Position in LOCO
as of Mar 31, 2026
· filed Apr 20, 2026
Position Value
$90,990
+$17,938 QoQ
Shares Held
6,565
-6.0% QoQ
Ownership
0.022%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2022
16 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in LOCO Over Time
Shares Held
Position Value (USD)
Position in Restaurants
Consumer Cyclical · as of Mar 31, 2026Blue Trust, Inc. holds $10,606,382 across 16 Restaurants names. LOCO ranks #9 (0.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MCD |
Mcdonalds Corp
|
13,061 | $4,059,227 | |
| 2 | DRI |
Darden Restaurants Inc
|
16,930 | $3,318,956 | |
| 3 | SBUX |
Starbucks Corp
|
11,895 | $1,065,672 | |
| 4 | YUM |
Yum Brands Inc
|
4,137 | $643,219 | |
| 5 | CMG |
Chipotle Mexican Grill Inc
|
20,014 | $640,647 | |
| 6 | TXRH |
Texas Roadhouse, Inc.
|
2,072 | $342,170 | |
| 7 | PZZA |
Papa Johns International Inc
|
6,831 | $221,392 | |
| 8 | YUMC |
Yum China Holdings, Inc.
|
2,445 | $119,267 |
All Filings in LOCO
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $90,990 | 6,565 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $73,052 | 6,984 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $70,237 | 7,241 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $90,733 | 8,241 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $84,882 | 8,241 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $106,121 | 9,196 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $139,000 | 10,146 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $116,696 | 10,318 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 | $100,497 | 10,318 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $91,110 | 10,330 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $92,453 | 10,330 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $90,594 | 10,330 | Shares | Sole | 2023-07-14 | |
| 2023-03-31 | $100,886 | 10,520 | Shares | Sole | 2023-04-17 | |
| 2022-12-31 | $92,159 | 9,253 | Shares | Sole | 2023-01-17 | |
| 2022-09-30 | $82,536 | 9,253 | Shares | Sole | 2022-10-21 | |
| 2022-06-30 | $92,151 | 9,365 | Shares | Sole | 2022-08-09 | |
| No filing history on record for this holder in this stock. | ||||||