Position in DRI
as of Mar 31, 2026
· filed May 11, 2026
Position Value
$2,916,683
+$868,357 QoQ
Shares Held
14,878
+33.7% QoQ
Ownership
0.013%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2021
11 quarters on record
Voting authority
Sole 99.23376797956715.ToString("F0")%
Shared 0.ToString("F0")%
None 0.7662320204328539.ToString("F0")%
Common Shares in DRI Over Time
Shares Held
Position Value (USD)
Position in Restaurants
Consumer Cyclical · as of Mar 31, 2026Aptus Capital Advisors, LLC holds $53,385,198 across 7 Restaurants names. DRI ranks #4 (5.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MCD |
Mcdonalds Corp
|
86,935 | $27,018,528 | |
| 2 | TXRH |
Texas Roadhouse, Inc.
|
97,451 | $16,093,058 | |
| 3 | SBUX |
Starbucks Corp
|
62,181 | $5,570,795 | |
| 4 | DRI |
Darden Restaurants Inc
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|
14,878 | $2,916,683 | |
| 5 | YUM |
Yum Brands Inc
|
6,298 | $979,213 | |
| 6 | CMG |
Chipotle Mexican Grill Inc
|
17,934 | $574,067 | |
| 7 | DPZ |
Dominos Pizza Inc
|
649 | $232,854 |
All Filings in DRI
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,916,683 | 14,878 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $2,048,326 | 11,131 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $2,254,243 | 11,842 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $1,921,187 | 8,814 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $900,639 | 4,335 | Shares | Sole | 2025-05-13 | |
| 2022-06-30 | $4,114,740 | 36,375 | Shares | Sole | 2022-07-29 | |
| 2022-03-31 | $7,551,958 | 56,803 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $4,993,264 | 33,147 | Shares | Sole | 2022-02-02 | |
| 2021-09-30 | $4,282,359 | 28,272 | Shares | Sole | 2021-10-27 | |
| 2021-06-30 | $1,106,312 | 7,578 | Shares | Sole | 2021-07-27 | |
| 2021-03-31 | $932,940 | 6,570 | Shares | Sole | 2021-05-06 | |
| No filing history on record for this holder in this stock. | ||||||