Position in LOCO
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$5,362,461
+$2,830,174 QoQ
Shares Held
316,183
+73.1% QoQ
Ownership
1.04%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#24
of 150 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 90%
Shared 0%
None 10%
Common Shares in LOCO Over Time
Shares Held
Position Value (USD)
Position in Restaurants
Consumer Cyclical · as of Jun 30, 2026MORGAN STANLEY holds $9,506,317,555 across 43 Restaurants names. LOCO ranks #27 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MCD |
Mcdonalds Corp
|
15,027,364 | $4,062,046,753 | |
| 2 | SBUX |
Starbucks Corp
|
19,928,895 | $2,036,533,771 | |
| 3 | YUM |
Yum Brands Inc
|
4,397,381 | $702,965,319 | |
| 4 | CMG |
Chipotle Mexican Grill Inc
|
19,771,645 | $672,235,930 | |
| 5 | DRI |
Darden Restaurants Inc
|
1,880,762 | $387,455,772 | |
| 6 | QSR |
Restaurant Brands International Inc.
|
4,844,426 | $351,269,326 | |
| 7 | DPZ |
Dominos Pizza Inc
|
960,302 | $284,287,795 | |
| 8 | CAVA |
Cava Group, Inc.
|
2,127,156 | $166,939,197 |
All Filings in LOCO
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,362,461 | 316,183 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $2,532,287 | 182,705 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $2,135,688 | 204,177 | Shares | Defined | 2026-05-27 | |
| 2025-09-30 | $3,686,656 | 380,068 | Shares | Defined | 2026-05-27 | |
| 2025-06-30 | $2,679,291 | 243,351 | Shares | Defined | 2025-08-15 | |
| 2025-03-31 | $1,897,989 | 184,271 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $1,942,375 | 168,317 | Shares | Defined | 2025-05-15 | |
| 2024-09-30 | $3,071,867 | 224,224 | Shares | Defined | 2025-05-14 | |
| 2024-06-30 | $5,837,312 | 516,120 | Shares | Defined | 2025-05-14 | |
| 2024-03-31 | $7,707,588 | 791,334 | Shares | Defined | 2024-10-17 | |
| 2023-12-31 | $6,018,491 | 682,369 | Shares | Defined | 2024-08-16 | |
| 2023-09-30 | $2,006,792 | 224,223 | Shares | Defined | 2023-11-15 | |
| 2023-06-30 | $3,008,221 | 343,013 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $2,482,348 | 258,848 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $3,263,699 | 327,681 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $2,711,533 | 303,984 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $2,836,062 | 288,218 | Shares | Defined | 2022-10-27 | |
| 2022-03-31 | $2,447,519 | 210,630 | Shares | Defined | 2022-10-27 | |
| 2021-12-31 | $1,911,134 | 134,682 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $1,969,185 | 116,520 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $1,834,247 | 100,287 | Shares | Defined | 2021-08-23 | |
| 2021-03-31 | $1,104,105 | 68,493 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $1,128,082 | 62,325 | Shares | Defined | 2021-02-16 | |
| 2020-09-30 | $1,114,203 | 68,778 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $1,824,542 | 123,614 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $1,080,432 | 127,862 | Shares | Defined | 2020-05-26 | |
| No filing history on record for this holder in this stock. | ||||||