Position in DRI
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$1,936,494
+$395,228 QoQ
Shares Held
9,400
+19.6% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#370
of 1,079 holders
Holding Since
Sep 2020
24 quarters on record
Common Shares in DRI Over Time
Shares Held
Position Value (USD)
Position in Restaurants
Consumer Cyclical · as of Jun 30, 2026Kestra Advisory Services, LLC holds $93,895,471 across 13 Restaurants names. DRI ranks #6 (2.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MCD |
Mcdonalds Corp
|
204,586 | $55,301,641 | |
| 2 | SBUX |
Starbucks Corp
|
218,415 | $22,319,828 | |
| 3 | YUM |
Yum Brands Inc
|
24,834 | $3,969,963 | |
| 4 | CAVA |
Cava Group, Inc.
|
44,213 | $3,469,836 | |
| 5 | DPZ |
Dominos Pizza Inc
|
6,784 | $2,008,335 | |
| 6 | DRI |
Darden Restaurants Inc
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|
9,400 | $1,936,494 | |
| 7 | QSR |
Restaurant Brands International Inc.
|
22,019 | $1,596,597 | |
| 8 | CMG |
Chipotle Mexican Grill Inc
|
42,354 | $1,440,036 |
All Filings in DRI
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24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,936,494 | 9,400 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $1,541,266 | 7,862 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $1,343,530 | 7,301 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $1,480,049 | 7,775 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,581,154 | 7,254 | Shares | Sole | 2025-08-15 | |
| 2025-03-31 | $1,813,329 | 8,728 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $1,527,124 | 8,180 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $1,298,104 | 7,909 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $2,012,858 | 13,302 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $2,538,339 | 15,186 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $2,130,149 | 12,965 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $1,902,677 | 13,285 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $1,745,317 | 10,446 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $1,330,962 | 8,578 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $2,128,898 | 15,390 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $1,655,170 | 13,103 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $1,599,516 | 14,140 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $1,483,987 | 11,162 | Shares | Sole | 2022-07-20 | |
| 2021-12-31 | $1,549,181 | 10,284 | Shares | Sole | 2022-07-25 | |
| 2021-09-30 | $1,465,775 | 9,677 | Shares | Sole | 2022-07-25 | |
| 2021-06-30 | $1,076,530 | 7,374 | Shares | Sole | 2022-07-26 | |
| 2021-03-31 | $925,272 | 6,516 | Shares | Sole | 2022-07-27 | |
| 2020-12-31 | $1,337,717 | 11,230 | Shares | Sole | 2022-07-28 | |
| 2020-09-30 | $7,152 | 71 | Shares | Sole | 2022-07-29 | |
| No filing history on record for this holder in this stock. | ||||||