Position in DRI
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$1,357,577
+$146,358 QoQ
Shares Held
6,925
+5.2% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2022
14 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in DRI Over Time
Shares Held
Position Value (USD)
Position in Restaurants
Consumer Cyclical · as of Mar 31, 2026LEVEL FOUR ADVISORY SERVICES, LLC holds $13,494,645 across 6 Restaurants names. DRI ranks #2 (10.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MCD |
Mcdonalds Corp
|
31,907 | $9,916,376 | |
| 2 | DRI |
Darden Restaurants Inc
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|
6,925 | $1,357,577 | |
| 3 | SBUX |
Starbucks Corp
|
11,741 | $1,051,876 | |
| 4 | BROS |
Dutch Bros Inc.
|
10,227 | $518,099 | |
| 5 | YUM |
Yum Brands Inc
|
3,118 | $484,786 | |
| 6 | LOCO |
El Pollo Loco Holdings, Inc.
|
11,972 | $165,931 |
All Filings in DRI
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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. | ||||||