Position in DRI
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$16,485,950
+$2,670,816 QoQ
Shares Held
80,025
+13.6% QoQ
Ownership
0.070%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#116
of 1,079 holders
Holding Since
Dec 2020
23 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in DRI Over Time
Shares Held
Position Value (USD)
Position in Restaurants
Consumer Cyclical · as of Jun 30, 2026Cetera Investment Advisers holds $263,061,984 across 23 Restaurants names. DRI ranks #3 (6.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MCD |
Mcdonalds Corp
|
478,918 | $129,456,324 | |
| 2 | SBUX |
Starbucks Corp
|
444,880 | $45,462,287 | |
| 3 | DRI |
Darden Restaurants Inc
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|
80,025 | $16,485,950 | |
| 4 | CMG |
Chipotle Mexican Grill Inc
|
430,349 | $14,631,866 | |
| 5 | YUM |
Yum Brands Inc
|
83,320 | $13,319,535 | |
| 6 | BROS |
Dutch Bros Inc.
|
145,990 | $10,483,541 | |
| 7 | DPZ |
Dominos Pizza Inc
|
27,180 | $8,046,367 | |
| 8 | QSR |
Restaurant Brands International Inc.
|
67,290 | $4,879,197 |
All Filings in DRI
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23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $16,485,950 | 80,025 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $13,815,134 | 70,471 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $13,216,316 | 71,820 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $13,666,896 | 71,795 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $12,266,479 | 56,276 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $10,680,941 | 51,410 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $8,336,081 | 44,652 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $4,179,570 | 25,465 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $3,968,972 | 26,229 | Shares | Sole | 2024-08-22 | |
| 2024-03-31 | $6,278,655 | 37,563 | Shares | Sole | 2024-05-24 | |
| 2023-12-31 | $1,244,408 | 7,574 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $846,859 | 5,913 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $1,113,922 | 6,667 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $1,020,952 | 6,580 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $931,237 | 6,732 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $720,402 | 5,703 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $672,272 | 5,943 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $810,862 | 6,099 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $909,865 | 6,040 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $806,880 | 5,327 | Shares | Sole | 2021-11-16 | |
| 2021-06-30 | $796,521 | 5,456 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $721,502 | 5,081 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $738,186 | 6,197 | Shares | Sole | 2021-02-17 | |
| No filing history on record for this holder in this stock. | ||||||