Pinnacle Wealth Planning Services, Inc.
Position in DRI — Darden Restaurants Inc
CIK 1726752
MANSFIELD, OH
Position in DRI
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$141,322
+$7,231 QoQ
Shares Held
686
+0.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#846
of 1,078 holders
Holding Since
Dec 2020
4 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, 2026Pinnacle Wealth Planning Services, Inc. holds $6,276,286 across 25 Restaurants names. DRI ranks #6 (2.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MCD |
Mcdonalds Corp
|
15,578 | $4,210,889 | |
| 2 | YUM |
Yum Brands Inc
|
2,566 | $410,200 | |
| 3 | SBUX |
Starbucks Corp
|
3,104 | $317,197 | |
| 4 | CMG |
Chipotle Mexican Grill Inc
|
8,661 | $294,474 | |
| 5 | EAT |
Brinker International, Inc
|
859 | $144,312 | |
| 6 | DRI |
Darden Restaurants Inc
This page
|
686 | $141,322 | |
| 7 | CBRL |
Cracker Barrel Old Country Store, Inc
|
2,229 | $118,805 | |
| 8 | DPZ |
Dominos Pizza Inc
|
372 | $110,126 |
All Filings in DRI
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $141,322 | 686 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $134,091 | 684 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $124,213 | 675 | Shares | Sole | 2026-02-13 | |
| 2020-12-31 | $64,324 | 540 | Shares | Sole | 2021-02-12 | |
| No filing history on record for this holder in this stock. | ||||||