Position in DRI
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$618
+$428 QoQ
Shares Held
3
+200.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#1,058
of 1,079 holders
Holding Since
Mar 2023
7 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, 2026TFC Financial Management, Inc. holds $484,169 across 8 Restaurants names. DRI ranks #6 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MCD |
Mcdonalds Corp
|
1,286 | $347,618 | |
| 2 | TXRH |
Texas Roadhouse, Inc.
|
581 | $112,266 | |
| 3 | YUM |
Yum Brands Inc
|
87 | $13,907 | |
| 4 | SBUX |
Starbucks Corp
|
68 | $6,948 | |
| 5 | CMG |
Chipotle Mexican Grill Inc
|
50 | $1,700 | |
| 6 | DRI |
Darden Restaurants Inc
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|
3 | $618 | |
| 7 | DPZ |
Dominos Pizza Inc
|
2 | $592 | |
| 8 | WING |
Wingstop Inc.
|
3 | $520 |
All Filings in DRI
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $618 | 3 | Shares | Sole | 2026-07-23 | |
| 2025-09-30 | $190 | 1 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $217 | 1 | Shares | Sole | 2025-07-29 | |
| 2024-03-31 | $167 | 1 | Shares | Sole | 2024-04-30 | |
| 2023-09-30 | $429 | 3 | Shares | Sole | 2023-10-23 | |
| 2023-06-30 | $501 | 3 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $465 | 3 | Shares | Sole | 2023-05-08 | |
| No filing history on record for this holder in this stock. | ||||||