Position in DRI
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$69,219
+$6,291 QoQ
Shares Held
336
+4.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#262
of 355 holders
Holding Since
Mar 2020
26 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, 2026Bogart Wealth, LLC holds $1,650,573 across 21 Restaurants names. DRI ranks #7 (4.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MCD |
Mcdonalds Corp
|
1,839 | $497,100 | |
| 2 | SBUX |
Starbucks Corp
|
2,705 | $276,423 | |
| 3 | YUM |
Yum Brands Inc
|
1,636 | $261,530 | |
| 4 | CMG |
Chipotle Mexican Grill Inc
|
6,347 | $215,798 | |
| 5 | CAVA |
Cava Group, Inc.
|
1,506 | $118,190 | |
| 6 | YUMC |
Yum China Holdings, Inc.
|
1,882 | $76,917 | |
| 7 | DRI |
Darden Restaurants Inc
This page
|
336 | $69,219 | |
| 8 | QSR |
Restaurant Brands International Inc.
|
613 | $44,448 |
All Filings in DRI
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $69,219 | 336 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $62,928 | 321 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $58,886 | 320 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $59,201 | 311 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $66,916 | 307 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $63,990 | 308 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $56,193 | 301 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $49,403 | 301 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $45,547 | 301 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $50,312 | 301 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $16,101 | 98 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $14,035 | 98 | Shares | Sole | 2023-10-30 | |
| 2023-06-30 | $19,715 | 118 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $18,308 | 118 | Shares | Sole | 2023-04-21 | |
| 2022-12-31 | $16,322 | 118 | Shares | Sole | 2023-02-06 | |
| 2022-09-30 | $33,348 | 264 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $29,863 | 264 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $35,098 | 264 | Shares | Sole | 2022-04-22 | |
| 2021-12-31 | $39,768 | 264 | Shares | Sole | 2022-01-19 | |
| 2021-09-30 | $39,988 | 264 | Shares | Sole | 2021-10-15 | |
| 2021-06-30 | $43,651 | 299 | Shares | Sole | 2021-08-06 | |
| 2021-03-31 | $37,488 | 264 | Shares | Sole | 2021-04-16 | |
| 2020-12-31 | $31,447 | 264 | Shares | Sole | 2021-01-14 | |
| 2020-09-30 | $26,595 | 264 | Shares | Sole | 2020-10-06 | |
| 2020-06-30 | $41,370 | 546 | Shares | Sole | 2020-07-08 | |
| 2020-03-31 | $29,735 | 546 | Shares | Sole | 2020-04-20 | |
| No filing history on record for this holder in this stock. | ||||||