Position in DRI
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$1,773,128
+$237,155 QoQ
Shares Held
8,607
+9.9% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#387
of 1,078 holders
Holding Since
Dec 2022
15 quarters on record
Voting authority
Sole 13%
Shared 0%
None 87%
Common Shares in DRI Over Time
Shares Held
Position Value (USD)
Position in Restaurants
Consumer Cyclical · as of Jun 30, 2026Lido Advisors, LLC holds $85,461,050 across 12 Restaurants names. DRI ranks #7 (2.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MCD |
Mcdonalds Corp
|
108,180 | $29,242,135 | |
| 2 | SBUX |
Starbucks Corp
|
229,918 | $23,495,319 | |
| 3 | DPZ |
Dominos Pizza Inc
|
69,194 | $20,484,191 | |
| 4 | YUM |
Yum Brands Inc
|
18,662 | $2,983,306 | |
| 5 | CMG |
Chipotle Mexican Grill Inc
|
76,942 | $2,616,028 | |
| 6 | EAT |
Brinker International, Inc
|
12,148 | $2,040,864 | |
| 7 | DRI |
Darden Restaurants Inc
This page
|
8,607 | $1,773,128 | |
| 8 | TXRH |
Texas Roadhouse, Inc.
|
7,469 | $1,443,234 |
All Filings in DRI
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,773,128 | 8,607 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $1,535,973 | 7,835 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $1,505,651 | 8,182 | Shares | Defined | 2026-02-10 | |
| 2025-09-30 | $1,553,527 | 8,161 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $1,614,720 | 7,408 | Shares | Defined | 2025-08-13 | |
| 2025-03-31 | $418,635 | 2,015 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $378,420 | 2,027 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $349,596 | 2,130 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $322,008 | 2,128 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $342,824 | 2,051 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $1,119,540 | 6,814 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $980,054 | 6,843 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $1,138,315 | 6,813 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $1,036,158 | 6,678 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $432,972 | 3,130 | Shares | Sole | 2023-02-14 | |
| No filing history on record for this holder in this stock. | ||||||