Position in SG
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$1,405,872
+$974,921 QoQ
Shares Held
159,577
+92.2% QoQ
Ownership
0.134%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#62
of 234 holders
Holding Since
Mar 2024
9 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in SG Over Time
Shares Held
Position Value (USD)
Position in Restaurants
Consumer Cyclical · as of Jun 30, 2026STIFEL FINANCIAL CORP holds $839,911,594 across 24 Restaurants names. SG ranks #18 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MCD |
Mcdonalds Corp
|
1,187,567 | $321,011,232 | |
| 2 | YUM |
Yum Brands Inc
|
1,825,459 | $291,817,873 | |
| 3 | SBUX |
Starbucks Corp
|
922,624 | $94,282,945 | |
| 4 | CMG |
Chipotle Mexican Grill Inc
|
1,218,069 | $41,414,346 | |
| 5 | DRI |
Darden Restaurants Inc
|
122,182 | $25,170,712 | |
| 6 | DPZ |
Dominos Pizza Inc
|
37,845 | $11,203,633 | |
| 7 | BROS |
Dutch Bros Inc.
|
151,108 | $10,851,064 | |
| 8 | QSR |
Restaurant Brands International Inc.
|
102,254 | $7,414,435 |
All Filings in SG
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,405,872 | 159,577 | Shares | Defined | 2026-08-12 | |
| 2026-03-31 | $430,951 | 83,035 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 | $299,210 | 44,262 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $582,738 | 73,025 | Shares | Defined | 2025-11-12 | |
| 2025-06-30 | $674,449 | 45,326 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $680,368 | 27,193 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $402,736 | 12,562 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $286,719 | 8,088 | Shares | Defined | 2024-11-14 | |
| 2024-03-31 | $484,183 | 19,168 | Shares | Defined | 2024-05-14 | |
| No filing history on record for this holder in this stock. | ||||||