Position in DRI
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$1,487,392
+$129,815 QoQ
Shares Held
7,220
+4.3% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#412
of 1,079 holders
Holding Since
Dec 2022
15 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in DRI Over Time
Shares Held
Position Value (USD)
Position in Restaurants
Consumer Cyclical · as of Jun 30, 2026LEVEL FOUR ADVISORY SERVICES, LLC holds $13,119,547 across 6 Restaurants names. DRI ranks #2 (11.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MCD |
Mcdonalds Corp
|
32,146 | $8,689,385 | |
| 2 | DRI |
Darden Restaurants Inc
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|
7,220 | $1,487,392 | |
| 3 | SBUX |
Starbucks Corp
|
12,233 | $1,250,090 | |
| 4 | BROS |
Dutch Bros Inc.
|
10,556 | $758,026 | |
| 5 | YUM |
Yum Brands Inc
|
4,605 | $736,155 | |
| 6 | LOCO |
El Pollo Loco Holdings, Inc.
|
11,704 | $198,499 |
All Filings in DRI
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,487,392 | 7,220 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $1,357,577 | 6,925 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $1,211,219 | 6,582 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $1,235,055 | 6,488 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $1,386,071 | 6,359 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $1,338,182 | 6,441 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $1,204,337 | 6,451 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $1,059,459 | 6,455 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $985,244 | 6,511 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $1,081,961 | 6,473 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $1,063,513 | 6,473 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $927,063 | 6,473 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $1,049,262 | 6,280 | Shares | Sole | 2023-07-10 | |
| 2023-03-31 | $1,005,902 | 6,483 | Shares | Sole | 2023-06-05 | |
| 2022-12-31 | $874,660 | 6,323 | Shares | Sole | 2023-02-13 | |
| No filing history on record for this holder in this stock. | ||||||