Position in DRI
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$10,187,606
+$1,833,950 QoQ
Shares Held
49,452
+16.1% QoQ
Ownership
0.043%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#157
of 1,079 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 62%
Shared 1%
None 37%
Common Shares in DRI Over Time
Shares Held
Position Value (USD)
Position in Restaurants
Consumer Cyclical · as of Jun 30, 2026Focus Partners Wealth holds $342,604,630 across 17 Restaurants names. DRI ranks #5 (3.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MCD |
Mcdonalds Corp
|
639,678 | $172,911,360 | |
| 2 | SBUX |
Starbucks Corp
|
1,039,159 | $106,191,658 | |
| 3 | DPZ |
Dominos Pizza Inc
|
40,287 | $11,926,563 | |
| 4 | YUM |
Yum Brands Inc
|
71,832 | $11,483,063 | |
| 5 | DRI |
Darden Restaurants Inc
This page
|
49,452 | $10,187,606 | |
| 6 | CMG |
Chipotle Mexican Grill Inc
|
276,482 | $9,400,388 | |
| 7 | CAVA |
Cava Group, Inc.
|
108,554 | $8,519,317 | |
| 8 | TXRH |
Texas Roadhouse, Inc.
|
40,294 | $7,786,009 |
All Filings in DRI
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $10,187,606 | 49,452 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $8,353,656 | 42,612 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $8,061,916 | 43,810 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $3,169,303 | 16,649 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $3,790,062 | 17,388 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $3,554,565 | 17,109 | Shares | Sole | 2025-05-20 | |
| 2024-12-31 | $3,253,259 | 17,426 | Shares | Sole | 2025-05-20 | |
| 2024-09-30 | $1,381,318 | 8,416 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $3,515,768 | 23,234 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $963,786 | 5,766 | Shares | Sole | 2024-05-16 | |
| 2023-12-31 | $216,054 | 1,315 | Shares | Sole | 2024-02-15 | |
| No filing history on record for this holder in this stock. | ||||||