Position in DRI
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$538,922
+$33,335 QoQ
Shares Held
2,616
+1.4% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#587
of 1,078 holders
Holding Since
Mar 2026
2 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, 2026Summit Financial, LLC holds $19,570,509 across 9 Restaurants names. DRI ranks #7 (2.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CMG |
Chipotle Mexican Grill Inc
|
184,039 | $6,257,326 | |
| 2 | MCD |
Mcdonalds Corp
|
22,049 | $5,960,065 | |
| 3 | SBUX |
Starbucks Corp
|
25,340 | $2,589,494 | |
| 4 | WEN |
Wendy's Co
|
244,705 | $2,028,604 | |
| 5 | SHAK |
Shake Shack Inc.
|
15,484 | $867,413 | |
| 6 | YUM |
Yum Brands Inc
|
3,729 | $596,117 | |
| 7 | DRI |
Darden Restaurants Inc
This page
|
2,616 | $538,922 | |
| 8 | CAVA |
Cava Group, Inc.
|
6,432 | $504,783 |
All Filings in DRI
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $538,922 | 2,616 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $505,587 | 2,579 | Shares | Sole | 2026-05-15 | |
| No filing history on record for this holder in this stock. | ||||||