Position in DRI
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$470,114
+$32,554 QoQ
Shares Held
2,282
+2.2% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#618
of 1,078 holders
Holding Since
Sep 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, 2026Independent Advisor Alliance holds $17,604,623 across 7 Restaurants names. DRI ranks #7 (2.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MCD |
Mcdonalds Corp
|
39,612 | $10,707,519 | |
| 2 | SBUX |
Starbucks Corp
|
21,643 | $2,211,697 | |
| 3 | YUM |
Yum Brands Inc
|
8,612 | $1,376,713 | |
| 4 | BROS |
Dutch Bros Inc.
|
15,453 | $1,109,678 | |
| 5 | CMG |
Chipotle Mexican Grill Inc
|
26,663 | $906,542 | |
| 6 | EAT |
Brinker International, Inc
|
4,895 | $822,360 | |
| 7 | DRI |
Darden Restaurants Inc
This page
|
2,282 | $470,114 |
All Filings in DRI
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $470,114 | 2,282 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $437,560 | 2,232 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $437,231 | 2,376 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $471,712 | 2,478 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $539,257 | 2,474 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $510,466 | 2,457 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $473,818 | 2,538 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $344,508 | 2,099 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $333,811 | 2,206 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $388,790 | 2,326 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $403,192 | 2,454 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $943,676 | 6,589 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $987,609 | 5,911 | Shares | Sole | 2023-07-28 | |
| 2023-03-31 | $512,493 | 3,303 | Shares | Sole | 2023-05-12 | |
| 2022-09-30 | $501,490 | 3,970 | Shares | Sole | 2022-11-04 | |
| 2022-06-30 | $451,348 | 3,990 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $602,928 | 4,535 | Shares | Sole | 2022-05-06 | |
| 2021-12-31 | $243,735 | 1,618 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $245,078 | 1,618 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $220,590 | 1,511 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $201,356 | 1,418 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $210,604 | 1,768 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $240,264 | 2,385 | Shares | Sole | 2020-11-04 | |
| No filing history on record for this holder in this stock. | ||||||