Position in DRI
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$1,776,218
+$860,320 QoQ
Shares Held
8,622
+84.5% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#386
of 1,079 holders
Holding Since
Sep 2021
18 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, 2026Integrated Wealth Concepts LLC holds $35,509,852 across 34 Restaurants names. DRI ranks #4 (5.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MCD |
Mcdonalds Corp
|
66,939 | $18,094,281 | |
| 2 | SBUX |
Starbucks Corp
|
64,111 | $6,551,503 | |
| 3 | YUM |
Yum Brands Inc
|
11,599 | $1,854,216 | |
| 4 | DRI |
Darden Restaurants Inc
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|
8,622 | $1,776,218 | |
| 5 | TXRH |
Texas Roadhouse, Inc.
|
8,656 | $1,672,598 | |
| 6 | CAVA |
Cava Group, Inc.
|
16,097 | $1,263,292 | |
| 7 | BROS |
Dutch Bros Inc.
|
11,204 | $804,559 | |
| 8 | CMG |
Chipotle Mexican Grill Inc
|
21,620 | $735,080 |
All Filings in DRI
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18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,776,218 | 8,622 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $915,898 | 4,672 | Shares | Other | 2026-05-15 | |
| 2025-12-31 | $300,872 | 1,635 | Shares | Other | 2026-02-13 | |
| 2025-09-30 | $960,175 | 5,044 | Shares | Other | 2025-11-14 | |
| 2025-06-30 | $1,768,608 | 8,114 | Shares | Other | 2025-08-14 | |
| 2025-03-31 | $1,176,337 | 5,662 | Shares | Other | 2025-05-15 | |
| 2024-12-31 | $1,189,215 | 6,370 | Shares | Other | 2025-02-14 | |
| 2024-09-30 | $1,096,060 | 6,678 | Shares | Other | 2024-11-14 | |
| 2024-06-30 | $787,771 | 5,206 | Shares | Other | 2024-08-14 | |
| 2024-03-31 | $892,246 | 5,338 | Shares | Other | 2024-05-15 | |
| 2023-12-31 | $874,733 | 5,324 | Shares | Other | 2024-02-13 | |
| 2023-09-30 | $735,291 | 5,134 | Shares | Other | 2023-11-15 | |
| 2023-06-30 | $432,403 | 2,588 | Shares | Other | 2023-08-15 | |
| 2023-03-31 | $397,209 | 2,560 | Shares | Other | 2023-05-03 | |
| 2022-12-31 | $202,791 | 1,466 | Shares | Other | 2023-02-13 | |
| 2022-03-31 | $223,754 | 1,683 | Shares | Other | 2022-05-12 | |
| 2021-12-31 | $605,723 | 4,021 | Shares | Other | 2022-02-15 | |
| 2021-09-30 | $356,408 | 2,353 | Shares | Other | 2021-11-15 | |
| No filing history on record for this holder in this stock. | ||||||