Position in HDL
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$62,260
-$11,005 QoQ
Shares Held
5,021
-0.2% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#5
of 7 holders
Holding Since
Sep 2024
6 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in HDL Over Time
Shares Held
Position Value (USD)
Position in Restaurants
Consumer Cyclical · as of Jun 30, 2026MORGAN STANLEY holds $9,506,317,555 across 43 Restaurants names. HDL ranks #38 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MCD |
Mcdonalds Corp
|
15,027,364 | $4,062,046,753 | |
| 2 | SBUX |
Starbucks Corp
|
19,928,895 | $2,036,533,771 | |
| 3 | YUM |
Yum Brands Inc
|
4,397,381 | $702,965,319 | |
| 4 | CMG |
Chipotle Mexican Grill Inc
|
19,771,645 | $672,235,930 | |
| 5 | DRI |
Darden Restaurants Inc
|
1,880,762 | $387,455,772 | |
| 6 | QSR |
Restaurant Brands International Inc.
|
4,844,426 | $351,269,326 | |
| 7 | DPZ |
Dominos Pizza Inc
|
960,302 | $284,287,795 | |
| 8 | CAVA |
Cava Group, Inc.
|
2,127,156 | $166,939,197 |
All Filings in HDL
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $62,260 | 5,021 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $73,265 | 5,032 | Shares | Defined | 2026-05-15 | |
| 2025-06-30 | $97,795 | 5,010 | Shares | Defined | 2025-08-15 | |
| 2025-03-31 | $115,969 | 5,003 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $143,800 | 5,000 | Shares | Defined | 2025-05-15 | |
| 2024-09-30 | $86,700 | 5,000 | Shares | Defined | 2025-05-14 | |
| No filing history on record for this holder in this stock. | ||||||