Position in DRI
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$50,458,235
+$22,360,606 QoQ
Shares Held
244,931
+70.9% QoQ
Ownership
0.215%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#62
of 1,079 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 24%
Shared 0%
None 76%
Common Shares in DRI Over Time
Shares Held
Position Value (USD)
Position in Restaurants
Consumer Cyclical · as of Jun 30, 2026LPL Financial LLC holds $967,877,292 across 26 Restaurants names. DRI ranks #3 (5.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MCD |
Mcdonalds Corp
|
1,688,819 | $456,504,663 | |
| 2 | SBUX |
Starbucks Corp
|
2,515,257 | $257,034,112 | |
| 3 | DRI |
Darden Restaurants Inc
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|
244,931 | $50,458,235 | |
| 4 | YUM |
Yum Brands Inc
|
270,794 | $43,289,128 | |
| 5 | BROS |
Dutch Bros Inc.
|
596,446 | $42,830,787 | |
| 6 | CMG |
Chipotle Mexican Grill Inc
|
1,145,389 | $38,943,226 | |
| 7 | QSR |
Restaurant Brands International Inc.
|
206,087 | $14,943,368 | |
| 8 | DPZ |
Dominos Pizza Inc
|
50,377 | $14,913,607 |
All Filings in DRI
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $50,458,235 | 244,931 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $28,097,629 | 143,326 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $24,034,852 | 130,610 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $46,704,064 | 245,346 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $50,654,920 | 232,394 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $20,534,790 | 98,839 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $15,672,812 | 83,951 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $11,533,250 | 70,269 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $10,655,500 | 70,417 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $10,748,915 | 64,307 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $10,438,964 | 63,536 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $7,852,609 | 54,829 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $8,734,441 | 52,277 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $6,918,739 | 44,591 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $5,479,804 | 39,614 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $4,847,403 | 38,374 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $5,249,559 | 46,407 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $4,578,532 | 34,438 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $5,355,252 | 35,550 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $5,252,525 | 34,677 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $4,602,188 | 31,524 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $4,601,652 | 32,406 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $3,687,597 | 30,957 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $3,153,564 | 31,304 | Shares | Sole | 2020-11-09 | |
| 2020-06-30 | $2,258,097 | 29,802 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $1,246,153 | 22,882 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||