Position in DRI
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$335,384
New position
Shares Held
1,628
first reported quarter
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#696
of 1,079 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 100%
Shared 0%
None 0%
Position in Restaurants
Consumer Cyclical · as of Jun 30, 2026Crestwood Advisors Group, LLC holds $13,645,284 across 6 Restaurants names. DRI ranks #4 (2.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MCD |
Mcdonalds Corp
|
29,410 | $7,949,816 | |
| 2 | SBUX |
Starbucks Corp
|
39,146 | $4,000,329 | |
| 3 | YUM |
Yum Brands Inc
|
5,121 | $818,643 | |
| 4 | DRI |
Darden Restaurants Inc
This page
|
1,628 | $335,384 | |
| 5 | CMG |
Chipotle Mexican Grill Inc
|
8,112 | $275,808 | |
| 6 | TXRH |
Texas Roadhouse, Inc.
|
1,373 | $265,304 |
All Filings in DRI
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $335,384 | 1,628 | Shares | Sole | 2026-08-03 | |
| No filing history on record for this holder in this stock. | ||||||