Position in DRI
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$127,520
+$2,644 QoQ
Shares Held
619
-2.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#857
of 1,079 holders
Holding Since
Mar 2020
15 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, 2026Johnson Financial Group, Inc. holds $4,379,634 across 7 Restaurants names. DRI ranks #3 (2.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MCD |
Mcdonalds Corp
|
14,376 | $3,885,976 | |
| 2 | SBUX |
Starbucks Corp
|
3,205 | $327,518 | |
| 3 | DRI |
Darden Restaurants Inc
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|
619 | $127,520 | |
| 4 | YUM |
Yum Brands Inc
|
106 | $16,945 | |
| 5 | CMG |
Chipotle Mexican Grill Inc
|
404 | $13,736 | |
| 6 | TXRH |
Texas Roadhouse, Inc.
|
21 | $4,057 | |
| 7 | YUMC |
Yum China Holdings, Inc.
|
95 | $3,882 |
All Filings in DRI
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $127,520 | 619 | Shares | Defined | 2026-08-10 | |
| 2026-03-31 | $124,876 | 637 | Shares | Defined | 2026-05-07 | |
| 2025-12-31 | $117,220 | 637 | Shares | Defined | 2026-02-12 | |
| 2025-09-30 | $122,781 | 645 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $134,923 | 619 | Shares | Defined | 2025-08-13 | |
| 2025-03-31 | $128,603 | 619 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $115,561 | 619 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $160,519 | 978 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $3,783 | 25 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $1,002 | 6 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $985 | 6 | Shares | Defined | 2024-02-09 | |
| 2020-12-31 | $49,672 | 417 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $7,656 | 76 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $5,758 | 76 | Shares | Defined | 2020-08-11 | |
| 2020-03-31 | $3,267 | 60 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||