Position in DRI
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$448,071
+$38,348 QoQ
Shares Held
2,175
+4.1% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#637
of 1,084 holders
Holding Since
Sep 2022
16 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in DRI Over Time
Shares Held
Position Value (USD)
Position in Restaurants
Consumer Cyclical · as of Jun 30, 2026RITHOLTZ WEALTH MANAGEMENT holds $11,975,629 across 9 Restaurants names. DRI ranks #7 (3.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MCD |
Mcdonalds Corp
|
19,769 | $5,343,758 | |
| 2 | SBUX |
Starbucks Corp
|
27,063 | $2,765,567 | |
| 3 | EAT |
Brinker International, Inc
|
5,255 | $882,840 | |
| 4 | BH-A |
Biglari Holdings Inc.
|
1,672 | $712,322 | |
| 5 | YUM |
Yum Brands Inc
|
3,727 | $595,798 | |
| 6 | QSR |
Restaurant Brands International Inc.
|
7,379 | $535,051 | |
| 7 | DRI |
Darden Restaurants Inc
This page
|
2,175 | $448,071 | |
| 8 | CMG |
Chipotle Mexican Grill Inc
|
11,338 | $385,492 |
All Filings in DRI
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $448,071 | 2,175 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $409,723 | 2,090 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $392,146 | 2,131 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $426,406 | 2,240 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $481,495 | 2,209 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $443,775 | 2,136 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $398,583 | 2,135 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $361,742 | 2,204 | Shares | Sole | 2024-10-10 | |
| 2024-06-30 | $375,576 | 2,482 | Shares | Sole | 2024-08-01 | |
| 2024-03-31 | $516,827 | 3,092 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $541,532 | 3,296 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $665,256 | 4,645 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $965,054 | 5,776 | Shares | Sole | 2023-07-17 | |
| 2023-03-31 | $926,770 | 5,973 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $647,522 | 4,681 | Shares | Sole | 2023-01-19 | |
| 2022-09-30 | $384,265 | 3,042 | Shares | Sole | 2022-10-19 | |
| No filing history on record for this holder in this stock. | ||||||