Position in DRI
as of Jun 30, 2026
· filed Jul 2, 2026
Position Value
$460,638
+$17,980 QoQ
Shares Held
2,236
-1.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#626
of 1,078 holders
Holding Since
Mar 2020
22 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, 2026CX Institutional holds $13,867,754 across 13 Restaurants names. DRI ranks #4 (3.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MCD |
Mcdonalds Corp
|
39,602 | $10,704,816 | |
| 2 | SBUX |
Starbucks Corp
|
16,574 | $1,693,697 | |
| 3 | YUM |
Yum Brands Inc
|
3,232 | $516,667 | |
| 4 | DRI |
Darden Restaurants Inc
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|
2,236 | $460,638 | |
| 5 | CMG |
Chipotle Mexican Grill Inc
|
6,878 | $233,852 | |
| 6 | DPZ |
Dominos Pizza Inc
|
564 | $166,966 | |
| 7 | YUMC |
Yum China Holdings, Inc.
|
724 | $29,589 | |
| 8 | BROS |
Dutch Bros Inc.
|
322 | $23,122 |
All Filings in DRI
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $460,638 | 2,236 | Shares | Sole | 2026-07-02 | |
| 2026-03-31 | $442,658 | 2,258 | Shares | Sole | 2026-04-06 | |
| 2025-12-31 | $1,556,441 | 8,458 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $1,507,651 | 7,920 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $1,724,578 | 7,912 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $1,687,426 | 8,122 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $1,450,021 | 7,767 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $1,493,418 | 9,099 | Shares | Sole | 2024-10-11 | |
| 2024-06-30 | $1,295,904 | 8,564 | Shares | Sole | 2024-07-11 | |
| 2024-03-31 | $1,445,847 | 8,650 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $1,368,947 | 8,332 | Shares | Sole | 2024-01-12 | |
| 2023-09-30 | $1,213,359 | 8,472 | Shares | Sole | 2023-10-18 | |
| 2023-06-30 | $1,762,192 | 10,547 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $1,692,019 | 10,905 | Shares | Sole | 2023-05-04 | |
| 2022-06-30 | $109,952 | 972 | Shares | Sole | 2022-08-02 | |
| 2021-09-30 | $149,652 | 988 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $152,851 | 1,047 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $270,368 | 1,904 | Shares | Sole | 2021-04-15 | |
| 2020-12-31 | $2,316,050 | 19,443 | Shares | Sole | 2021-01-12 | |
| 2020-09-30 | $2,288,208 | 22,714 | Shares | Sole | 2020-10-13 | |
| 2020-06-30 | $812,784 | 10,727 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $524,776 | 9,636 | Shares | Sole | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||