Position in DRI
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$2,235,620
+$1,903,333 QoQ
Shares Held
10,852
+540.2% QoQ
Ownership
0.010%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#349
of 1,079 holders
Holding Since
Mar 2020
26 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, 2026TD PRIVATE CLIENT WEALTH LLC holds $10,946,537 across 16 Restaurants names. DRI ranks #3 (20.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MCD |
Mcdonalds Corp
|
12,734 | $3,442,127 | |
| 2 | SBUX |
Starbucks Corp
|
28,597 | $2,922,327 | |
| 3 | DRI |
Darden Restaurants Inc
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|
10,852 | $2,235,620 | |
| 4 | QSR |
Restaurant Brands International Inc.
|
26,210 | $1,900,487 | |
| 5 | CMG |
Chipotle Mexican Grill Inc
|
5,442 | $185,028 | |
| 6 | YUM |
Yum Brands Inc
|
792 | $126,609 | |
| 7 | TXRH |
Texas Roadhouse, Inc.
|
244 | $47,148 | |
| 8 | CAVA |
Cava Group, Inc.
|
581 | $45,596 |
All Filings in DRI
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,235,620 | 10,852 | Shares | Defined | 2026-08-04 | |
| 2026-03-31 | $332,287 | 1,695 | Shares | Defined | 2026-04-27 | |
| 2025-12-31 | $313,202 | 1,702 | Shares | Defined | 2026-02-05 | |
| 2025-09-30 | $334,843 | 1,759 | Shares | Defined | 2025-10-27 | |
| 2025-06-30 | $391,038 | 1,794 | Shares | Defined | 2025-07-15 | |
| 2025-03-31 | $421,545 | 2,029 | Shares | Defined | 2025-04-29 | |
| 2024-12-31 | $366,659 | 1,964 | Shares | Defined | 2025-02-11 | |
| 2024-09-30 | $326,454 | 1,989 | Shares | Defined | 2024-11-18 | |
| 2024-06-30 | $302,186 | 1,997 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $323,268 | 1,934 | Shares | Defined | 2024-08-16 | |
| 2023-12-31 | $508,837 | 3,097 | Shares | Defined | 2024-08-16 | |
| 2023-09-30 | $452,288 | 3,158 | Shares | Defined | 2024-08-16 | |
| 2023-06-30 | $559,550 | 3,349 | Shares | Defined | 2024-08-16 | |
| 2023-03-31 | $477,892 | 3,080 | Shares | Defined | 2024-08-16 | |
| 2022-12-31 | $280,394 | 2,027 | Shares | Defined | 2024-08-16 | |
| 2022-09-30 | $294,957 | 2,335 | Shares | Defined | 2024-08-16 | |
| 2022-06-30 | $294,338 | 2,602 | Shares | Defined | 2024-08-16 | |
| 2022-03-31 | $290,628 | 2,186 | Shares | Defined | 2024-08-16 | |
| 2021-12-31 | $322,670 | 2,142 | Shares | Defined | 2024-08-16 | |
| 2021-09-30 | $330,961 | 2,185 | Shares | Defined | 2024-08-16 | |
| 2021-06-30 | $307,016 | 2,103 | Shares | Defined | 2024-08-16 | |
| 2021-03-31 | $295,502 | 2,081 | Shares | Defined | 2024-08-16 | |
| 2020-12-31 | $311,379 | 2,614 | Shares | Defined | 2024-08-16 | |
| 2020-09-30 | $266,860 | 2,649 | Shares | Defined | 2024-08-16 | |
| 2020-06-30 | $211,095 | 2,786 | Shares | Defined | 2024-08-16 | |
| 2020-03-31 | $53,479 | 982 | Shares | Defined | 2024-08-16 | |
| No filing history on record for this holder in this stock. | ||||||