Position in DRI
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$413,460
+$158,610 QoQ
Shares Held
2,007
+54.4% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#653
of 1,078 holders
Holding Since
Dec 2022
12 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, 2026Advisor OS, LLC holds $3,952,054 across 3 Restaurants names. DRI ranks #2 (10.5% of the industry book) .
All Filings in DRI
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $413,460 | 2,007 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $254,850 | 1,300 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $201,500 | 1,095 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $220,054 | 1,156 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $329,351 | 1,511 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $285,876 | 1,376 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $256,323 | 1,373 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $219,274 | 1,336 | Shares | Sole | 2024-11-04 | |
| 2024-03-31 | $236,348 | 1,414 | Shares | Sole | 2024-05-09 | |
| 2023-06-30 | $1,019,520 | 6,102 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $1,566,337 | 10,095 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $1,319,666 | 9,540 | Shares | Sole | 2023-02-01 | |
| No filing history on record for this holder in this stock. | ||||||