Position in DRI
as of Jun 30, 2026
· filed Jul 10, 2026
Position Value
$22,867
+$1,891 QoQ
Shares Held
111
+3.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#936
of 1,078 holders
Holding Since
Sep 2021
20 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, 2026JFS WEALTH ADVISORS, LLC holds $2,367,187 across 17 Restaurants names. DRI ranks #4 (1.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MCD |
Mcdonalds Corp
|
7,173 | $1,938,933 | |
| 2 | SBUX |
Starbucks Corp
|
2,241 | $229,007 | |
| 3 | YUM |
Yum Brands Inc
|
677 | $108,225 | |
| 4 | DRI |
Darden Restaurants Inc
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|
111 | $22,867 | |
| 5 | YUMC |
Yum China Holdings, Inc.
|
447 | $18,268 | |
| 6 | CMG |
Chipotle Mexican Grill Inc
|
454 | $15,436 | |
| 7 | TXRH |
Texas Roadhouse, Inc.
|
62 | $11,980 | |
| 8 | DPZ |
Dominos Pizza Inc
|
26 | $7,697 |
All Filings in DRI
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $22,867 | 111 | Shares | Sole | 2026-07-10 | |
| 2026-03-31 | $20,976 | 107 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $41,956 | 228 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $14,467 | 76 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $17,219 | 79 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $15,582 | 75 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $14,001 | 75 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $12,309 | 75 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $11,046 | 73 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $12,201 | 73 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $11,993 | 73 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $10,455 | 73 | Shares | Sole | 2023-11-02 | |
| 2023-06-30 | $12,196 | 73 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $11,326 | 73 | Shares | Sole | 2023-04-19 | |
| 2022-12-31 | $10,374 | 75 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $8,968 | 71 | Shares | Sole | 2022-10-21 | |
| 2022-06-30 | $10,633 | 94 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $12,630 | 95 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $13,256 | 88 | Shares | Sole | 2022-02-03 | |
| 2021-09-30 | $139,200 | 919 | Shares | Sole | 2021-11-09 | |
| No filing history on record for this holder in this stock. | ||||||