Position in DRI
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$8,652
+$1,007 QoQ
Shares Held
42
+7.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#978
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, 2026RAFFA WEALTH MANAGEMENT, LLC holds $60,248 across 10 Restaurants names. DRI ranks #5 (14.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MCD |
Mcdonalds Corp
|
52 | $14,056 | |
| 2 | SBUX |
Starbucks Corp
|
123 | $12,569 | |
| 3 | CMG |
Chipotle Mexican Grill Inc
|
368 | $12,512 | |
| 4 | YUM |
Yum Brands Inc
|
57 | $9,112 | |
| 5 | DRI |
Darden Restaurants Inc
This page
|
42 | $8,652 | |
| 6 | QSR |
Restaurant Brands International Inc.
|
25 | $1,812 | |
| 7 | YUMC |
Yum China Holdings, Inc.
|
27 | $1,103 | |
| 8 | TXRH |
Texas Roadhouse, Inc.
|
1 | $193 |
All Filings in DRI
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,652 | 42 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $7,645 | 39 | Shares | Sole | 2026-07-27 | |
| 2025-12-31 | $6,808 | 37 | Shares | Sole | 2026-07-27 | |
| 2025-09-30 | $3,045 | 16 | Shares | Sole | 2026-07-27 | |
| 2025-06-30 | $15,693 | 72 | Shares | Sole | 2026-07-27 | |
| 2025-03-31 | $3,324 | 16 | Shares | Sole | 2026-07-27 | |
| 2024-12-31 | $2,987 | 16 | Shares | Sole | 2026-07-27 | |
| 2024-09-30 | $3,610 | 22 | Shares | Sole | 2026-07-27 | |
| 2024-06-30 | $3,329 | 22 | Shares | Sole | 2026-07-27 | |
| 2024-03-31 | $3,677 | 22 | Shares | Sole | 2026-07-27 | |
| 2023-12-31 | $3,614 | 22 | Shares | Sole | 2026-07-27 | |
| 2023-09-30 | $3,150 | 22 | Shares | Sole | 2026-07-27 | |
| 2023-06-30 | $3,675 | 22 | Shares | Sole | 2026-07-27 | |
| 2023-03-31 | $3,413 | 22 | Shares | Sole | 2026-07-27 | |
| 2022-12-31 | $3,043 | 22 | Shares | Sole | 2026-07-27 | |
| 2022-09-30 | $2,779 | 22 | Shares | Sole | 2026-07-27 | |
| 2022-06-30 | $3,054 | 27 | Shares | Sole | 2026-07-27 | |
| 2022-03-31 | $2,924 | 22 | Shares | Sole | 2026-07-27 | |
| 2021-12-31 | $4,217 | 28 | Shares | Sole | 2026-07-27 | |
| 2021-09-30 | $4,089 | 27 | Shares | Sole | 2026-07-27 | |
| 2021-06-30 | $3,211 | 22 | Shares | Sole | 2026-07-27 | |
| 2021-03-31 | $3,124 | 22 | Shares | Sole | 2026-07-27 | |
| 2020-12-31 | $1,310 | 11 | Shares | Sole | 2026-07-27 | |
| 2020-09-30 | $1,108 | 11 | Shares | Sole | 2026-07-27 | |
| 2020-06-30 | $833 | 11 | Shares | Sole | 2026-07-27 | |
| 2020-03-31 | $707 | 13 | Shares | Sole | 2026-07-27 | |
| No filing history on record for this holder in this stock. | ||||||