Position in DRI
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$676,338
+$65,024 QoQ
Shares Held
3,450
+3.9% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2020
17 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 100.ToString("F0")%
None 0.ToString("F0")%
Common Shares in DRI Over Time
Shares Held
Position Value (USD)
Position in Restaurants
Consumer Cyclical · as of Mar 31, 2026EVERGREEN CAPITAL MANAGEMENT LLC holds $11,811,237 across 14 Restaurants names. DRI ranks #3 (5.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MCD |
Mcdonalds Corp
|
15,820 | $4,916,697 | |
| 2 | SBUX |
Starbucks Corp
|
21,494 | $1,925,647 | |
| 3 | DRI |
Darden Restaurants Inc
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|
3,450 | $676,338 | |
| 4 | YUM |
Yum Brands Inc
|
3,772 | $586,470 | |
| 5 | TXRH |
Texas Roadhouse, Inc.
|
3,358 | $554,540 | |
| 6 | CMG |
Chipotle Mexican Grill Inc
|
15,314 | $490,201 | |
| 7 | CAVA |
Cava Group, Inc.
|
6,033 | $488,069 | |
| 8 | EAT |
Brinker International, Inc
|
3,402 | $485,703 |
All Filings in DRI
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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. | ||||||