Position in DRI
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$464,964
New position
Shares Held
2,257
first reported quarter
Ownership
0.002%
of shares outstanding
% of Portfolio
0.30%
of 13F equity value
Holder Rank
#622
of 1,078 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Restaurants
Consumer Cyclical · as of Jun 30, 2026Whalen Wealth Management Inc. holds $781,140 across 2 Restaurants names. DRI ranks #1 (59.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DRI |
Darden Restaurants Inc
This page
|
2,257 | $464,964 | |
| 2 | EAT |
Brinker International, Inc
|
1,882 | $316,176 |
All Filings in DRI
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1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $464,964 | 2,257 | Shares | Sole | 2026-08-13 | |
| No filing history on record for this holder in this stock. | ||||||