Position in DRI
as of Mar 31, 2026
· filed Apr 20, 2026
Position Value
$3,318,956
+$228,341 QoQ
Shares Held
16,930
+0.8% QoQ
Ownership
0.015%
of shares outstanding
% of Portfolio
0.26%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2022
16 quarters on record
Voting authority
Sole 68.12167749557.ToString("F0")%
Shared 0.ToString("F0")%
None 31.878322504430006.ToString("F0")%
Common Shares in DRI Over Time
Shares Held
Position Value (USD)
Position in Restaurants
Consumer Cyclical · as of Mar 31, 2026Blue Trust, Inc. holds $10,606,382 across 16 Restaurants names. DRI ranks #2 (31.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MCD |
Mcdonalds Corp
|
13,061 | $4,059,227 | |
| 2 | DRI |
Darden Restaurants Inc
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|
16,930 | $3,318,956 | |
| 3 | SBUX |
Starbucks Corp
|
11,895 | $1,065,672 | |
| 4 | YUM |
Yum Brands Inc
|
4,137 | $643,219 | |
| 5 | CMG |
Chipotle Mexican Grill Inc
|
20,014 | $640,647 | |
| 6 | TXRH |
Texas Roadhouse, Inc.
|
2,072 | $342,170 | |
| 7 | PZZA |
Papa Johns International Inc
|
6,831 | $221,392 | |
| 8 | YUMC |
Yum China Holdings, Inc.
|
2,445 | $119,267 |
All Filings in DRI
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16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $3,318,956 | 16,930 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $3,090,615 | 16,795 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $3,201,474 | 16,818 | Shares | Other | 2025-10-16 | |
| 2025-06-30 | $3,581,682 | 16,432 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $2,451,982 | 11,802 | Shares | Other | 2025-04-21 | |
| 2024-12-31 | $2,031,559 | 10,882 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $1,223,259 | 7,453 | Shares | Other | 2024-10-17 | |
| 2024-06-30 | $310,507 | 2,052 | Shares | Other | 2024-07-18 | |
| 2024-03-31 | $259,248 | 1,551 | Shares | Other | 2024-05-01 | |
| 2023-12-31 | $208,825 | 1,271 | Shares | Defined | 2024-01-18 | |
| 2023-09-30 | $155,249 | 1,084 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $47,951 | 287 | Shares | Sole | 2023-07-14 | |
| 2023-03-31 | $375,331 | 2,419 | Shares | Other | 2023-04-17 | |
| 2022-12-31 | $257,570 | 1,862 | Shares | Sole | 2023-01-17 | |
| 2022-09-30 | $135,793 | 1,075 | Shares | Sole | 2022-10-21 | |
| 2022-06-30 | $90,722 | 802 | Shares | Sole | 2022-08-09 | |
| No filing history on record for this holder in this stock. | ||||||