Position in RICK
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$355
+$105 QoQ
Shares Held
13
+18.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#88
of 97 holders
Holding Since
Sep 2021
16 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in RICK Over Time
Shares Held
Position Value (USD)
Position in Restaurants
Consumer Cyclical · as of Jun 30, 2026Clearstead Advisors, LLC holds $25,873,122 across 30 Restaurants names. RICK ranks #23 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MCD |
Mcdonalds Corp
|
48,477 | $13,103,817 | |
| 2 | SBUX |
Starbucks Corp
|
65,393 | $6,682,510 | |
| 3 | CMG |
Chipotle Mexican Grill Inc
|
50,272 | $1,709,248 | |
| 4 | YUM |
Yum Brands Inc
|
9,287 | $1,484,619 | |
| 5 | TXRH |
Texas Roadhouse, Inc.
|
3,799 | $734,080 | |
| 6 | EAT |
Brinker International, Inc
|
3,916 | $657,888 | |
| 7 | WING |
Wingstop Inc.
|
2,379 | $412,542 | |
| 8 | DRI |
Darden Restaurants Inc
|
1,991 | $410,165 |
All Filings in RICK
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $355 | 13 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $250 | 11 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $309 | 13 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $549 | 18 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $419 | 11 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $472 | 11 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $632 | 11 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $490 | 11 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $479 | 11 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $638 | 11 | Shares | Sole | 2024-05-14 | |
| 2022-12-31 | $707,684 | 7,594 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $496,191 | 7,594 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $367,245 | 7,594 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $466,727 | 7,594 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $591,420 | 7,594 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $520,264 | 7,594 | Shares | Sole | 2021-11-12 | |
| No filing history on record for this holder in this stock. | ||||||