Position in WING
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$4,508
+$1,099 QoQ
Shares Held
26
+18.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#361
of 422 holders
Holding Since
Sep 2021
19 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, 2026Bell Investment Advisors, Inc holds $445,807 across 15 Restaurants names. WING ranks #10 (1.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SBUX |
Starbucks Corp
|
1,833 | $187,314 | |
| 2 | MCD |
Mcdonalds Corp
|
273 | $73,794 | |
| 3 | YUM |
Yum Brands Inc
|
409 | $65,382 | |
| 4 | CMG |
Chipotle Mexican Grill Inc
|
934 | $31,756 | |
| 5 | DRI |
Darden Restaurants Inc
|
136 | $28,017 | |
| 6 | YUMC |
Yum China Holdings, Inc.
|
467 | $19,086 | |
| 7 | EAT |
Brinker International, Inc
|
83 | $13,944 | |
| 8 | TXRH |
Texas Roadhouse, Inc.
|
33 | $6,376 |
All Filings in WING
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,508 | 26 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $3,409 | 22 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $5,246 | 22 | Shares | Sole | 2026-02-24 | |
| 2025-09-30 | $5,536 | 22 | Shares | Sole | 2025-11-21 | |
| 2025-06-30 | $7,408 | 22 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $5,413 | 24 | Shares | Sole | 2025-05-16 | |
| 2024-12-31 | $6,252 | 22 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $9,569 | 23 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $9,721 | 23 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $8,427 | 23 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $5,644 | 22 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $3,956 | 22 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $5,004 | 25 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $4,589 | 25 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $3,027 | 22 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $2,759 | 22 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $1,644 | 22 | Shares | Sole | 2022-08-12 | |
| 2021-12-31 | $3,801 | 22 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $4,098 | 25 | Shares | Sole | 2021-11-12 | |
| No filing history on record for this holder in this stock. | ||||||