Position in DRI
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$511,934
-$40,506 QoQ
Shares Held
2,485
-11.8% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#598
of 1,079 holders
Holding Since
Mar 2024
7 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, 2026Lifeworks Advisors, LLC holds $1,225,822 across 2 Restaurants names. DRI ranks #2 (41.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MCD |
Mcdonalds Corp
|
2,641 | $713,888 | |
| 2 | DRI |
Darden Restaurants Inc
This page
|
2,485 | $511,934 |
All Filings in DRI
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $511,934 | 2,485 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $552,440 | 2,818 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $537,338 | 2,920 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $506,167 | 2,659 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $502,856 | 2,307 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $453,955 | 2,185 | Shares | Sole | 2025-05-06 | |
| 2024-03-31 | $334,300 | 2,000 | Shares | Sole | 2024-05-10 | |
| No filing history on record for this holder in this stock. | ||||||