Position in DRI
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$192,001
+$12,037 QoQ
Shares Held
932
+1.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#839
of 1,079 holders
Holding Since
Jun 2023
9 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, 2026MATHER GROUP, LLC. holds $22,151,459 across 12 Restaurants names. DRI ranks #7 (0.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MCD |
Mcdonalds Corp
|
69,735 | $18,850,067 | |
| 2 | SBUX |
Starbucks Corp
|
15,410 | $1,574,747 | |
| 3 | YUM |
Yum Brands Inc
|
2,568 | $410,520 | |
| 4 | CMG |
Chipotle Mexican Grill Inc
|
11,889 | $404,226 | |
| 5 | TXRH |
Texas Roadhouse, Inc.
|
1,477 | $285,400 | |
| 6 | DPZ |
Dominos Pizza Inc
|
931 | $275,613 | |
| 7 | DRI |
Darden Restaurants Inc
This page
|
932 | $192,001 | |
| 8 | YUMC |
Yum China Holdings, Inc.
|
2,807 | $114,722 |
All Filings in DRI
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $192,001 | 932 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $179,964 | 918 | Shares | Sole | 2026-04-13 | |
| 2025-09-30 | $158,569 | 833 | Shares | Sole | 2025-10-21 | |
| 2025-03-31 | $180,335 | 868 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $196,024 | 1,050 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $176,439 | 1,075 | Shares | Sole | 2024-10-07 | |
| 2024-06-30 | $180,676 | 1,194 | Shares | Sole | 2024-07-09 | |
| 2024-03-31 | $154,112 | 922 | Shares | Sole | 2024-04-09 | |
| 2023-06-30 | $36,757 | 220 | Shares | Sole | 2023-08-08 | |
| No filing history on record for this holder in this stock. | ||||||