Position in DRI
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$3,941,578
+$501,142 QoQ
Shares Held
20,106
+7.5% QoQ
Ownership
0.018%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
24 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in DRI Over Time
Shares Held
Position Value (USD)
Position in Restaurants
Consumer Cyclical · as of Mar 31, 2026Advisory Services Network, LLC holds $29,026,834 across 28 Restaurants names. DRI ranks #3 (13.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MCD |
Mcdonalds Corp
|
47,623 | $14,800,746 | |
| 2 | SBUX |
Starbucks Corp
|
52,696 | $4,721,026 | |
| 3 | DRI |
Darden Restaurants Inc
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|
20,106 | $3,941,578 | |
| 4 | EAT |
Brinker International, Inc
|
9,139 | $1,304,773 | |
| 5 | YUM |
Yum Brands Inc
|
5,760 | $895,559 | |
| 6 | CMG |
Chipotle Mexican Grill Inc
|
23,476 | $751,463 | |
| 7 | WING |
Wingstop Inc.
|
4,277 | $662,804 | |
| 8 | WEN |
Wendy's Co
|
52,771 | $366,757 |
All Filings in DRI
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $3,941,578 | 20,106 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $3,440,436 | 18,696 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $3,431,997 | 18,029 | Shares | Sole | 2025-11-18 | |
| 2025-06-30 | $3,130,482 | 14,362 | Shares | Sole | 2025-08-19 | |
| 2025-03-31 | $2,962,863 | 14,261 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $2,438,169 | 13,060 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $2,115,469 | 12,889 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $1,950,361 | 12,889 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $2,234,125 | 13,366 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $2,245,321 | 13,666 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $2,388,477 | 16,677 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $2,552,814 | 15,279 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $2,124,448 | 13,692 | Shares | Sole | 2023-05-17 | |
| 2022-12-31 | $1,766,611 | 12,771 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $1,437,394 | 11,379 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,255,743 | 11,101 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $1,333,752 | 10,032 | Shares | Sole | 2022-05-23 | |
| 2021-12-31 | $1,403,360 | 9,316 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $1,296,885 | 8,562 | Shares | Sole | 2021-11-05 | |
| 2021-06-30 | $985,139 | 6,748 | Shares | Sole | 2021-08-12 | |
| 2020-12-31 | $15,247 | 128 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $50,268 | 499 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $373,924 | 4,935 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $402,458 | 7,390 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||