Position in DRI
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$2,208,633
+$82,384 QoQ
Shares Held
10,721
-1.2% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
1.39%
of 13F equity value
Holder Rank
#352
of 1,078 holders
Holding Since
Jun 2025
5 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, 2026Carolina Wealth Advisors, LLC holds $4,239,959 across 3 Restaurants names. DRI ranks #1 (52.1% of the industry book) .
All Filings in DRI
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,208,633 | 10,721 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $2,126,249 | 10,846 | Shares | Sole | 2026-04-07 | |
| 2025-12-31 | $45,820 | 249 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $46,828 | 246 | Shares | Sole | 2025-10-07 | |
| 2025-06-30 | $1,307 | 6 | Shares | Sole | 2025-07-22 | |
| No filing history on record for this holder in this stock. | ||||||