Position in DRI
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$5,562
+$1,628 QoQ
Shares Held
27
+3.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#999
of 1,079 holders
Holding Since
Sep 2020
8 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, 2026Crewe Advisors LLC holds $1,033,974 across 11 Restaurants names. DRI ranks #9 (0.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MCD |
Mcdonalds Corp
|
1,867 | $504,668 | |
| 2 | YUM |
Yum Brands Inc
|
1,564 | $250,021 | |
| 3 | SBUX |
Starbucks Corp
|
1,132 | $115,679 | |
| 4 | QSR |
Restaurant Brands International Inc.
|
1,013 | $73,452 | |
| 5 | TXRH |
Texas Roadhouse, Inc.
|
129 | $24,926 | |
| 6 | CMG |
Chipotle Mexican Grill Inc
|
644 | $21,896 | |
| 7 | EAT |
Brinker International, Inc
|
127 | $21,336 | |
| 8 | YUMC |
Yum China Holdings, Inc.
|
200 | $8,174 |
All Filings in DRI
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,562 | 27 | Shares | Sole | 2026-07-24 | |
| 2024-06-30 | $3,934 | 26 | Shares | Sole | 2024-07-29 | |
| 2023-09-30 | $286 | 2 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $334 | 2 | Shares | Sole | 2023-07-28 | |
| 2022-12-31 | $3,596 | 26 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $17,558 | 139 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $11,538 | 102 | Shares | Sole | 2022-08-02 | |
| 2020-09-30 | $1,410 | 14 | Shares | Sole | 2020-10-13 | |
| No filing history on record for this holder in this stock. | ||||||