Position in DRI
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$2,423,501
+$210,798 QoQ
Shares Held
11,764
+4.2% QoQ
Ownership
0.010%
of shares outstanding
% of Portfolio
0.57%
of 13F equity value
Holder Rank
#336
of 1,078 holders
Holding Since
Dec 2021
19 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, 2026Peterson Wealth Services holds $5,973,308 across 5 Restaurants names. DRI ranks #2 (40.6% of the industry book) .
All Filings in DRI
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,423,501 | 11,764 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $2,212,703 | 11,287 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $1,997,353 | 10,854 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $191,692 | 1,007 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $2,375,219 | 10,897 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $2,219,292 | 10,682 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $1,843,190 | 9,873 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $1,515,740 | 9,235 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $1,284,101 | 8,486 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $1,364,278 | 8,162 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $1,286,961 | 7,833 | Shares | Sole | 2024-01-31 | |
| 2023-09-30 | $1,068,850 | 7,463 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $1,196,292 | 7,160 | Shares | Sole | 2023-07-13 | |
| 2023-03-31 | $1,275,880 | 8,223 | Shares | Sole | 2023-04-06 | |
| 2022-12-31 | $930,269 | 6,725 | Shares | Sole | 2023-01-20 | |
| 2022-09-30 | $757,920 | 6,000 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $476,574 | 4,213 | Shares | Sole | 2022-07-11 | |
| 2022-03-31 | $458,411 | 3,448 | Shares | Sole | 2022-04-18 | |
| 2021-12-31 | $236,806 | 1,572 | Shares | Sole | 2022-01-31 | |
| No filing history on record for this holder in this stock. | ||||||