Position in JACK
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$98,614
-$1,120,003 QoQ
Shares Held
10,198
-84.1% QoQ
Ownership
0.053%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2021
17 quarters on record
Voting authority
Sole 0.07844675426554226.ToString("F0")%
Shared 0.ToString("F0")%
None 99.92155324573446.ToString("F0")%
Common Shares in JACK Over Time
Shares Held
Position Value (USD)
Position in Restaurants
Consumer Cyclical · as of Mar 31, 2026Creative Planning holds $288,745,867 across 29 Restaurants names. JACK ranks #29 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MCD |
Mcdonalds Corp
|
445,841 | $138,562,923 | |
| 2 | SBUX |
Starbucks Corp
|
508,092 | $45,519,961 | |
| 3 | YUM |
Yum Brands Inc
|
146,316 | $22,749,210 | |
| 4 | TXRH |
Texas Roadhouse, Inc.
|
85,140 | $14,060,019 | |
| 5 | CMG |
Chipotle Mexican Grill Inc
|
420,721 | $13,467,279 | |
| 6 | DRI |
Darden Restaurants Inc
|
42,289 | $8,290,335 | |
| 7 | EAT |
Brinker International, Inc
|
42,824 | $6,113,981 | |
| 8 | DPZ |
Dominos Pizza Inc
|
16,812 | $6,031,977 |
All Filings in JACK
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $98,614 | 10,198 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $1,218,617 | 64,307 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $1,650,478 | 83,484 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $810,248 | 46,406 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $275,380 | 10,128 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $377,049 | 9,055 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $240,425 | 5,166 | Shares | Defined | 2024-10-11 | |
| 2024-06-30 | $436,247 | 8,564 | Shares | Defined | 2024-08-15 | |
| 2024-03-31 | $255,567 | 3,732 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $241,135 | 2,954 | Shares | Sole | 2024-02-14 | |
| 2023-06-30 | $272,986 | 2,799 | Shares | Sole | 2023-07-21 | |
| 2022-09-30 | $232,135 | 3,134 | Shares | Sole | 2022-11-03 | |
| 2022-03-31 | $218,392 | 2,338 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $204,265 | 2,335 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $227,265 | 2,335 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $260,212 | 2,335 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $222,633 | 2,028 | Shares | Sole | 2021-04-30 | |
| No filing history on record for this holder in this stock. | ||||||