Position in DRI
as of Mar 31, 2026
· filed May 18, 2026
Position Value
$7,692,217
+$769,017 QoQ
Shares Held
39,238
+4.3% QoQ
Ownership
0.034%
of shares outstanding
% of Portfolio
0.27%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
15 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in DRI Over Time
Shares Held
Position Value (USD)
Position in Restaurants
Consumer Cyclical · as of Mar 31, 2026Arkadios Wealth Advisors holds $28,445,520 across 12 Restaurants names. DRI ranks #2 (27.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MCD |
Mcdonalds Corp
|
35,295 | $10,969,332 | |
| 2 | DRI |
Darden Restaurants Inc
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|
39,238 | $7,692,217 | |
| 3 | QSR |
Restaurant Brands International Inc.
|
54,726 | $4,044,250 | |
| 4 | SBUX |
Starbucks Corp
|
28,055 | $2,513,447 | |
| 5 | FWRG |
First Watch Restaurant Group, Inc.
|
71,413 | $748,407 | |
| 6 | PZZA |
Papa Johns International Inc
|
20,040 | $649,495 | |
| 7 | YUM |
Yum Brands Inc
|
3,345 | $520,079 | |
| 8 | CMG |
Chipotle Mexican Grill Inc
|
10,466 | $335,015 |
All Filings in DRI
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $7,692,217 | 39,238 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $6,923,200 | 37,622 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $6,534,296 | 34,326 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $7,036,507 | 32,282 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $6,167,562 | 29,686 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $5,470,763 | 29,304 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $4,167,753 | 25,393 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $3,589,310 | 23,720 | Shares | Sole | 2024-07-29 | |
| 2021-09-30 | $76,037 | 502 | Shares | Sole | 2021-10-19 | |
| 2021-06-30 | $72,119 | 494 | Shares | Sole | 2021-07-28 | |
| 2021-03-31 | $35,784 | 252 | Shares | Sole | 2021-04-26 | |
| 2020-12-31 | $28,707 | 241 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $19,745 | 196 | Shares | Sole | 2020-11-10 | |
| 2020-06-30 | $29,929 | 395 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $35,725 | 656 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||