OneDigital Investment Advisors LLC
Position in DRI — Darden Restaurants Inc
CIK 1690370
OVERLAND PARK, KS
Position in DRI
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$224,550
-$30,133 QoQ
Shares Held
1,090
-21.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#800
of 1,079 holders
Holding Since
Sep 2021
11 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, 2026OneDigital Investment Advisors LLC holds $27,016,890 across 10 Restaurants names. DRI ranks #9 (0.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MCD |
Mcdonalds Corp
|
70,636 | $19,093,617 | |
| 2 | SBUX |
Starbucks Corp
|
42,622 | $4,355,542 | |
| 3 | YUM |
Yum Brands Inc
|
7,324 | $1,170,814 | |
| 4 | CMG |
Chipotle Mexican Grill Inc
|
17,564 | $597,176 | |
| 5 | DPZ |
Dominos Pizza Inc
|
1,336 | $395,509 | |
| 6 | TXRH |
Texas Roadhouse, Inc.
|
1,953 | $377,378 | |
| 7 | QSR |
Restaurant Brands International Inc.
|
4,115 | $298,378 | |
| 8 | BROS |
Dutch Bros Inc.
|
4,087 | $293,487 |
All Filings in DRI
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $224,550 | 1,090 | Shares | Sole | 2026-08-07 | |
| 2025-12-31 | $254,683 | 1,384 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $229,383 | 1,205 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $286,630 | 1,315 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $266,348 | 1,282 | Shares | Sole | 2025-04-29 | |
| 2024-03-31 | $236,015 | 1,412 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $242,342 | 1,475 | Shares | Sole | 2024-02-13 | |
| 2023-06-30 | $208,850 | 1,250 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $203,880 | 1,314 | Shares | Sole | 2023-05-10 | |
| 2021-12-31 | $216,469 | 1,437 | Shares | Sole | 2022-02-23 | |
| 2021-09-30 | $205,847 | 1,359 | Shares | Sole | 2021-11-05 | |
| No filing history on record for this holder in this stock. | ||||||