Position in DRI
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$103,623
+$7,564 QoQ
Shares Held
503
+2.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#869
of 1,079 holders
Holding Since
Mar 2020
26 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, 2026Avion Wealth holds $508,166 across 15 Restaurants names. DRI ranks #3 (20.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MCD |
Mcdonalds Corp
|
815 | $220,302 | |
| 2 | SBUX |
Starbucks Corp
|
1,399 | $142,963 | |
| 3 | DRI |
Darden Restaurants Inc
This page
|
503 | $103,623 | |
| 4 | CMG |
Chipotle Mexican Grill Inc
|
305 | $10,370 | |
| 5 | YUM |
Yum Brands Inc
|
51 | $8,152 | |
| 6 | WING |
Wingstop Inc.
|
24 | $4,161 | |
| 7 | DPZ |
Dominos Pizza Inc
|
14 | $4,144 | |
| 8 | JACK |
Jack In The Box Inc
|
245 | $3,873 |
All Filings in DRI
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $103,623 | 503 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $96,059 | 490 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $90,169 | 490 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $94,037 | 494 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $108,549 | 498 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $91 | 490 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $91,478 | 490 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $79,931 | 487 | Shares | Sole | 2024-10-18 | |
| 2024-06-30 | $74,600 | 493 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $81,402 | 487 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $80,014 | 487 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $70,607 | 493 | Shares | Sole | 2023-10-20 | |
| 2023-06-30 | $80,365 | 481 | Shares | Sole | 2023-07-14 | |
| 2023-03-31 | $66 | 482 | Shares | Sole | 2023-05-05 | |
| 2022-12-31 | $65,706 | 475 | Shares | Sole | 2023-01-30 | |
| 2022-09-30 | $60,002 | 475 | Shares | Sole | 2022-10-31 | |
| 2022-06-30 | $53,732 | 475 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $63,151 | 475 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $71,554 | 475 | Shares | Sole | 2022-01-26 | |
| 2021-09-30 | $71,948 | 475 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $69,345 | 475 | Shares | Sole | 2021-07-27 | |
| 2021-03-31 | $67,450 | 475 | Shares | Sole | 2021-05-06 | |
| 2020-12-31 | $56,582 | 475 | Shares | Sole | 2021-01-26 | |
| 2020-09-30 | $47,851 | 475 | Shares | Sole | 2020-10-30 | |
| 2020-06-30 | $35,990 | 475 | Shares | Sole | 2020-07-29 | |
| 2020-03-31 | $25,868 | 475 | Shares | Sole | 2020-04-08 | |
| No filing history on record for this holder in this stock. | ||||||