Position in JACK
as of Mar 31, 2026
· filed May 4, 2026
Position Value
$1,174,943
-$1,077,226 QoQ
Shares Held
121,504
+2.2% QoQ
Ownership
0.637%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in JACK Over Time
Shares Held
Position Value (USD)
Position in Restaurants
Consumer Cyclical · as of Mar 31, 2026ENVESTNET ASSET MANAGEMENT INC holds $1,280,064,767 across 22 Restaurants names. JACK ranks #19 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MCD |
Mcdonalds Corp
|
1,306,144 | $405,936,493 | |
| 2 | SBUX |
Starbucks Corp
|
4,023,989 | $360,509,174 | |
| 3 | DPZ |
Dominos Pizza Inc
|
320,343 | $114,935,864 | |
| 4 | DRI |
Darden Restaurants Inc
|
493,253 | $96,697,318 | |
| 5 | QSR |
Restaurant Brands International Inc.
|
907,372 | $67,054,790 | |
| 6 | CMG |
Chipotle Mexican Grill Inc
|
1,774,590 | $56,804,625 | |
| 7 | YUM |
Yum Brands Inc
|
340,954 | $53,011,527 | |
| 8 | TXRH |
Texas Roadhouse, Inc.
|
182,451 | $30,129,958 |
All Filings in JACK
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,174,943 | 121,504 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $2,252,169 | 118,848 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $2,721,103 | 137,638 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $2,500,970 | 143,240 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $4,437,217 | 163,193 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $4,698,116 | 112,827 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $5,990,349 | 128,714 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $5,041,786 | 98,975 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $6,362,545 | 92,911 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $7,536,326 | 92,323 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $4,910,511 | 71,105 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $4,501,009 | 46,150 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $5,407,456 | 61,736 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $3,995,275 | 58,556 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $4,189,843 | 56,566 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $3,391,686 | 60,501 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $5,588,346 | 59,826 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $5,087,049 | 58,151 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $6,239,534 | 64,107 | Shares | Sole | 2021-10-07 | |
| 2021-06-30 | $6,833,612 | 61,321 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $6,193,787 | 56,420 | Shares | Sole | 2021-05-04 | |
| 2020-12-31 | $4,004,134 | 43,148 | Shares | Sole | 2021-02-02 | |
| 2020-09-30 | $3,288,906 | 41,469 | Shares | Sole | 2020-10-09 | |
| 2020-06-30 | $2,910,625 | 39,285 | Shares | Sole | 2020-07-08 | |
| 2020-03-31 | $1,239,788 | 35,372 | Shares | Sole | 2020-04-23 | |
| No filing history on record for this holder in this stock. | ||||||