Position in DRI
as of Jun 30, 2026
· filed Jul 6, 2026
Position Value
$412,020
+$19,940 QoQ
Shares Held
2,000
0.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.77%
of 13F equity value
Holder Rank
#657
of 1,079 holders
Holding Since
Mar 2020
26 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, 2026ACIMA PRIVATE WEALTH, LLC holds $1,250,251 across 2 Restaurants names. DRI ranks #2 (33.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MCD |
Mcdonalds Corp
|
3,101 | $838,231 | |
| 2 | DRI |
Darden Restaurants Inc
This page
|
2,000 | $412,020 |
All Filings in DRI
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $412,020 | 2,000 | Shares | Sole | 2026-07-06 | |
| 2026-03-31 | $392,080 | 2,000 | Shares | Sole | 2026-04-06 | |
| 2025-12-31 | $368,040 | 2,000 | Shares | Sole | 2026-01-15 | |
| 2025-09-30 | $380,720 | 2,000 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $435,940 | 2,000 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $415,520 | 2,000 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $373,380 | 2,000 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $328,260 | 2,000 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $302,640 | 2,000 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $334,300 | 2,000 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $341,579 | 2,079 | Shares | Sole | 2024-02-29 | |
| 2023-09-30 | $297,754 | 2,079 | Shares | Sole | 2024-02-29 | |
| 2023-06-30 | $347,359 | 2,079 | Shares | Sole | 2024-02-29 | |
| 2023-03-31 | $322,577 | 2,079 | Shares | Sole | 2024-02-29 | |
| 2022-12-31 | $276,660 | 2,000 | Shares | Sole | 2024-02-29 | |
| 2022-09-30 | $252,640 | 2,000 | Shares | Sole | 2024-02-29 | |
| 2022-06-30 | $226,240 | 2,000 | Shares | Sole | 2024-02-29 | |
| 2022-03-31 | $265,900 | 2,000 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $301,280 | 2,000 | Shares | Sole | 2022-03-10 | |
| 2021-09-30 | $302,940 | 2,000 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $291,980 | 2,000 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $284,000 | 2,000 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $238,240 | 2,000 | Shares | Sole | 2021-05-14 | |
| 2020-09-30 | $201,480 | 2,000 | Shares | Sole | 2021-05-14 | |
| 2020-06-30 | $151,540 | 2,000 | Shares | Sole | 2021-05-14 | |
| 2020-03-31 | $108,920 | 2,000 | Shares | Sole | 2020-05-01 | |
| No filing history on record for this holder in this stock. | ||||||