Position in SG
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$88,100
+$36,200 QoQ
Shares Held
10,000
0.0% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#166
of 232 holders
Holding Since
Mar 2022
4 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in SG Over Time
Shares Held
Position Value (USD)
Position in Restaurants
Consumer Cyclical · as of Jun 30, 2026Prospera Financial Services Inc holds $25,452,004 across 7 Restaurants names. SG ranks #7 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MCD |
Mcdonalds Corp
|
66,075 | $17,860,733 | |
| 2 | SBUX |
Starbucks Corp
|
42,847 | $4,378,534 | |
| 3 | BROS |
Dutch Bros Inc.
|
15,776 | $1,132,874 | |
| 4 | YUM |
Yum Brands Inc
|
6,158 | $984,417 | |
| 5 | QSR |
Restaurant Brands International Inc.
|
8,186 | $593,566 | |
| 6 | CMG |
Chipotle Mexican Grill Inc
|
12,170 | $413,780 | |
| 7 | SG |
Sweetgreen, Inc.
This page
|
10,000 | $88,100 |
All Filings in SG
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $88,100 | 10,000 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $51,900 | 10,000 | Shares | Sole | 2026-04-14 | |
| 2022-06-30 | $291 | 25 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $799 | 25 | Shares | Sole | 2022-05-04 | |
| No filing history on record for this holder in this stock. | ||||||