EverSource Wealth Advisors, LLC
Position in RICK — Rci Hospitality Holdings, Inc.
CIK 1710537
BIRMINGHAM, AL
Position in RICK
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$3,332
+$1,692 QoQ
Shares Held
122
+69.4% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#78
of 97 holders
Holding Since
Mar 2025
6 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, 2026EverSource Wealth Advisors, LLC holds $4,160,874 across 34 Restaurants names. RICK ranks #31 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MCD |
Mcdonalds Corp
|
4,683 | $1,265,857 | |
| 2 | SBUX |
Starbucks Corp
|
5,255 | $537,002 | |
| 3 | TXRH |
Texas Roadhouse, Inc.
|
2,279 | $440,367 | |
| 4 | EAT |
Brinker International, Inc
|
1,982 | $332,976 | |
| 5 | CMG |
Chipotle Mexican Grill Inc
|
9,766 | $332,044 | |
| 6 | DRI |
Darden Restaurants Inc
|
1,369 | $282,023 | |
| 7 | YUM |
Yum Brands Inc
|
1,507 | $240,903 | |
| 8 | DPZ |
Dominos Pizza Inc
|
431 | $127,589 |
All Filings in RICK
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,332 | 122 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $1,640 | 72 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $523 | 22 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $823 | 27 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $609 | 16 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $644 | 15 | Shares | Sole | 2025-05-13 | |
| No filing history on record for this holder in this stock. | ||||||