Position in DRI
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$10,266,302
+$3,592,265 QoQ
Shares Held
49,834
+37.4% QoQ
Ownership
0.044%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#153
of 1,078 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in DRI Over Time
Shares Held
Position Value (USD)
Position in Restaurants
Consumer Cyclical · as of Jun 30, 2026Janney Montgomery Scott LLC holds $238,173,017 across 18 Restaurants names. DRI ranks #5 (4.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MCD |
Mcdonalds Corp
|
499,492 | $135,017,682 | |
| 2 | SBUX |
Starbucks Corp
|
326,310 | $33,345,618 | |
| 3 | YUM |
Yum Brands Inc
|
121,714 | $19,457,200 | |
| 4 | QSR |
Restaurant Brands International Inc.
|
164,297 | $11,913,175 | |
| 5 | DRI |
Darden Restaurants Inc
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|
49,834 | $10,266,302 | |
| 6 | CMG |
Chipotle Mexican Grill Inc
|
293,345 | $9,973,730 | |
| 7 | EAT |
Brinker International, Inc
|
35,879 | $6,027,672 | |
| 8 | BROS |
Dutch Bros Inc.
|
56,217 | $4,036,942 |
All Filings in DRI
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $10,266,302 | 49,834 | Shares | Sole | 2026-08-05 | |
| 2025-12-31 | $6,674,037 | 36,268 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $5,499,690 | 28,891 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $6,211,273 | 28,496 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $5,636,528 | 27,130 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $5,153,390 | 27,604 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $2,566,172 | 15,635 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $2,466,516 | 16,300 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $2,965,909 | 17,744 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $2,532,848 | 15,416 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $2,947,897 | 20,583 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $2,940,942 | 17,602 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $2,746,642 | 17,702 | Shares | Sole | 2023-04-28 | |
| 2022-12-31 | $2,160,299 | 15,617 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $1,862,462 | 14,744 | Shares | Sole | 2022-10-25 | |
| 2022-06-30 | $1,388,548 | 12,275 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $1,695,910 | 12,756 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $7,638,954 | 50,710 | Shares | Sole | 2022-01-27 | |
| 2021-09-30 | $4,700,871 | 31,035 | Shares | Sole | 2021-10-29 | |
| 2021-06-30 | $4,427,730 | 30,329 | Shares | Sole | 2021-07-26 | |
| 2021-03-31 | $1,394,156 | 9,818 | Shares | Sole | 2021-04-27 | |
| 2020-12-31 | $1,147,363 | 9,632 | Shares | Sole | 2021-01-25 | |
| 2020-09-30 | $1,014,451 | 10,070 | Shares | Sole | 2020-11-06 | |
| 2020-06-30 | $752,017 | 9,925 | Shares | Sole | 2020-07-23 | |
| 2020-03-31 | $547,867 | 10,060 | Shares | Sole | 2020-04-30 | |
| No filing history on record for this holder in this stock. | ||||||