Position in DRI
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$35,832,552
+$30,999,579 QoQ
Shares Held
173,936
+605.5% QoQ
Ownership
0.152%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#79
of 1,079 holders
Holding Since
Dec 2021
18 quarters on record
Voting authority
Sole 26%
Shared 8%
None 66%
Common Shares in DRI Over Time
Shares Held
Position Value (USD)
Position in Restaurants
Consumer Cyclical · as of Jun 30, 2026Cerity Partners LLC holds $279,034,385 across 21 Restaurants names. DRI ranks #2 (12.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MCD |
Mcdonalds Corp
|
489,118 | $132,213,484 | |
| 2 | DRI |
Darden Restaurants Inc
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|
173,936 | $35,832,552 | |
| 3 | SBUX |
Starbucks Corp
|
269,227 | $27,512,306 | |
| 4 | TXRH |
Texas Roadhouse, Inc.
|
118,554 | $22,908,188 | |
| 5 | YUM |
Yum Brands Inc
|
137,200 | $21,932,790 | |
| 6 | CMG |
Chipotle Mexican Grill Inc
|
376,917 | $12,815,178 | |
| 7 | DPZ |
Dominos Pizza Inc
|
32,582 | $9,645,574 | |
| 8 | EAT |
Brinker International, Inc
|
36,661 | $6,159,048 |
All Filings in DRI
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18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $35,832,552 | 173,936 | Shares | Other | 2026-08-14 | |
| 2026-03-31 | $4,832,973 | 24,653 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $3,410,993 | 18,536 | Shares | Defined | 2026-02-11 | |
| 2025-09-30 | $3,168,542 | 16,645 | Shares | Other | 2025-10-22 | |
| 2025-06-30 | $4,151,238 | 19,045 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $3,420,560 | 16,464 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $2,165,604 | 11,600 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $2,207,220 | 13,448 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $1,682,375 | 11,118 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $2,578,455 | 15,426 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $1,062,528 | 6,467 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $464,892 | 3,246 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $967,226 | 5,789 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $965,405 | 6,222 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $542,391 | 3,921 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $324,516 | 2,569 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $278,840 | 2,465 | Shares | Sole | 2022-08-10 | |
| 2021-12-31 | $260,305 | 1,728 | Shares | Sole | 2022-02-14 | |
| No filing history on record for this holder in this stock. | ||||||