LPL Financial LLC

Position in SG — Sweetgreen, Inc.

CIK 1403438 FORT MILL, SC

Position in SG

as of Jun 30, 2026 · filed Aug 7, 2026 Compact

Position Value

$688,686

+$190,343 QoQ

Shares Held

78,171

-18.6% QoQ

Ownership

0.066%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#83

of 234 holders

Holding Since

Jun 2022

11 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Cyclical · as of Jun 30, 2026

LPL Financial LLC holds $967,877,292 across 26 Restaurants names. SG ranks #20 (0.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MCD	Mcdonalds Corp	1,688,819	$456,504,663
2	SBUX	Starbucks Corp	2,515,257	$257,034,112
3	DRI	Darden Restaurants Inc	244,931	$50,458,235
4	YUM	Yum Brands Inc	270,794	$43,289,128
5	BROS	Dutch Bros Inc.	596,446	$42,830,787
6	CMG	Chipotle Mexican Grill Inc	1,145,389	$38,943,226
7	QSR	Restaurant Brands International Inc.	206,087	$14,943,368
8	DPZ	Dominos Pizza Inc	50,377	$14,913,607

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$688,686	78,171	-18.6%	Shares	Sole	2026-08-07
2026-03-31	$498,343	96,020	+10.1%	Shares	Sole	2026-05-06
2025-12-31	$589,701	87,234	-12.3%	Shares	Sole	2026-02-11
2025-09-30	$793,523	99,439	-6.9%	Shares	Sole	2025-11-12
2025-06-30	$1,589,719	106,836	+139.8%	Shares	Sole	2025-08-12
2025-03-31	$1,114,540	44,546	-25.2%	Shares	Sole	2025-05-07
2024-12-31	$1,910,519	59,592	+400.1%	Shares	Sole	2025-02-11
2024-09-30	$422,422	11,916	+3.5%	Shares	Sole	2024-11-08
2022-12-31	$98,709	11,518	-8.9%	Shares	Sole	2023-02-07
2022-09-30	$233,895	12,643	+20.6%	Shares	Sole	2022-11-14
2022-06-30	$122,115	10,482	—	Shares	Sole	2022-08-12
No filing history on record for this holder in this stock.