Position in DRI
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$865,712
+$105,342 QoQ
Shares Held
4,416
+6.9% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2021
20 quarters on record
Voting authority
Sole 2%
Shared 0%
None 98%
Common Shares in DRI Over Time
Shares Held
Position Value (USD)
Position in Restaurants
Consumer Cyclical · as of Mar 31, 2026Allworth Financial LP holds $50,383,688 across 32 Restaurants names. DRI ranks #5 (1.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MCD |
Mcdonalds Corp
|
77,344 | $24,037,741 | |
| 2 | SBUX |
Starbucks Corp
|
219,359 | $19,652,372 | |
| 3 | YUM |
Yum Brands Inc
|
13,394 | $2,082,499 | |
| 4 | CMG |
Chipotle Mexican Grill Inc
|
44,391 | $1,420,955 | |
| 5 | DRI |
Darden Restaurants Inc
This page
|
4,416 | $865,712 | |
| 6 | TXRH |
Texas Roadhouse, Inc.
|
3,461 | $571,549 | |
| 7 | YUMC |
Yum China Holdings, Inc.
|
11,503 | $561,116 | |
| 8 | BROS |
Dutch Bros Inc.
|
5,351 | $271,081 |
All Filings in DRI
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $865,712 | 4,416 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $760,370 | 4,132 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $751,541 | 3,948 | Shares | Sole | 2025-12-02 | |
| 2025-06-30 | $829,157 | 3,804 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $750,013 | 3,610 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $721,743 | 3,866 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $595,299 | 3,627 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $579,101 | 3,827 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $584,021 | 3,494 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $43,539 | 265 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $22,915 | 160 | Shares | Sole | 2023-10-31 | |
| 2023-06-30 | $30,742 | 184 | Shares | Sole | 2023-07-18 | |
| 2023-03-31 | $37,859 | 244 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $18,397 | 133 | Shares | Sole | 2023-01-13 | |
| 2022-09-30 | $9,600 | 76 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $3,393 | 30 | Shares | Sole | 2022-07-13 | |
| 2022-03-31 | $797 | 6 | Shares | Sole | 2022-04-22 | |
| 2021-12-31 | $5,874 | 39 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $11,814 | 78 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $2,481 | 17 | Shares | Sole | 2021-08-02 | |
| No filing history on record for this holder in this stock. | ||||||