Lee Financial Co

Position in DRI — Darden Restaurants Inc

CIK 1391166 Dallas, TX

Position in DRI

as of Jun 30, 2026 · filed Jul 22, 2026 Compact

Position Value

$1,162,720

+$1,160,585 QoQ

Shares Held

5,644

+43315.4% QoQ

Ownership

0.005%

of shares outstanding

% of Portfolio

0.56%

of 13F equity value

Holder Rank

#453

of 1,079 holders

Holding Since

Mar 2020

17 quarters on record

Voting authority Sole 3% Shared 0% None 97%

Consumer Cyclical · as of Jun 30, 2026

Lee Financial Co holds $2,579,855 across 2 Restaurants names. DRI ranks #2 (45.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	QSR	Restaurant Brands International Inc.	19,544	$1,417,135
2	DRI	Darden Restaurants Inc This page	5,644	$1,162,720

17 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,162,720	5,644	+43315.4%	Shares	Other	2026-07-22
2023-12-31	$2,135	13	0.0%	Shares	Other	2024-02-08
2023-09-30	$1,861	13	0.0%	Shares	Other	2023-11-09
2023-06-30	$2,172	13	-95.7%	Shares	Other	2023-08-08
2023-03-31	$46,548	300	0.0%	Shares	Sole	2023-05-15
2022-12-31	$41,499	300	0.0%	Shares	Sole	2023-02-09
2022-09-30	$37,896	300	0.0%	Shares	Sole	2022-11-02
2022-06-30	$33,936	300	0.0%	Shares	Sole	2022-08-10
2022-03-31	$39,885	300	0.0%	Shares	Sole	2022-05-11
2021-12-31	$45,192	300	0.0%	Shares	Sole	2022-02-08
2021-09-30	$45,441	300	0.0%	Shares	Sole	2021-11-12
2021-06-30	$43,797	300	-27.9%	Shares	Sole	2021-08-04
2021-03-31	$59,072	416	0.0%	Shares	Other	2021-05-13
2020-12-31	$49,553	416	0.0%	Shares	Other	2021-02-12
2020-09-30	$41,907	416	0.0%	Shares	Other	2020-11-03
2020-06-30	$31,520	416	+258.6%	Shares	Other	2020-08-11
2020-03-31	$6,317	116	—	Shares	Other	2020-05-07
No filing history on record for this holder in this stock.