Position in WING
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$23,236
+$5,415 QoQ
Shares Held
134
+16.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#330
of 422 holders
Holding Since
Dec 2020
7 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, 2026Pinnacle Wealth Planning Services, Inc. holds $6,276,286 across 25 Restaurants names. WING ranks #18 (0.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MCD |
Mcdonalds Corp
|
15,578 | $4,210,889 | |
| 2 | YUM |
Yum Brands Inc
|
2,566 | $410,200 | |
| 3 | SBUX |
Starbucks Corp
|
3,104 | $317,197 | |
| 4 | CMG |
Chipotle Mexican Grill Inc
|
8,661 | $294,474 | |
| 5 | EAT |
Brinker International, Inc
|
859 | $144,312 | |
| 6 | DRI |
Darden Restaurants Inc
|
686 | $141,322 | |
| 7 | CBRL |
Cracker Barrel Old Country Store, Inc
|
2,229 | $118,805 | |
| 8 | DPZ |
Dominos Pizza Inc
|
372 | $110,126 |
All Filings in WING
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $23,236 | 134 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $17,821 | 115 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $33,388 | 140 | Shares | Sole | 2026-02-13 | |
| 2024-09-30 | $249,648 | 600 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $253,596 | 600 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $220,206 | 601 | Shares | Sole | 2024-05-10 | |
| 2020-12-31 | $63,491 | 479 | Shares | Sole | 2021-02-12 | |
| No filing history on record for this holder in this stock. | ||||||