Position in DRI
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$251,744
+$12,184 QoQ
Shares Held
1,222
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#773
of 1,079 holders
Holding Since
Jun 2023
11 quarters on record
Voting authority
Sole 60%
Shared 0%
None 40%
Common Shares in DRI Over Time
Shares Held
Position Value (USD)
Position in Restaurants
Consumer Cyclical · as of Jun 30, 2026CABOT WEALTH MANAGEMENT INC holds $535,569 across 2 Restaurants names. DRI ranks #2 (47.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MCD |
Mcdonalds Corp
|
1,050 | $283,825 | |
| 2 | DRI |
Darden Restaurants Inc
This page
|
1,222 | $251,744 |
All Filings in DRI
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $251,744 | 1,222 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $239,560 | 1,222 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $224,872 | 1,222 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $232,619 | 1,222 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $266,359 | 1,222 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $253,882 | 1,222 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $228,135 | 1,222 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $200,566 | 1,222 | Shares | Sole | 2024-10-15 | |
| 2024-03-31 | $204,257 | 1,222 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $200,774 | 1,222 | Shares | Sole | 2024-02-12 | |
| 2023-06-30 | $209,518 | 1,254 | Shares | Sole | 2023-07-13 | |
| No filing history on record for this holder in this stock. | ||||||