Position in FWRG
as of Mar 31, 2026
· filed May 6, 2026
Position Value
$1,243,221
-$197,492 QoQ
Shares Held
118,628
+24.2% QoQ
Ownership
0.192%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2024
7 quarters on record
Voting authority
Sole 19%
Shared 0%
None 81%
Common Shares in FWRG Over Time
Shares Held
Position Value (USD)
Position in Restaurants
Consumer Cyclical · as of Mar 31, 2026LPL Financial LLC holds $958,768,139 across 24 Restaurants names. FWRG ranks #19 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MCD |
Mcdonalds Corp
|
1,612,425 | $501,125,565 | |
| 2 | SBUX |
Starbucks Corp
|
2,596,455 | $232,616,403 | |
| 3 | CMG |
Chipotle Mexican Grill Inc
|
1,297,315 | $41,527,053 | |
| 4 | YUM |
Yum Brands Inc
|
265,997 | $41,357,213 | |
| 5 | BROS |
Dutch Bros Inc.
|
575,423 | $29,150,929 | |
| 6 | DRI |
Darden Restaurants Inc
|
143,326 | $28,097,629 | |
| 7 | CAVA |
Cava Group, Inc.
|
222,400 | $17,992,160 | |
| 8 | DPZ |
Dominos Pizza Inc
|
43,764 | $15,702,085 |
All Filings in FWRG
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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. | ||||||