Position in DRI
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$548,398
+$216,895 QoQ
Shares Held
2,662
+57.4% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.23%
of 13F equity value
Holder Rank
#582
of 1,078 holders
Holding Since
Dec 2020
22 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, 2026Destiny Wealth Partners, LLC holds $902,233 across 2 Restaurants names. DRI ranks #1 (60.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DRI |
Darden Restaurants Inc
This page
|
2,662 | $548,398 | |
| 2 | MCD |
Mcdonalds Corp
|
1,309 | $353,835 |
All Filings in DRI
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22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $548,398 | 2,662 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $331,503 | 1,691 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $311,177 | 1,691 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $321,898 | 1,691 | Shares | Sole | 2025-10-06 | |
| 2025-06-30 | $368,587 | 1,691 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $372,098 | 1,791 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $371,699 | 1,991 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $351,402 | 2,141 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $308,844 | 2,041 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $341,153 | 2,041 | Shares | Sole | 2024-04-09 | |
| 2023-12-31 | $335,336 | 2,041 | Shares | Sole | 2024-01-19 | |
| 2023-09-30 | $235,024 | 1,641 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $240,762 | 1,441 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $223,585 | 1,441 | Shares | Sole | 2023-04-26 | |
| 2022-12-31 | $199,333 | 1,441 | Shares | Sole | 2023-01-27 | |
| 2022-09-30 | $189,480 | 1,500 | Shares | Sole | 2022-10-25 | |
| 2022-06-30 | $172,734 | 1,527 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $203,014 | 1,527 | Shares | Sole | 2022-04-21 | |
| 2021-12-31 | $12,955 | 86 | Shares | Sole | 2022-01-20 | |
| 2021-09-30 | $13,026 | 86 | Shares | Sole | 2021-10-28 | |
| 2021-03-31 | $6,816 | 48 | Shares | Sole | 2021-04-22 | |
| 2020-12-31 | $5,717 | 48 | Shares | Sole | 2021-02-05 | |
| No filing history on record for this holder in this stock. | ||||||