Position in DRI
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$283,469
-$2,357 QoQ
Shares Held
1,376
-5.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#743
of 1,078 holders
Holding Since
Jun 2022
13 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, 202644 WEALTH MANAGEMENT LLC holds $6,082,875 across 6 Restaurants names. DRI ranks #6 (4.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MCD |
Mcdonalds Corp
|
8,181 | $2,211,406 | |
| 2 | QSR |
Restaurant Brands International Inc.
|
19,107 | $1,385,448 | |
| 3 | EAT |
Brinker International, Inc
|
8,215 | $1,380,120 | |
| 4 | SBUX |
Starbucks Corp
|
4,314 | $440,847 | |
| 5 | YUM |
Yum Brands Inc
|
2,387 | $381,585 | |
| 6 | DRI |
Darden Restaurants Inc
This page
|
1,376 | $283,469 |
All Filings in DRI
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $283,469 | 1,376 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $285,826 | 1,458 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $269,957 | 1,467 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $276,783 | 1,454 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $319,761 | 1,467 | Shares | Sole | 2025-08-15 | |
| 2025-03-31 | $291,487 | 1,403 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $278,541 | 1,492 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $267,531 | 1,630 | Shares | Sole | 2024-10-25 | |
| 2023-06-30 | $301,078 | 1,802 | Shares | Sole | 2023-07-18 | |
| 2023-03-31 | $283,167 | 1,825 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $254,942 | 1,843 | Shares | Sole | 2023-01-20 | |
| 2022-09-30 | $228,512 | 1,809 | Shares | Sole | 2022-10-12 | |
| 2022-06-30 | $208,367 | 1,842 | Shares | Sole | 2022-07-22 | |
| No filing history on record for this holder in this stock. | ||||||