Position in DRI
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$859,267
+$23,353 QoQ
Shares Held
4,171
-2.2% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#500
of 1,078 holders
Holding Since
Mar 2021
22 quarters on record
Common Shares in DRI Over Time
Shares Held
Position Value (USD)
Position in Restaurants
Consumer Cyclical · as of Jun 30, 2026KESTRA PRIVATE WEALTH SERVICES, LLC holds $41,433,044 across 9 Restaurants names. DRI ranks #7 (2.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MCD |
Mcdonalds Corp
|
65,692 | $17,757,204 | |
| 2 | SBUX |
Starbucks Corp
|
103,675 | $10,594,548 | |
| 3 | CMG |
Chipotle Mexican Grill Inc
|
128,521 | $4,369,714 | |
| 4 | DPZ |
Dominos Pizza Inc
|
8,838 | $2,616,401 | |
| 5 | BROS |
Dutch Bros Inc.
|
31,460 | $2,259,142 | |
| 6 | YUM |
Yum Brands Inc
|
12,561 | $2,008,001 | |
| 7 | DRI |
Darden Restaurants Inc
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|
4,171 | $859,267 | |
| 8 | QSR |
Restaurant Brands International Inc.
|
8,705 | $631,199 |
All Filings in DRI
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22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $859,267 | 4,171 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $835,914 | 4,264 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $756,690 | 4,112 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $813,598 | 4,274 | Shares | Sole | 2025-11-17 | |
| 2025-06-30 | $1,281,881 | 5,881 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $912,066 | 4,390 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $585,273 | 3,135 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $533,258 | 3,249 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $492,697 | 3,256 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $539,560 | 3,228 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $535,618 | 3,260 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $441,547 | 3,083 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $484,364 | 2,899 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $407,760 | 2,628 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $352,603 | 2,549 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $275,756 | 2,183 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $225,787 | 1,996 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $276,270 | 2,078 | Shares | Sole | 2022-07-21 | |
| 2021-12-31 | $844,789 | 5,608 | Shares | Sole | 2022-07-21 | |
| 2021-09-30 | $860,501 | 5,681 | Shares | Sole | 2022-07-26 | |
| 2021-06-30 | $223,510 | 1,531 | Shares | Sole | 2022-07-27 | |
| 2021-03-31 | $217,260 | 1,530 | Shares | Sole | 2022-07-27 | |
| No filing history on record for this holder in this stock. | ||||||