Position in DRI
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$135,966
+$503 QoQ
Shares Held
660
-4.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#848
of 1,078 holders
Holding Since
Mar 2021
22 quarters on record
Common Shares in DRI Over Time
Shares Held
Position Value (USD)
Position in Restaurants
Consumer Cyclical · as of Jun 30, 2026Spire Wealth Management holds $5,585,194 across 19 Restaurants names. DRI ranks #7 (2.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SBUX |
Starbucks Corp
|
18,196 | $1,859,449 | |
| 2 | MCD |
Mcdonalds Corp
|
5,977 | $1,615,642 | |
| 3 | CMG |
Chipotle Mexican Grill Inc
|
20,671 | $702,814 | |
| 4 | YUM |
Yum Brands Inc
|
3,112 | $497,484 | |
| 5 | BROS |
Dutch Bros Inc.
|
4,453 | $319,769 | |
| 6 | CAVA |
Cava Group, Inc.
|
3,887 | $305,051 | |
| 7 | DRI |
Darden Restaurants Inc
This page
|
660 | $135,966 | |
| 8 | WING |
Wingstop Inc.
|
213 | $36,936 |
All Filings in DRI
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22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $135,966 | 660 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $135,463 | 691 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $127,709 | 694 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $147,338 | 774 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $221,239 | 1,015 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $293,980 | 1,415 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $231,868 | 1,242 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $172,664 | 1,052 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $4,884,458 | 32,279 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $6,069,717 | 36,313 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $5,943,881 | 36,177 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $3,896,729 | 27,208 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $197,321 | 1,181 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $206,517 | 1,331 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $96,554 | 698 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $25,264 | 200 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $97,283 | 860 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $858,325 | 6,456 | Shares | Sole | 2022-04-18 | |
| 2021-12-31 | $1,543,306 | 10,245 | Shares | Sole | 2022-01-14 | |
| 2021-09-30 | $1,413,972 | 9,335 | Shares | Sole | 2021-10-22 | |
| 2021-06-30 | $1,410,701 | 9,663 | Shares | Sole | 2021-07-26 | |
| 2021-03-31 | $1,471,262 | 10,361 | Shares | Sole | 2021-05-21 | |
| No filing history on record for this holder in this stock. | ||||||