Position in DRI
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$4,327,034
+$1,208,234 QoQ
Shares Held
21,004
+32.0% QoQ
Ownership
0.018%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#250
of 1,079 holders
Holding Since
Sep 2021
19 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, 2026Atria Investments, Inc holds $45,290,631 across 15 Restaurants names. DRI ranks #3 (9.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MCD |
Mcdonalds Corp
|
64,048 | $17,312,814 | |
| 2 | SBUX |
Starbucks Corp
|
107,953 | $11,031,717 | |
| 3 | DRI |
Darden Restaurants Inc
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|
21,004 | $4,327,034 | |
| 4 | YUM |
Yum Brands Inc
|
26,029 | $4,160,995 | |
| 5 | QSR |
Restaurant Brands International Inc.
|
29,098 | $2,109,895 | |
| 6 | CMG |
Chipotle Mexican Grill Inc
|
35,350 | $1,201,900 | |
| 7 | YUMC |
Yum China Holdings, Inc.
|
26,929 | $1,100,588 | |
| 8 | EAT |
Brinker International, Inc
|
5,726 | $961,968 |
All Filings in DRI
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,327,034 | 21,004 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $3,118,800 | 15,909 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $1,892,461 | 10,284 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $1,589,125 | 8,348 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $1,840,320 | 8,443 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $2,049,344 | 9,864 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $1,659,674 | 8,890 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $2,064,263 | 12,577 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $2,054,925 | 13,580 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $3,937,218 | 23,555 | Shares | Sole | 2024-05-21 | |
| 2023-12-31 | $3,062,880 | 18,642 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $2,501,194 | 17,464 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $2,963,832 | 17,739 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $2,710,024 | 17,466 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $1,530,068 | 11,061 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $1,166,438 | 9,234 | Shares | Sole | 2022-11-01 | |
| 2022-03-31 | $1,174,613 | 8,835 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $1,214,610 | 8,063 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $1,196,310 | 7,898 | Shares | Sole | 2021-11-16 | |
| No filing history on record for this holder in this stock. | ||||||