Position in DRI
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$247,830
+$3,369 QoQ
Shares Held
1,203
-3.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#778
of 1,079 holders
Holding Since
Jun 2021
19 quarters on record
Voting authority
Sole 38%
Shared 0%
None 62%
Common Shares in DRI Over Time
Shares Held
Position Value (USD)
Position in Restaurants
Consumer Cyclical · as of Jun 30, 2026Cresset Asset Management, LLC holds $42,310,014 across 7 Restaurants names. DRI ranks #6 (0.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MCD |
Mcdonalds Corp
|
111,656 | $30,181,733 | |
| 2 | SBUX |
Starbucks Corp
|
60,555 | $6,188,115 | |
| 3 | SG |
Sweetgreen, Inc.
|
356,837 | $3,143,733 | |
| 4 | YUM |
Yum Brands Inc
|
11,649 | $1,862,209 | |
| 5 | CMG |
Chipotle Mexican Grill Inc
|
13,193 | $448,562 | |
| 6 | DRI |
Darden Restaurants Inc
This page
|
1,203 | $247,830 | |
| 7 | QSR |
Restaurant Brands International Inc.
|
3,280 | $237,832 |
All Filings in DRI
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $247,830 | 1,203 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $244,461 | 1,247 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $232,049 | 1,261 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $247,658 | 1,301 | Shares | Sole | 2026-01-22 | |
| 2025-06-30 | $273,770 | 1,256 | Shares | Sole | 2026-01-22 | |
| 2025-03-31 | $487,820 | 2,348 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $601,701 | 3,223 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $2,208,532 | 13,456 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $2,513,272 | 16,609 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $2,454,429 | 14,684 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $1,792,020 | 10,907 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $1,470,153 | 10,265 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $1,621,845 | 9,707 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $406,053 | 2,617 | Shares | Sole | 2023-05-12 | |
| 2022-09-30 | $390,455 | 3,091 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $339,699 | 3,003 | Shares | Sole | 2022-08-15 | |
| 2021-12-31 | $217,373 | 1,443 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $264,163 | 1,744 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $215,919 | 1,479 | Shares | Sole | 2021-08-10 | |
| No filing history on record for this holder in this stock. | ||||||