Position in WING
as of Mar 31, 2026
· filed Apr 21, 2026
Position Value
$774
-$1,133 QoQ
Shares Held
5
-37.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2021
18 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in WING Over Time
Shares Held
Position Value (USD)
Position in Restaurants
Consumer Cyclical · as of Jun 30, 2026JFS WEALTH ADVISORS, LLC holds $2,367,187 across 17 Restaurants names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MCD |
Mcdonalds Corp
|
7,173 | $1,938,933 | |
| 2 | SBUX |
Starbucks Corp
|
2,241 | $229,007 | |
| 3 | YUM |
Yum Brands Inc
|
677 | $108,225 | |
| 4 | DRI |
Darden Restaurants Inc
|
111 | $22,867 | |
| 5 | YUMC |
Yum China Holdings, Inc.
|
447 | $18,268 | |
| 6 | CMG |
Chipotle Mexican Grill Inc
|
454 | $15,436 | |
| 7 | TXRH |
Texas Roadhouse, Inc.
|
62 | $11,980 | |
| 8 | DPZ |
Dominos Pizza Inc
|
26 | $7,697 |
All Filings in WING
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $774 | 5 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $1,907 | 8 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $2,516 | 10 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $3,367 | 10 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $2,932 | 13 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $3,978 | 14 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $5,825 | 14 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $4,649 | 11 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $3,664 | 10 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $2,565 | 10 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $1,079 | 6 | Shares | Sole | 2023-11-02 | |
| 2023-06-30 | $1,200 | 6 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $917 | 5 | Shares | Sole | 2023-04-19 | |
| 2022-12-31 | $1,651 | 12 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $2,382 | 19 | Shares | Sole | 2022-10-21 | |
| 2022-06-30 | $1,420 | 19 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $704 | 6 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $1,036 | 6 | Shares | Sole | 2022-02-03 | |
| No filing history on record for this holder in this stock. | ||||||