Position in DRI
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$1,064,659
+$536,920 QoQ
Shares Held
5,168
+92.0% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#465
of 1,079 holders
Holding Since
Sep 2023
11 quarters on record
Voting authority
Sole 90%
Shared 0%
None 10%
Common Shares in DRI Over Time
Shares Held
Position Value (USD)
Position in Restaurants
Consumer Cyclical · as of Jun 30, 2026EP Wealth Advisors, LLC holds $88,784,929 across 6 Restaurants names. DRI ranks #4 (1.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MCD |
Mcdonalds Corp
|
282,614 | $76,393,390 | |
| 2 | SBUX |
Starbucks Corp
|
75,211 | $7,685,812 | |
| 3 | YUM |
Yum Brands Inc
|
14,820 | $2,369,125 | |
| 4 | DRI |
Darden Restaurants Inc
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|
5,168 | $1,064,659 | |
| 5 | CMG |
Chipotle Mexican Grill Inc
|
27,897 | $948,498 | |
| 6 | YUMC |
Yum China Holdings, Inc.
|
7,914 | $323,445 |
All Filings in DRI
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,064,659 | 5,168 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $527,739 | 2,692 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $376,320 | 2,045 | Shares | Sole | 2026-02-18 | |
| 2025-06-30 | $334,365 | 1,534 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $311,640 | 1,500 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $252,031 | 1,350 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $251,939 | 1,535 | Shares | Sole | 2024-11-15 | |
| 2024-06-30 | $214,571 | 1,418 | Shares | Sole | 2024-08-19 | |
| 2024-03-31 | $224,482 | 1,343 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $200,281 | 1,219 | Shares | Sole | 2024-02-28 | |
| 2023-09-30 | $219,556 | 1,533 | Shares | Sole | 2023-11-24 | |
| No filing history on record for this holder in this stock. | ||||||