Position in JACK
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$41,991
+$16,337 QoQ
Shares Held
2,656
+0.1% QoQ
Ownership
0.014%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#84
of 134 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in JACK Over Time
Shares Held
Position Value (USD)
Position in Restaurants
Consumer Cyclical · as of Jun 30, 2026Clearstead Advisors, LLC holds $25,873,122 across 30 Restaurants names. JACK ranks #13 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MCD |
Mcdonalds Corp
|
48,477 | $13,103,817 | |
| 2 | SBUX |
Starbucks Corp
|
65,393 | $6,682,510 | |
| 3 | CMG |
Chipotle Mexican Grill Inc
|
50,272 | $1,709,248 | |
| 4 | YUM |
Yum Brands Inc
|
9,287 | $1,484,619 | |
| 5 | TXRH |
Texas Roadhouse, Inc.
|
3,799 | $734,080 | |
| 6 | EAT |
Brinker International, Inc
|
3,916 | $657,888 | |
| 7 | WING |
Wingstop Inc.
|
2,379 | $412,542 | |
| 8 | DRI |
Darden Restaurants Inc
|
1,991 | $410,165 |
All Filings in JACK
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $41,991 | 2,656 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $25,654 | 2,653 | Shares | Sole | 2026-05-06 | |
| No filing history on record for this holder in this stock. | ||||||