Position in DRI
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$273,581
+$14,809 QoQ
Shares Held
1,328
+0.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#750
of 1,079 holders
Holding Since
Mar 2020
26 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 Jun 30, 2026OAKWORTH CAPITAL, INC. holds $2,252,764 across 8 Restaurants names. DRI ranks #3 (12.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MCD |
Mcdonalds Corp
|
5,587 | $1,510,221 | |
| 2 | SBUX |
Starbucks Corp
|
3,054 | $312,087 | |
| 3 | DRI |
Darden Restaurants Inc
This page
|
1,328 | $273,581 | |
| 4 | YUM |
Yum Brands Inc
|
616 | $98,473 | |
| 5 | DPZ |
Dominos Pizza Inc
|
105 | $31,084 | |
| 6 | CAKE |
Cheesecake Factory Inc
|
189 | $15,033 | |
| 7 | YUMC |
Yum China Holdings, Inc.
|
170 | $6,947 | |
| 8 | CMG |
Chipotle Mexican Grill Inc
|
157 | $5,338 |
All Filings in DRI
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $273,581 | 1,328 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $258,772 | 1,320 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $242,906 | 1,320 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $236,426 | 1,242 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $270,718 | 1,242 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $258,037 | 1,242 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $231,868 | 1,242 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $249,805 | 1,522 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $229,400 | 1,516 | Shares | Sole | 2024-07-19 | |
| 2024-03-31 | $253,399 | 1,516 | Shares | Sole | 2024-04-22 | |
| 2023-12-31 | $249,078 | 1,516 | Shares | Sole | 2024-01-31 | |
| 2023-09-30 | $149,091 | 1,041 | Shares | Sole | 2023-10-31 | |
| 2023-06-30 | $174,598 | 1,045 | Shares | Sole | 2023-07-28 | |
| 2023-03-31 | $162,141 | 1,045 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $144,553 | 1,045 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $132,003 | 1,045 | Shares | Sole | 2022-10-31 | |
| 2022-06-30 | $118,209 | 1,045 | Shares | Sole | 2022-08-05 | |
| 2022-03-31 | $138,932 | 1,045 | Shares | Sole | 2022-04-11 | |
| 2021-12-31 | $157,418 | 1,045 | Shares | Sole | 2022-02-07 | |
| 2021-09-30 | $158,286 | 1,045 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $152,558 | 1,045 | Shares | Sole | 2021-07-20 | |
| 2021-03-31 | $148,390 | 1,045 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $124,479 | 1,045 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $105,273 | 1,045 | Shares | Sole | 2020-11-09 | |
| 2020-06-30 | $84,634 | 1,117 | Shares | Sole | 2020-08-11 | |
| 2020-03-31 | $56,909 | 1,045 | Shares | Sole | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||