Position in DRI
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$3,297,190
-$102,947 QoQ
Shares Held
16,005
-13.4% QoQ
Ownership
0.014%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#293
of 1,078 holders
Holding Since
Sep 2020
11 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, 2026J.W. COLE ADVISORS, INC. holds $18,326,466 across 6 Restaurants names. DRI ranks #2 (18.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MCD |
Mcdonalds Corp
|
36,770 | $9,939,298 | |
| 2 | DRI |
Darden Restaurants Inc
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|
16,005 | $3,297,190 | |
| 3 | SBUX |
Starbucks Corp
|
29,261 | $2,990,181 | |
| 4 | YUM |
Yum Brands Inc
|
8,458 | $1,352,095 | |
| 5 | CMG |
Chipotle Mexican Grill Inc
|
14,014 | $476,476 | |
| 6 | BROS |
Dutch Bros Inc.
|
3,777 | $271,226 |
All Filings in DRI
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,297,190 | 16,005 | Shares | Sole | 2026-07-21 | |
| 2025-12-31 | $3,400,137 | 18,477 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $2,983,321 | 15,672 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $3,449,811 | 15,827 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $3,619,386 | 17,421 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $326,520 | 1,749 | Shares | Sole | 2025-01-31 | |
| 2024-06-30 | $305,061 | 2,016 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $341,821 | 2,045 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $320,056 | 1,948 | Shares | Sole | 2024-01-31 | |
| 2023-09-30 | $257,939 | 1,801 | Shares | Sole | 2023-10-24 | |
| 2020-09-30 | $1,986,492 | 19,719 | Shares | Sole | 2020-11-05 | |
| No filing history on record for this holder in this stock. | ||||||