Position in RICK
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$1,065
+$267 QoQ
Shares Held
39
+11.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#85
of 97 holders
Holding Since
Mar 2020
13 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in RICK Over Time
Shares Held
Position Value (USD)
Position in Restaurants
Consumer Cyclical · as of Jun 30, 2026IFP Advisors, Inc holds $16,835,298 across 26 Restaurants names. RICK ranks #25 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MCD |
Mcdonalds Corp
|
32,263 | $8,721,011 | |
| 2 | SBUX |
Starbucks Corp
|
23,885 | $2,440,808 | |
| 3 | YUM |
Yum Brands Inc
|
8,127 | $1,299,182 | |
| 4 | CMG |
Chipotle Mexican Grill Inc
|
32,686 | $1,111,324 | |
| 5 | DRI |
Darden Restaurants Inc
|
5,001 | $1,030,256 | |
| 6 | TXRH |
Texas Roadhouse, Inc.
|
3,659 | $707,028 | |
| 7 | YUMC |
Yum China Holdings, Inc.
|
8,389 | $342,858 | |
| 8 | BROS |
Dutch Bros Inc.
|
4,146 | $297,724 |
All Filings in RICK
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,065 | 39 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $798 | 35 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $2,574 | 108 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $762 | 25 | Shares | Sole | 2026-02-06 | |
| 2025-06-30 | $1,066 | 0 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $42 | 1 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $57 | 1 | Shares | Sole | 2025-02-04 | |
| 2021-06-30 | $0 | 0 | Shares | Sole | 2021-07-13 | |
| 2021-03-31 | $0 | 0 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $8,045 | 204 | Shares | Sole | 2021-01-25 | |
| 2020-09-30 | $4,161 | 204 | Shares | Sole | 2020-10-29 | |
| 2020-06-30 | $2,827 | 204 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $2,033 | 204 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||