Position in DRI
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$8,353,656
+$291,740 QoQ
Shares Held
42,612
-2.7% QoQ
Ownership
0.037%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2023
10 quarters on record
Voting authority
Sole 69.45389688108705.ToString("F0")%
Shared 0.ToString("F0")%
None 30.54610311891296.ToString("F0")%
Common Shares in DRI Over Time
Shares Held
Position Value (USD)
Position in Restaurants
Consumer Cyclical · as of Mar 31, 2026Focus Partners Wealth holds $346,059,032 across 14 Restaurants names. DRI ranks #7 (2.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MCD |
Mcdonalds Corp
|
635,056 | $197,369,054 | |
| 2 | SBUX |
Starbucks Corp
|
862,150 | $77,240,018 | |
| 3 | DPZ |
Dominos Pizza Inc
|
39,621 | $14,215,618 | |
| 4 | CMG |
Chipotle Mexican Grill Inc
|
371,751 | $11,899,749 | |
| 5 | YUM |
Yum Brands Inc
|
71,483 | $11,114,176 | |
| 6 | CAVA |
Cava Group, Inc.
|
116,453 | $9,421,047 | |
| 7 | DRI |
Darden Restaurants Inc
This page
|
42,612 | $8,353,656 | |
| 8 | WEN |
Wendy's Co
|
1,047,447 | $7,279,756 |
All Filings in DRI
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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 | $3,344,738 | 17,916 | Shares | Sole | 2025-05-29 | |
| 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. | ||||||