Position in DRI
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$1,030,256
+$126,708 QoQ
Shares Held
5,001
+8.5% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#468
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, 2026IFP Advisors, Inc holds $16,835,298 across 26 Restaurants names. DRI ranks #5 (6.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MCD |
Mcdonalds Corp
|
32,263 | $8,721,011 | |
| 2 | SBUX |
Starbucks Corp
|
23,885 | $2,440,808 | |
| 3 | YUM |
Yum Brands Inc
|
8,127 | $1,299,182 | |
| 4 | CMG |
Chipotle Mexican Grill Inc
|
32,686 | $1,111,324 | |
| 5 | DRI |
Darden Restaurants Inc
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|
5,001 | $1,030,256 | |
| 6 | TXRH |
Texas Roadhouse, Inc.
|
3,659 | $707,028 | |
| 7 | YUMC |
Yum China Holdings, Inc.
|
8,389 | $342,858 | |
| 8 | BROS |
Dutch Bros Inc.
|
4,146 | $297,724 |
All Filings in DRI
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,030,256 | 5,001 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $903,548 | 4,609 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $787,789 | 4,281 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $793,991 | 4,171 | Shares | Sole | 2026-02-06 | |
| 2025-06-30 | $1,723,270 | 7,906 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $737,755 | 3,551 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $665,736 | 3,566 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $556,893 | 3,393 | Shares | Sole | 2025-02-04 | |
| 2024-06-30 | $267,231 | 1,766 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $132,717 | 794 | Shares | Sole | 2024-07-30 | |
| 2023-12-31 | $152,306 | 927 | Shares | Sole | 2024-01-09 | |
| 2023-09-30 | $157,685 | 1,101 | Shares | Sole | 2023-10-12 | |
| 2023-06-30 | $190,471 | 1,140 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $181,226 | 1,168 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $327 | 3,466 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $438,962 | 3,475 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $310,401 | 2,744 | Shares | Sole | 2022-09-06 | |
| 2022-03-31 | $77,376 | 582 | Shares | Sole | 2022-08-08 | |
| 2021-12-31 | $81,194 | 539 | Shares | Sole | 2022-01-12 | |
| 2021-09-30 | $73,917 | 488 | Shares | Sole | 2021-10-06 | |
| 2021-06-30 | $76,206 | 522 | Shares | Sole | 2021-07-13 | |
| 2021-03-31 | $75,260 | 530 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $55,509 | 466 | Shares | Sole | 2021-01-25 | |
| 2020-09-30 | $48,858 | 485 | Shares | Sole | 2020-10-29 | |
| 2020-06-30 | $51,902 | 685 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $111,860 | 2,054 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||