENT LLC holds $6,082,875 across 6 Restaurants names. EAT ranks #3 (22.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MCD |
Mcdonalds Corp
|
8,181 | $2,211,406 | |
| 2 | QSR |
Restaurant Brands International Inc.
|
19,107 | $1,385,448 | |
| 3 | EAT |
Brinker International, Inc
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|
8,215 | $1,380,120 | |
| 4 | SBUX |
Starbucks Corp
|
4,314 | $440,847 | |
| 5 | YUM |
Yum Brands Inc
|
2,387 | $381,585 | |
| 6 | DRI |
Darden Restaurants Inc
|
1,376 | $283,469 |
All Filings in EAT
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,380,120 | 8,215 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $1,273,508 | 8,920 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,364,157 | 9,505 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $1,220,181 | 9,632 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,781,840 | 9,881 | Shares | Sole | 2025-08-15 | |
| 2025-03-31 | $1,464,267 | 9,824 | Shares | Sole | 2025-04-29 | |
| No filing history on record for this holder in this stock. | ||||||