Plante Moran Financial Advisors, LLC
Position in DRI — Darden Restaurants Inc
CIK 1424717
SOUTHFIELD, MI
Position in DRI
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$52,326
+$2,728 QoQ
Shares Held
254
+0.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#900
of 1,078 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in DRI Over Time
Shares Held
Position Value (USD)
Position in Restaurants
Consumer Cyclical · as of Jun 30, 2026Plante Moran Financial Advisors, LLC holds $707,910 across 15 Restaurants names. DRI ranks #4 (7.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MCD |
Mcdonalds Corp
|
1,275 | $344,645 | |
| 2 | YUM |
Yum Brands Inc
|
1,264 | $202,063 | |
| 3 | SBUX |
Starbucks Corp
|
524 | $53,547 | |
| 4 | DRI |
Darden Restaurants Inc
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|
254 | $52,326 | |
| 5 | YUMC |
Yum China Holdings, Inc.
|
1,001 | $40,910 | |
| 6 | CAVA |
Cava Group, Inc.
|
129 | $10,123 | |
| 7 | EAT |
Brinker International, Inc
|
9 | $1,512 | |
| 8 | WEN |
Wendy's Co
|
63 | $522 |
All Filings in DRI
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $52,326 | 254 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $49,598 | 253 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $188,436 | 1,024 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $194,928 | 1,024 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $221,675 | 1,017 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $201,734 | 971 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $181,275 | 971 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $159,370 | 971 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $146,931 | 971 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $162,302 | 971 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $387,748 | 2,360 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $337,999 | 2,360 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $394,308 | 2,360 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $470,445 | 3,032 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $422,459 | 3,054 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $537,365 | 4,254 | Shares | Sole | 2022-11-02 | |
| 2022-06-30 | $479,063 | 4,235 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $29,249 | 220 | Shares | Sole | 2022-05-06 | |
| 2021-12-31 | $41,727 | 277 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $54,377 | 359 | Shares | Sole | 2021-11-08 | |
| 2021-06-30 | $52,410 | 359 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $50,978 | 359 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $42,764 | 359 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $36,165 | 359 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $1,515 | 20 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $1,089 | 20 | Shares | Sole | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||