Position in DRI
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$739,163
+$62,825 QoQ
Shares Held
3,588
+4.0% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#525
of 1,079 holders
Holding Since
Jun 2020
18 quarters on record
Voting authority
Sole 0%
Shared 100%
None 0%
Common Shares in DRI Over Time
Shares Held
Position Value (USD)
Position in Restaurants
Consumer Cyclical · as of Jun 30, 2026EVERGREEN CAPITAL MANAGEMENT LLC holds $12,291,702 across 15 Restaurants names. DRI ranks #3 (6.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MCD |
Mcdonalds Corp
|
17,296 | $4,675,281 | |
| 2 | SBUX |
Starbucks Corp
|
26,003 | $2,657,246 | |
| 3 | DRI |
Darden Restaurants Inc
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|
3,588 | $739,163 | |
| 4 | EAT |
Brinker International, Inc
|
4,298 | $722,064 | |
| 5 | TXRH |
Texas Roadhouse, Inc.
|
3,074 | $593,989 | |
| 6 | CAVA |
Cava Group, Inc.
|
6,038 | $473,861 | |
| 7 | YUM |
Yum Brands Inc
|
2,889 | $461,835 | |
| 8 | WEN |
Wendy's Co
|
52,155 | $432,364 |
All Filings in DRI
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $739,163 | 3,588 | Shares | Other | 2026-07-23 | |
| 2026-03-31 | $676,338 | 3,450 | Shares | Other | 2026-05-14 | |
| 2025-12-31 | $611,314 | 3,322 | Shares | Other | 2026-01-27 | |
| 2025-09-30 | $577,742 | 3,035 | Shares | Other | 2025-10-28 | |
| 2025-06-30 | $654,781 | 3,004 | Shares | Other | 2025-08-14 | |
| 2025-03-31 | $607,074 | 2,922 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $533,186 | 2,856 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $456,937 | 2,784 | Shares | Other | 2024-11-14 | |
| 2024-06-30 | $435,347 | 2,877 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $471,027 | 2,818 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $458,067 | 2,788 | Shares | Other | 2024-02-14 | |
| 2023-09-30 | $390,703 | 2,728 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $464,315 | 2,779 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $420,482 | 2,710 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $373,767 | 2,702 | Shares | Sole | 2023-02-14 | |
| 2020-12-31 | $439,910 | 3,693 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $381,502 | 3,787 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $283,455 | 3,741 | Shares | Sole | 2020-08-14 | |
| No filing history on record for this holder in this stock. | ||||||