Position in DRI
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$1,099,474
+$267,678 QoQ
Shares Held
5,337
+25.8% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#462
of 1,079 holders
Holding Since
Mar 2020
7 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, 2026Merit Financial Group, LLC holds $35,574,798 across 13 Restaurants names. DRI ranks #7 (3.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MCD |
Mcdonalds Corp
|
45,211 | $12,220,981 | |
| 2 | SBUX |
Starbucks Corp
|
93,867 | $9,592,263 | |
| 3 | YUM |
Yum Brands Inc
|
17,476 | $2,793,708 | |
| 4 | TXRH |
Texas Roadhouse, Inc.
|
13,810 | $2,668,504 | |
| 5 | CMG |
Chipotle Mexican Grill Inc
|
74,286 | $2,525,724 | |
| 6 | DPZ |
Dominos Pizza Inc
|
6,479 | $1,918,041 | |
| 7 | DRI |
Darden Restaurants Inc
This page
|
5,337 | $1,099,474 | |
| 8 | EAT |
Brinker International, Inc
|
5,002 | $840,336 |
All Filings in DRI
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,099,474 | 5,337 | Shares | Other | 2026-07-20 | |
| 2026-03-31 | $831,796 | 4,243 | Shares | Other | 2026-04-15 | |
| 2025-12-31 | $746,567 | 4,057 | Shares | Other | 2026-01-26 | |
| 2025-09-30 | $1,048,501 | 5,508 | Shares | Other | 2025-11-07 | |
| 2025-06-30 | $1,432,716 | 6,573 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $525,840 | 2,531 | Shares | Sole | 2025-04-09 | |
| 2020-03-31 | $247,357 | 4,542 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||