Position in TXRH
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$837,458
+$199 QoQ
Shares Held
4,334
-14.5% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#314
of 644 holders
Holding Since
Mar 2025
6 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in TXRH Over Time
Shares Held
Position Value (USD)
Position in Restaurants
Consumer Cyclical · as of Jun 30, 2026HB Wealth Management, LLC holds $34,957,690 across 11 Restaurants names. TXRH ranks #6 (2.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MCD |
Mcdonalds Corp
|
82,678 | $22,348,690 | |
| 2 | SBUX |
Starbucks Corp
|
43,367 | $4,431,673 | |
| 3 | YUM |
Yum Brands Inc
|
14,530 | $2,322,765 | |
| 4 | DRI |
Darden Restaurants Inc
|
7,172 | $1,477,503 | |
| 5 | CMG |
Chipotle Mexican Grill Inc
|
40,006 | $1,360,204 | |
| 6 | TXRH |
Texas Roadhouse, Inc.
This page
|
4,334 | $837,458 | |
| 7 | DPZ |
Dominos Pizza Inc
|
2,791 | $826,247 | |
| 8 | QSR |
Restaurant Brands International Inc.
|
10,930 | $792,534 |
All Filings in TXRH
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $837,458 | 4,334 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $837,259 | 5,070 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $360,386 | 2,171 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $385,468 | 2,320 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $287,861 | 1,536 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $258,443 | 1,551 | Shares | Sole | 2025-05-07 | |
| No filing history on record for this holder in this stock. | ||||||