Position in LOCO
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$465,003
-$127,556 QoQ
Shares Held
33,550
-40.8% QoQ
Ownership
0.110%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2023
12 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, 2026STIFEL FINANCIAL CORP holds $853,841,489 across 23 Restaurants names. LOCO ranks #20 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MCD |
Mcdonalds Corp
|
1,133,558 | $352,298,488 | |
| 2 | YUM |
Yum Brands Inc
|
1,905,464 | $296,261,539 | |
| 3 | SBUX |
Starbucks Corp
|
1,057,449 | $94,736,852 | |
| 4 | CMG |
Chipotle Mexican Grill Inc
|
1,274,647 | $40,801,448 | |
| 5 | DRI |
Darden Restaurants Inc
|
96,177 | $18,854,537 | |
| 6 | DPZ |
Dominos Pizza Inc
|
26,946 | $9,667,954 | |
| 7 | BROS |
Dutch Bros Inc.
|
159,888 | $8,099,925 | |
| 8 | QSR |
Restaurant Brands International Inc.
|
81,926 | $6,054,330 |
All Filings in LOCO
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $465,003 | 33,550 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 | $592,559 | 56,650 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $606,492 | 62,525 | Shares | Defined | 2025-11-12 | |
| 2025-06-30 | $665,058 | 60,405 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $624,746 | 60,655 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $706,259 | 61,201 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $805,353 | 58,785 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $672,412 | 59,453 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $580,747 | 59,625 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $411,232 | 46,625 | Shares | Defined | 2024-02-12 | |
| 2023-09-30 | $388,205 | 43,375 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $318,482 | 36,315 | Shares | Defined | 2023-08-14 | |
| No filing history on record for this holder in this stock. | ||||||