Position in DRI
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$8,290,335
+$2,167,438 QoQ
Shares Held
42,289
+27.1% QoQ
Ownership
0.037%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 0.4043604719903521.ToString("F0")%
Shared 0.ToString("F0")%
None 99.59563952800966.ToString("F0")%
Common Shares in DRI Over Time
Shares Held
Position Value (USD)
Derivatives in DRI
reported options exposure · as of Mar 31, 2020CallValue
$0
CallShares
0
PutValue
$21,784
PutShares
400
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Restaurants
Consumer Cyclical · as of Mar 31, 2026Creative Planning holds $288,745,867 across 29 Restaurants names. DRI ranks #6 (2.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MCD |
Mcdonalds Corp
|
445,841 | $138,562,923 | |
| 2 | SBUX |
Starbucks Corp
|
508,092 | $45,519,961 | |
| 3 | YUM |
Yum Brands Inc
|
146,316 | $22,749,210 | |
| 4 | TXRH |
Texas Roadhouse, Inc.
|
85,140 | $14,060,019 | |
| 5 | CMG |
Chipotle Mexican Grill Inc
|
420,721 | $13,467,279 | |
| 6 | DRI |
Darden Restaurants Inc
This page
|
42,289 | $8,290,335 | |
| 7 | EAT |
Brinker International, Inc
|
42,824 | $6,113,981 | |
| 8 | DPZ |
Dominos Pizza Inc
|
16,812 | $6,031,977 |
All Filings in DRI
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $8,290,335 | 42,289 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $6,122,897 | 33,273 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $6,562,469 | 34,474 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $6,767,967 | 31,050 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $6,307,593 | 30,360 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $3,739,960 | 20,033 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $2,876,542 | 17,526 | Shares | Defined | 2024-10-11 | |
| 2024-06-30 | $3,087,528 | 20,404 | Shares | Defined | 2024-08-15 | |
| 2024-03-31 | $3,205,268 | 19,176 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $2,928,811 | 17,826 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $2,495,178 | 17,422 | Shares | Sole | 2023-11-16 | |
| 2023-06-30 | $2,633,848 | 15,764 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $2,341,829 | 15,093 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $1,735,073 | 12,543 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $1,571,673 | 12,442 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $1,317,395 | 11,646 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $1,719,575 | 12,934 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $1,922,919 | 12,765 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $2,158,598 | 14,251 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $2,019,625 | 13,834 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $2,188,788 | 15,414 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $1,669,228 | 14,013 | Shares | Sole | 2021-01-29 | |
| 2020-09-30 | $1,407,438 | 13,971 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $1,129,579 | 14,908 | Shares | Sole | 2020-07-23 | |
| 2020-03-31 | $856,655 | 15,730 | Shares | Sole | 2020-05-05 | |
| 2020-03-31 | $21,784 | 400 | Put | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||