Position in DRI
as of Mar 31, 2026
· filed Jun 3, 2026
Position Value
$11,651,049
+$817,240 QoQ
Shares Held
59,432
+0.9% QoQ
Ownership
0.052%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2020
21 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in DRI Over Time
Shares Held
Position Value (USD)
Position in Restaurants
Consumer Cyclical · as of Mar 31, 2026NewEdge Advisors, LLC holds $116,563,490 across 21 Restaurants names. DRI ranks #2 (10.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MCD |
Mcdonalds Corp
|
262,557 | $81,600,090 | |
| 2 | DRI |
Darden Restaurants Inc
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|
59,432 | $11,651,049 | |
| 3 | SBUX |
Starbucks Corp
|
109,422 | $9,803,116 | |
| 4 | CMG |
Chipotle Mexican Grill Inc
|
150,217 | $4,808,446 | |
| 5 | YUMC |
Yum China Holdings, Inc.
|
67,265 | $3,281,186 | |
| 6 | YUM |
Yum Brands Inc
|
16,884 | $2,625,124 | |
| 7 | CAVA |
Cava Group, Inc.
|
12,394 | $1,002,674 | |
| 8 | TXRH |
Texas Roadhouse, Inc.
|
3,213 | $530,594 |
All Filings in DRI
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21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $11,651,049 | 59,432 | Shares | Sole | 2026-06-03 | |
| 2025-12-31 | $10,833,809 | 58,873 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $10,052,150 | 52,806 | Shares | Sole | 2025-11-17 | |
| 2025-06-30 | $12,155,750 | 55,768 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $11,982,350 | 57,674 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $10,408,340 | 55,752 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $7,644,354 | 46,575 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $6,444,718 | 42,590 | Shares | Sole | 2024-08-16 | |
| 2024-03-31 | $6,165,160 | 36,884 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $5,083,277 | 30,939 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $3,507,457 | 24,490 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $3,821,955 | 22,875 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $3,355,179 | 21,624 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $2,094,869 | 15,144 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $1,241,599 | 9,829 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $929,507 | 8,217 | Shares | Sole | 2022-08-09 | |
| 2021-12-31 | $1,502,483 | 9,974 | Shares | Sole | 2022-02-17 | |
| 2021-09-30 | $1,224,179 | 8,082 | Shares | Sole | 2021-10-29 | |
| 2021-06-30 | $467,751 | 3,204 | Shares | Sole | 2021-07-22 | |
| 2021-03-31 | $446,590 | 3,145 | Shares | Sole | 2021-04-26 | |
| 2020-12-31 | $361,767 | 3,037 | Shares | Sole | 2021-01-27 | |
| No filing history on record for this holder in this stock. | ||||||