Williams Jones Wealth Management, LLC.
Position in DRI — Darden Restaurants Inc
CIK 1788587
New York, NY
Position in DRI
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$9,413,626
+$454,991 QoQ
Shares Held
45,695
-0.0% QoQ
Ownership
0.040%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#166
of 1,078 holders
Holding Since
Mar 2022
18 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, 2026Williams Jones Wealth Management, LLC. holds $20,681,842 across 6 Restaurants names. DRI ranks #1 (45.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DRI |
Darden Restaurants Inc
This page
|
45,695 | $9,413,626 | |
| 2 | CMG |
Chipotle Mexican Grill Inc
|
155,120 | $5,274,080 | |
| 3 | MCD |
Mcdonalds Corp
|
10,358 | $2,799,870 | |
| 4 | YUM |
Yum Brands Inc
|
12,698 | $2,029,902 | |
| 5 | SBUX |
Starbucks Corp
|
8,135 | $831,315 | |
| 6 | YUMC |
Yum China Holdings, Inc.
|
8,149 | $333,049 |
All Filings in DRI
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,413,626 | 45,695 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $8,958,635 | 45,698 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $8,408,793 | 45,695 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $8,698,500 | 45,695 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $9,960,139 | 45,695 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $9,493,593 | 45,695 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $8,530,799 | 45,695 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $7,499,920 | 45,695 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $6,914,416 | 45,694 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $7,637,752 | 45,694 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $7,507,688 | 45,695 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $6,544,437 | 45,695 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $7,634,720 | 45,695 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $7,090,036 | 45,695 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $6,321,957 | 45,702 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $5,772,445 | 45,697 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $5,395,937 | 47,701 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $2,057,534 | 15,476 | Shares | Sole | 2022-05-16 | |
| No filing history on record for this holder in this stock. | ||||||