Position in WING
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$4,682
-$102,867 QoQ
Shares Held
27
-96.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#359
of 422 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in WING Over Time
Shares Held
Position Value (USD)
Position in Restaurants
Consumer Cyclical · as of Jun 30, 2026IFP Advisors, Inc holds $16,835,298 across 26 Restaurants names. WING ranks #19 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MCD |
Mcdonalds Corp
|
32,263 | $8,721,011 | |
| 2 | SBUX |
Starbucks Corp
|
23,885 | $2,440,808 | |
| 3 | YUM |
Yum Brands Inc
|
8,127 | $1,299,182 | |
| 4 | CMG |
Chipotle Mexican Grill Inc
|
32,686 | $1,111,324 | |
| 5 | DRI |
Darden Restaurants Inc
|
5,001 | $1,030,256 | |
| 6 | TXRH |
Texas Roadhouse, Inc.
|
3,659 | $707,028 | |
| 7 | YUMC |
Yum China Holdings, Inc.
|
8,389 | $342,858 | |
| 8 | BROS |
Dutch Bros Inc.
|
4,146 | $297,724 |
All Filings in WING
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,682 | 27 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $107,549 | 694 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $168,135 | 705 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $227,770 | 905 | Shares | Sole | 2026-02-06 | |
| 2025-06-30 | $348,525 | 1,035 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $314,684 | 1,395 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $260,611 | 917 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $350,755 | 843 | Shares | Sole | 2025-02-04 | |
| 2024-06-30 | $350,385 | 829 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $351,011 | 958 | Shares | Sole | 2024-07-30 | |
| 2023-12-31 | $298,659 | 1,164 | Shares | Sole | 2024-01-09 | |
| 2023-09-30 | $264,184 | 1,469 | Shares | Sole | 2023-10-12 | |
| 2023-06-30 | $378,302 | 1,890 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $371,565 | 2,024 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $72 | 1,288 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $79,641 | 635 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $7,477 | 100 | Shares | Sole | 2022-09-06 | |
| 2022-03-31 | $2,933 | 25 | Shares | Sole | 2022-08-08 | |
| 2021-12-31 | $7,084 | 41 | Shares | Sole | 2022-01-12 | |
| 2021-09-30 | $3,770 | 23 | Shares | Sole | 2021-10-06 | |
| 2021-06-30 | $1,733 | 11 | Shares | Sole | 2021-07-13 | |
| 2021-03-31 | $26,960 | 212 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $28,630 | 216 | Shares | Sole | 2021-01-25 | |
| 2020-09-30 | $77,480 | 567 | Shares | Sole | 2020-10-29 | |
| 2020-06-30 | $127,435 | 917 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $15,940 | 200 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||