Position in DRI
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$618,236
+$532,236 QoQ
Shares Held
3,001
-73.8% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#556
of 1,079 holders
Holding Since
Mar 2022
2 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 Jun 30, 2026Aaron Wealth Advisors LLC holds $6,097,524 across 10 Restaurants names. DRI ranks #3 (10.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MCD |
Mcdonalds Corp
|
7,748 | $2,094,361 | |
| 2 | SBUX |
Starbucks Corp
|
14,822 | $1,514,660 | |
| 3 | DRI |
Darden Restaurants Inc
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|
3,001 | $618,236 | |
| 4 | YUM |
Yum Brands Inc
|
3,210 | $513,150 | |
| 5 | QSR |
Restaurant Brands International Inc.
|
4,311 | $312,590 | |
| 6 | CMG |
Chipotle Mexican Grill Inc
|
8,744 | $297,296 | |
| 7 | CAVA |
Cava Group, Inc.
|
3,370 | $264,477 | |
| 8 | WING |
Wingstop Inc.
|
1,267 | $219,710 |
All Filings in DRI
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $618,236 | 3,001 | Shares | Sole | 2026-07-16 | |
| 2022-03-31 | $86,000 | 11,433 | Shares | Sole | 2022-05-10 | |
| No filing history on record for this holder in this stock. | ||||||