Position in FWRG
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$1,614,060
+$370,839 QoQ
Shares Held
125,218
+5.6% QoQ
Ownership
0.203%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#71
of 206 holders
Holding Since
Mar 2024
8 quarters on record
Voting authority
Sole 20%
Shared 0%
None 80%
Common Shares in FWRG Over Time
Shares Held
Position Value (USD)
Position in Restaurants
Consumer Cyclical · as of Jun 30, 2026LPL Financial LLC holds $967,877,292 across 26 Restaurants names. FWRG ranks #17 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MCD |
Mcdonalds Corp
|
1,688,819 | $456,504,663 | |
| 2 | SBUX |
Starbucks Corp
|
2,515,257 | $257,034,112 | |
| 3 | DRI |
Darden Restaurants Inc
|
244,931 | $50,458,235 | |
| 4 | YUM |
Yum Brands Inc
|
270,794 | $43,289,128 | |
| 5 | BROS |
Dutch Bros Inc.
|
596,446 | $42,830,787 | |
| 6 | CMG |
Chipotle Mexican Grill Inc
|
1,145,389 | $38,943,226 | |
| 7 | QSR |
Restaurant Brands International Inc.
|
206,087 | $14,943,368 | |
| 8 | DPZ |
Dominos Pizza Inc
|
50,377 | $14,913,607 |
All Filings in FWRG
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,614,060 | 125,218 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $1,243,221 | 118,628 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $1,440,713 | 95,538 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $1,385,266 | 88,572 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $1,652,408 | 103,018 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $363,136 | 21,810 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $470,051 | 25,258 | Shares | Sole | 2025-02-11 | |
| 2024-03-31 | $835,578 | 33,939 | Shares | Sole | 2024-05-10 | |
| No filing history on record for this holder in this stock. | ||||||