Center for Financial Planning, Inc.
Position in DRI — Darden Restaurants Inc
CIK 1803557
SOUTHFIED, MI
Position in DRI
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$542,218
+$24,869 QoQ
Shares Held
2,632
-0.3% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.34%
of 13F equity value
Holder Rank
#587
of 1,079 holders
Holding Since
Mar 2020
21 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, 2026Center for Financial Planning, Inc. holds $2,713,531 across 7 Restaurants names. DRI ranks #2 (20.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MCD |
Mcdonalds Corp
|
5,300 | $1,432,643 | |
| 2 | DRI |
Darden Restaurants Inc
This page
|
2,632 | $542,218 | |
| 3 | YUM |
Yum Brands Inc
|
2,457 | $392,776 | |
| 4 | CMG |
Chipotle Mexican Grill Inc
|
7,142 | $242,828 | |
| 5 | YUMC |
Yum China Holdings, Inc.
|
2,150 | $87,870 | |
| 6 | SBUX |
Starbucks Corp
|
131 | $13,386 | |
| 7 | PTLO |
Portillo's Inc.
|
382 | $1,810 |
All Filings in DRI
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $542,218 | 2,632 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $517,349 | 2,639 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $469,987 | 2,554 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $508,451 | 2,671 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $502,638 | 2,306 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $445,645 | 2,145 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $364,045 | 1,950 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $340,569 | 2,075 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $313,989 | 2,075 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 | $342,824 | 2,051 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $323,999 | 1,972 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $279,851 | 1,954 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $307,093 | 1,838 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $277,581 | 1,789 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $244,429 | 1,767 | Shares | Sole | 2023-01-27 | |
| 2022-09-30 | $188,595 | 1,493 | Shares | Sole | 2022-10-14 | |
| 2022-06-30 | $144,114 | 1,274 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $180,014 | 1,354 | Shares | Sole | 2022-05-03 | |
| 2021-12-31 | $192,819 | 1,280 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $183,581 | 1,212 | Shares | Sole | 2021-11-17 | |
| 2020-03-31 | $2,505 | 46 | Shares | Sole | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||