Position in DRI
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$1,552,285
+$81,005 QoQ
Shares Held
7,535
+0.4% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#403
of 1,079 holders
Holding Since
Jun 2022
12 quarters on record
Voting authority
Sole 10%
Shared 0%
None 90%
Common Shares in DRI Over Time
Shares Held
Position Value (USD)
Position in Restaurants
Consumer Cyclical · as of Jun 30, 2026NewEdge Wealth, LLC holds $15,804,121 across 10 Restaurants names. DRI ranks #4 (9.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SBUX |
Starbucks Corp
|
58,258 | $5,953,385 | |
| 2 | MCD |
Mcdonalds Corp
|
13,236 | $3,577,823 | |
| 3 | QSR |
Restaurant Brands International Inc.
|
29,622 | $2,147,891 | |
| 4 | DRI |
Darden Restaurants Inc
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|
7,535 | $1,552,285 | |
| 5 | YUM |
Yum Brands Inc
|
4,572 | $730,879 | |
| 6 | CMG |
Chipotle Mexican Grill Inc
|
19,516 | $663,544 | |
| 7 | CAVA |
Cava Group, Inc.
|
6,391 | $501,565 | |
| 8 | DPZ |
Dominos Pizza Inc
|
997 | $295,151 |
All Filings in DRI
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,552,285 | 7,535 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $1,471,280 | 7,505 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $878,143 | 4,772 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $635,802 | 3,340 | Shares | Sole | 2025-11-07 | |
| 2024-03-31 | $2,836,201 | 16,968 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $2,879,686 | 17,527 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $2,423,712 | 16,923 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $2,851,387 | 17,066 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $2,676,354 | 17,249 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $2,260,727 | 16,343 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $2,074,300 | 16,421 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,473,161 | 13,023 | Shares | Sole | 2022-08-09 | |
| No filing history on record for this holder in this stock. | ||||||