Position in DRI
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$2,722,421
+$126,853 QoQ
Shares Held
13,215
-0.2% QoQ
Ownership
0.012%
of shares outstanding
% of Portfolio
0.22%
of 13F equity value
Holder Rank
#318
of 1,078 holders
Holding Since
Mar 2020
23 quarters on record
Voting authority
Sole 69%
Shared 0%
None 31%
Common Shares in DRI Over Time
Shares Held
Position Value (USD)
Position in Restaurants
Consumer Cyclical · as of Jun 30, 2026Capital Analysts, LLC holds $11,189,790 across 8 Restaurants names. DRI ranks #2 (24.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MCD |
Mcdonalds Corp
|
25,260 | $6,828,029 | |
| 2 | DRI |
Darden Restaurants Inc
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|
13,215 | $2,722,421 | |
| 3 | YUM |
Yum Brands Inc
|
5,479 | $875,872 | |
| 4 | SBUX |
Starbucks Corp
|
6,695 | $684,161 | |
| 5 | QSR |
Restaurant Brands International Inc.
|
924 | $66,999 | |
| 6 | BROS |
Dutch Bros Inc.
|
72 | $5,170 | |
| 7 | CMG |
Chipotle Mexican Grill Inc
|
127 | $4,318 | |
| 8 | YUMC |
Yum China Holdings, Inc.
|
69 | $2,820 |
All Filings in DRI
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,722,421 | 13,215 | Shares | Defined | 2026-08-05 | |
| 2026-03-31 | $2,595,568 | 13,240 | Shares | Defined | 2026-05-14 | |
| 2025-12-31 | $2,300,617 | 12,502 | Shares | Defined | 2026-05-15 | |
| 2025-09-30 | $2,234,826 | 11,740 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $2,646,591 | 12,142 | Shares | Defined | 2025-08-13 | |
| 2025-03-31 | $2,467,772 | 11,878 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $2,188,006 | 11,720 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $1,954,952 | 11,911 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $1,763,331 | 11,653 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $1,971,032 | 11,792 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $1,995,916 | 12,148 | Shares | Defined | 2024-01-30 | |
| 2023-09-30 | $1,782,086 | 12,443 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $2,156,000 | 12,904 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $1,948,188 | 12,556 | Shares | Defined | 2023-05-05 | |
| 2022-12-31 | $1,644,328 | 11,887 | Shares | Defined | 2023-02-08 | |
| 2022-09-30 | $1,441,184 | 11,409 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $1,197,375 | 10,585 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $1,297,459 | 9,759 | Shares | Defined | 2022-05-12 | |
| 2021-12-31 | $1,498,416 | 9,947 | Shares | Defined | 2022-02-10 | |
| 2021-09-30 | $1,461,685 | 9,650 | Shares | Defined | 2021-11-04 | |
| 2021-06-30 | $1,463,987 | 10,028 | Shares | Defined | 2021-11-15 | |
| 2021-03-31 | $852 | 6 | Shares | Defined | 2021-05-17 | |
| 2020-03-31 | $707 | 13 | Shares | Sole | 2020-05-08 | |
| No filing history on record for this holder in this stock. | ||||||