Position in DRI
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$303,246
-$37,667 QoQ
Shares Held
1,472
-15.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#727
of 1,079 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 77%
Shared 0%
None 23%
Common Shares in DRI Over Time
Shares Held
Position Value (USD)
Position in Restaurants
Consumer Cyclical · as of Jun 30, 2026Choate Investment Advisors holds $8,563,437 across 6 Restaurants names. DRI ranks #6 (3.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MCD |
Mcdonalds Corp
|
20,733 | $5,604,337 | |
| 2 | YUM |
Yum Brands Inc
|
7,710 | $1,232,520 | |
| 3 | CMG |
Chipotle Mexican Grill Inc
|
20,696 | $703,664 | |
| 4 | YUMC |
Yum China Holdings, Inc.
|
8,920 | $364,560 | |
| 5 | SBUX |
Starbucks Corp
|
3,475 | $355,110 | |
| 6 | DRI |
Darden Restaurants Inc
This page
|
1,472 | $303,246 |
All Filings in DRI
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $303,246 | 1,472 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $340,913 | 1,739 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $380,553 | 2,068 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $425,454 | 2,235 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $487,162 | 2,235 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $463,512 | 2,231 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $412,024 | 2,207 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $380,945 | 2,321 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $327,305 | 2,163 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $476,043 | 2,848 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $491,749 | 2,993 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $433,813 | 3,029 | Shares | Sole | 2023-10-30 | |
| 2023-06-30 | $443,764 | 2,656 | Shares | Sole | 2023-08-01 | |
| 2023-03-31 | $406,364 | 2,619 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $410,148 | 2,965 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $361,906 | 2,865 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $331,667 | 2,932 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $392,468 | 2,952 | Shares | Sole | 2022-04-29 | |
| 2021-12-31 | $461,109 | 3,061 | Shares | Sole | 2022-02-07 | |
| 2021-09-30 | $461,832 | 3,049 | Shares | Sole | 2021-11-04 | |
| 2021-06-30 | $478,555 | 3,278 | Shares | Sole | 2021-07-30 | |
| 2021-03-31 | $788,810 | 5,555 | Shares | Sole | 2021-05-07 | |
| 2020-12-31 | $661,711 | 5,555 | Shares | Sole | 2021-02-08 | |
| 2020-09-30 | $682,714 | 6,777 | Shares | Sole | 2020-10-26 | |
| 2020-06-30 | $741,712 | 9,789 | Shares | Sole | 2020-07-23 | |
| 2020-03-31 | $533,108 | 9,789 | Shares | Sole | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||