Position in DRI
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$6,263,528
+$1,669,723 QoQ
Shares Held
30,404
+29.7% QoQ
Ownership
0.027%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#210
of 1,079 holders
Holding Since
Sep 2020
23 quarters on record
Voting authority
Sole 89%
Shared 0%
None 11%
Common Shares in DRI Over Time
Shares Held
Position Value (USD)
Position in Restaurants
Consumer Cyclical · as of Jun 30, 2026Ethic Inc. holds $25,809,701 across 10 Restaurants names. DRI ranks #2 (24.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MCD |
Mcdonalds Corp
|
24,512 | $6,625,838 | |
| 2 | DRI |
Darden Restaurants Inc
This page
|
30,404 | $6,263,528 | |
| 3 | CMG |
Chipotle Mexican Grill Inc
|
137,878 | $4,687,852 | |
| 4 | SBUX |
Starbucks Corp
|
43,563 | $4,451,702 | |
| 5 | TXRH |
Texas Roadhouse, Inc.
|
7,335 | $1,417,342 | |
| 6 | YUM |
Yum Brands Inc
|
5,683 | $908,484 | |
| 7 | DPZ |
Dominos Pizza Inc
|
1,664 | $492,610 | |
| 8 | YUMC |
Yum China Holdings, Inc.
|
10,007 | $408,986 |
All Filings in DRI
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,263,528 | 30,404 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $4,593,805 | 23,433 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $3,979,432 | 21,625 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $3,799,966 | 19,962 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $4,639,055 | 21,283 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $2,658,704 | 12,797 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $2,106,236 | 11,282 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $3,383,375 | 20,614 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $2,965,115 | 19,595 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $3,445,630 | 20,614 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $2,853,233 | 17,366 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $2,176,227 | 15,195 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $1,461,114 | 8,745 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $736,234 | 4,745 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $213,443 | 1,543 | Shares | Sole | 2023-02-14 | |
| 2022-06-30 | $658,358 | 5,820 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $947,135 | 7,124 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $845,692 | 5,614 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $699,034 | 4,615 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $542,936 | 3,719 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $405,268 | 2,854 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $232,284 | 1,950 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 | $207,222 | 2,057 | Shares | Sole | 2020-10-27 | |
| No filing history on record for this holder in this stock. | ||||||