Position in DRI
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$1,039,111
+$360,032 QoQ
Shares Held
5,044
+45.6% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#466
of 1,078 holders
Holding Since
Jun 2020
20 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, 2026AE Wealth Management LLC holds $110,618,949 across 10 Restaurants names. DRI ranks #4 (0.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MCD |
Mcdonalds Corp
|
357,206 | $96,556,313 | |
| 2 | SBUX |
Starbucks Corp
|
76,218 | $7,788,688 | |
| 3 | YUM |
Yum Brands Inc
|
10,370 | $1,657,731 | |
| 4 | DRI |
Darden Restaurants Inc
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|
5,044 | $1,039,111 | |
| 5 | QSR |
Restaurant Brands International Inc.
|
12,945 | $938,637 | |
| 6 | CAVA |
Cava Group, Inc.
|
9,292 | $729,220 | |
| 7 | CMG |
Chipotle Mexican Grill Inc
|
20,315 | $690,710 | |
| 8 | EAT |
Brinker International, Inc
|
3,713 | $623,784 |
All Filings in DRI
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,039,111 | 5,044 | Shares | Other | 2026-08-03 | |
| 2026-03-31 | $679,079 | 3,464 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $589,781 | 3,205 | Shares | Other | 2026-01-26 | |
| 2025-09-30 | $927,432 | 4,872 | Shares | Other | 2025-11-03 | |
| 2025-06-30 | $402,154 | 1,845 | Shares | Other | 2025-08-06 | |
| 2023-12-31 | $515,244 | 3,136 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $672,847 | 4,698 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $535,324 | 3,204 | Shares | Sole | 2023-07-10 | |
| 2023-03-31 | $4,209,956 | 27,133 | Shares | Sole | 2023-04-14 | |
| 2022-12-31 | $652,225 | 4,715 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $434,919 | 3,443 | Shares | Sole | 2022-10-25 | |
| 2022-06-30 | $350,332 | 3,097 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $527,678 | 3,969 | Shares | Sole | 2022-04-18 | |
| 2021-12-31 | $939,842 | 6,239 | Shares | Sole | 2022-01-20 | |
| 2021-09-30 | $1,007,729 | 6,653 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $1,077,698 | 7,382 | Shares | Sole | 2021-07-21 | |
| 2021-03-31 | $1,059,320 | 7,460 | Shares | Sole | 2021-04-27 | |
| 2020-12-31 | $290,295 | 2,437 | Shares | Sole | 2021-02-01 | |
| 2020-09-30 | $1,395,450 | 13,852 | Shares | Sole | 2020-11-06 | |
| 2020-06-30 | $1,286,726 | 16,982 | Shares | Sole | 2020-08-05 | |
| No filing history on record for this holder in this stock. | ||||||