Position in SG
as of Jun 30, 2026
· filed Aug 27, 2026
Position Value
$1,384,341
+$570,430 QoQ
Shares Held
157,133
+0.2% QoQ
Ownership
0.132%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#63
of 234 holders
Holding Since
Sep 2024
3 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in SG Over Time
Shares Held
Position Value (USD)
Position in Restaurants
Consumer Cyclical · as of Jun 30, 2026Corient Private Wealth LLC holds $561,881,057 across 26 Restaurants names. SG ranks #15 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SBUX |
Starbucks Corp
|
2,783,025 | $284,397,323 | |
| 2 | MCD |
Mcdonalds Corp
|
745,825 | $201,603,954 | |
| 3 | YUM |
Yum Brands Inc
|
157,300 | $25,145,977 | |
| 4 | CAKE |
Cheesecake Factory Inc
|
100,951 | $8,029,642 | |
| 5 | QSR |
Restaurant Brands International Inc.
|
81,292 | $5,894,482 | |
| 6 | CMG |
Chipotle Mexican Grill Inc
|
141,452 | $4,809,368 | |
| 7 | DRI |
Darden Restaurants Inc
|
23,171 | $4,773,457 | |
| 8 | DPZ |
Dominos Pizza Inc
|
15,455 | $4,575,298 |
All Filings in SG
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,384,341 | 157,133 | Shares | Sole | 2026-08-27 | |
| 2026-03-31 | $813,911 | 156,823 | Shares | Sole | 2026-05-15 | |
| 2024-09-30 | $389,737 | 10,994 | Shares | Sole | 2024-11-12 | |
| No filing history on record for this holder in this stock. | ||||||