Position in LOCO
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$290,643
+$174,590 QoQ
Shares Held
17,137
+54.5% QoQ
Ownership
0.056%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#88
of 151 holders
Holding Since
Sep 2024
7 quarters on record
Voting authority
Sole 58%
Shared 0%
None 42%
Common Shares in LOCO Over Time
Shares Held
Position Value (USD)
Position in Restaurants
Consumer Cyclical · as of Jun 30, 2026Focus Partners Wealth holds $342,604,630 across 17 Restaurants names. LOCO ranks #13 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MCD |
Mcdonalds Corp
|
639,678 | $172,911,360 | |
| 2 | SBUX |
Starbucks Corp
|
1,039,159 | $106,191,658 | |
| 3 | DPZ |
Dominos Pizza Inc
|
40,287 | $11,926,563 | |
| 4 | YUM |
Yum Brands Inc
|
71,832 | $11,483,063 | |
| 5 | DRI |
Darden Restaurants Inc
|
49,452 | $10,187,606 | |
| 6 | CMG |
Chipotle Mexican Grill Inc
|
276,482 | $9,400,388 | |
| 7 | CAVA |
Cava Group, Inc.
|
108,554 | $8,519,317 | |
| 8 | TXRH |
Texas Roadhouse, Inc.
|
40,294 | $7,786,009 |
All Filings in LOCO
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $290,643 | 17,137 | Shares | Sole | 2026-08-12 | |
| 2025-12-31 | $116,053 | 11,095 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $98,833 | 10,189 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $111,795 | 10,154 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $103,339 | 10,033 | Shares | Sole | 2025-05-20 | |
| 2024-12-31 | $117,107 | 10,148 | Shares | Sole | 2025-05-20 | |
| 2024-09-30 | $137,000 | 10,000 | Shares | Sole | 2024-11-14 | |
| No filing history on record for this holder in this stock. | ||||||