Position in QSR
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$44,448
-$852 QoQ
Shares Held
613
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#94
of 142 holders
Holding Since
Mar 2021
22 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in QSR Over Time
Shares Held
Position Value (USD)
Position in Restaurants
Consumer Cyclical · as of Jun 30, 2026Bogart Wealth, LLC holds $1,650,573 across 21 Restaurants names. QSR ranks #8 (2.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MCD |
Mcdonalds Corp
|
1,839 | $497,100 | |
| 2 | SBUX |
Starbucks Corp
|
2,705 | $276,423 | |
| 3 | YUM |
Yum Brands Inc
|
1,636 | $261,530 | |
| 4 | CMG |
Chipotle Mexican Grill Inc
|
6,347 | $215,798 | |
| 5 | CAVA |
Cava Group, Inc.
|
1,506 | $118,190 | |
| 6 | YUMC |
Yum China Holdings, Inc.
|
1,882 | $76,917 | |
| 7 | DRI |
Darden Restaurants Inc
|
336 | $69,219 | |
| 8 | QSR |
Restaurant Brands International Inc.
This page
|
613 | $44,448 |
All Filings in QSR
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22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $44,448 | 613 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $45,300 | 613 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $41,824 | 613 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $51,312 | 800 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $51,175 | 772 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $51,446 | 772 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $50,318 | 772 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $127,003 | 1,761 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $9,284,336 | 131,936 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $11,382,722 | 143,269 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $11,261,892 | 144,143 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $9,604,472 | 144,168 | Shares | Sole | 2023-10-30 | |
| 2023-06-30 | $11,171,562 | 144,112 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $11,884,249 | 177,007 | Shares | Sole | 2023-04-21 | |
| 2022-12-31 | $11,040,268 | 170,717 | Shares | Sole | 2023-02-06 | |
| 2022-09-30 | $9,490,875 | 178,467 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $7,956,849 | 158,661 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $6,449,817 | 110,461 | Shares | Sole | 2022-04-22 | |
| 2021-12-31 | $5,532,377 | 91,173 | Shares | Sole | 2022-01-19 | |
| 2021-09-30 | $5,058,454 | 82,668 | Shares | Sole | 2021-10-15 | |
| 2021-06-30 | $4,922,829 | 76,394 | Shares | Sole | 2021-08-06 | |
| 2021-03-31 | $3,883,685 | 59,749 | Shares | Sole | 2021-04-16 | |
| No filing history on record for this holder in this stock. | ||||||