Position in DRI
as of Mar 31, 2026
· filed May 19, 2026
Position Value
$425,406
+$26,083 QoQ
Shares Held
2,170
0.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2023
11 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 Mar 31, 2026Western Wealth Management, LLC holds $10,593,306 across 16 Restaurants names. DRI ranks #4 (4.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MCD |
Mcdonalds Corp
|
21,707 | $6,746,317 | |
| 2 | SBUX |
Starbucks Corp
|
23,675 | $2,121,042 | |
| 3 | CMG |
Chipotle Mexican Grill Inc
|
22,629 | $724,353 | |
| 4 | DRI |
Darden Restaurants Inc
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|
2,170 | $425,406 | |
| 5 | YUM |
Yum Brands Inc
|
1,293 | $201,035 | |
| 6 | BROS |
Dutch Bros Inc.
|
3,049 | $154,462 | |
| 7 | YUMC |
Yum China Holdings, Inc.
|
2,266 | $110,535 | |
| 8 | TXRH |
Texas Roadhouse, Inc.
|
285 | $47,064 |
All Filings in DRI
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $425,406 | 2,170 | Shares | Sole | 2026-05-19 | |
| 2025-12-31 | $399,323 | 2,170 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $1,802,518 | 9,469 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $2,045,866 | 9,386 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $1,950,243 | 9,387 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $1,760,486 | 9,430 | Shares | Sole | 2025-04-16 | |
| 2024-09-30 | $1,548,402 | 9,434 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $1,430,730 | 9,455 | Shares | Sole | 2024-07-19 | |
| 2024-03-31 | $1,586,420 | 9,491 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $1,556,578 | 9,474 | Shares | Sole | 2024-01-31 | |
| 2023-09-30 | $1,353,715 | 9,452 | Shares | Sole | 2023-11-08 | |
| No filing history on record for this holder in this stock. | ||||||