Position in DRI
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$980,813
-$203,856 QoQ
Shares Held
4,761
-21.2% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#481
of 1,079 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 5%
Shared 0%
None 95%
Common Shares in DRI Over Time
Shares Held
Position Value (USD)
Position in Restaurants
Consumer Cyclical · as of Jun 30, 2026Waverly Advisors, LLC holds $84,780,725 across 11 Restaurants names. DRI ranks #6 (1.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MCD |
Mcdonalds Corp
|
169,676 | $45,865,119 | |
| 2 | SBUX |
Starbucks Corp
|
240,127 | $24,538,578 | |
| 3 | DPZ |
Dominos Pizza Inc
|
17,793 | $5,267,439 | |
| 4 | QSR |
Restaurant Brands International Inc.
|
47,553 | $3,448,068 | |
| 5 | YUM |
Yum Brands Inc
|
16,206 | $2,590,691 | |
| 6 | DRI |
Darden Restaurants Inc
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|
4,761 | $980,813 | |
| 7 | CMG |
Chipotle Mexican Grill Inc
|
24,362 | $828,308 | |
| 8 | TXRH |
Texas Roadhouse, Inc.
|
4,053 | $783,161 |
All Filings in DRI
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $980,813 | 4,761 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $1,184,669 | 6,043 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $818,888 | 4,450 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $651,220 | 3,421 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $487,380 | 2,236 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $380,408 | 1,831 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $334,175 | 1,790 | Shares | Sole | 2025-02-14 | |
| No filing history on record for this holder in this stock. | ||||||