Position in JACK
as of Mar 31, 2026
· filed May 6, 2026
Position Value
$25,654
New position
Shares Held
2,653
first reported quarter
Ownership
0.014%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2026
1 quarter on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Position in Restaurants
Consumer Cyclical · as of Mar 31, 2026Clearstead Advisors, LLC holds $91,129,228 across 22 Restaurants names. JACK ranks #12 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SBUX |
Starbucks Corp
|
798,248 | $71,515,038 | |
| 2 | MCD |
Mcdonalds Corp
|
44,757 | $13,910,028 | |
| 3 | CMG |
Chipotle Mexican Grill Inc
|
63,391 | $2,029,145 | |
| 4 | YUM |
Yum Brands Inc
|
8,068 | $1,254,412 | |
| 5 | TXRH |
Texas Roadhouse, Inc.
|
5,303 | $875,737 | |
| 6 | EAT |
Brinker International, Inc
|
3,888 | $555,089 | |
| 7 | WING |
Wingstop Inc.
|
2,546 | $394,553 | |
| 8 | DRI |
Darden Restaurants Inc
|
1,577 | $309,155 |
All Filings in JACK
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $25,654 | 2,653 | Shares | Sole | 2026-05-06 | |
| No filing history on record for this holder in this stock. | ||||||