Position in DRI
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$304,070
+$14,715 QoQ
Shares Held
1,476
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#724
of 1,078 holders
Holding Since
Sep 2022
16 quarters on record
Common Shares in DRI Over Time
Shares Held
Position Value (USD)
Position in Restaurants
Consumer Cyclical · as of Jun 30, 2026APPLETON PARTNERS INC/MA holds $5,870,624 across 4 Restaurants names. DRI ranks #4 (5.2% of the industry book) .
All Filings in DRI
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16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $304,070 | 1,476 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $289,355 | 1,476 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $365,463 | 1,986 | Shares | Sole | 2026-01-09 | |
| 2025-09-30 | $378,054 | 1,986 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $432,888 | 1,986 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $432,348 | 2,081 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $440,775 | 2,361 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $438,391 | 2,671 | Shares | Sole | 2024-10-01 | |
| 2024-06-30 | $407,958 | 2,696 | Shares | Sole | 2024-07-02 | |
| 2024-03-31 | $450,636 | 2,696 | Shares | Sole | 2024-04-01 | |
| 2023-12-31 | $442,952 | 2,696 | Shares | Sole | 2024-01-02 | |
| 2023-09-30 | $403,021 | 2,814 | Shares | Sole | 2023-10-03 | |
| 2023-06-30 | $470,163 | 2,814 | Shares | Sole | 2023-07-10 | |
| 2023-03-31 | $439,102 | 2,830 | Shares | Sole | 2023-04-10 | |
| 2022-12-31 | $392,027 | 2,834 | Shares | Sole | 2023-01-19 | |
| 2022-09-30 | $358,369 | 2,837 | Shares | Sole | 2022-10-27 | |
| No filing history on record for this holder in this stock. | ||||||