Position in DRI
as of Mar 31, 2026
· filed May 4, 2026
Position Value
$603,019
-$43,995 QoQ
Shares Held
3,076
-12.5% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2022
14 quarters on record
Voting authority
Sole 7%
Shared 0%
None 93%
Common Shares in DRI Over Time
Shares Held
Position Value (USD)
Position in Restaurants
Consumer Cyclical · as of Mar 31, 2026Mutual Advisors, LLC holds $15,292,707 across 9 Restaurants names. DRI ranks #6 (3.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SBUX |
Starbucks Corp
|
68,672 | $6,152,324 | |
| 2 | MCD |
Mcdonalds Corp
|
15,997 | $4,971,707 | |
| 3 | CMG |
Chipotle Mexican Grill Inc
|
30,732 | $983,731 | |
| 4 | BLMN |
Bloomin' Brands, Inc.
|
147,878 | $798,541 | |
| 5 | DPZ |
Dominos Pizza Inc
|
1,797 | $644,745 | |
| 6 | DRI |
Darden Restaurants Inc
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|
3,076 | $603,019 | |
| 7 | YUM |
Yum Brands Inc
|
2,884 | $448,404 | |
| 8 | TXRH |
Texas Roadhouse, Inc.
|
2,252 | $371,895 |
All Filings in DRI
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $603,019 | 3,076 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $647,014 | 3,516 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $663,594 | 3,486 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $665,244 | 3,052 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $638,446 | 3,073 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $616,077 | 3,300 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $507,982 | 3,095 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $389,497 | 2,574 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $375,251 | 2,245 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $304,283 | 1,852 | Shares | Sole | 2024-01-12 | |
| 2023-09-30 | $231,157 | 1,614 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $270,335 | 1,618 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $267,806 | 1,726 | Shares | Sole | 2023-04-11 | |
| 2022-12-31 | $263,933 | 1,908 | Shares | Sole | 2023-01-12 | |
| No filing history on record for this holder in this stock. | ||||||