Position in DRI
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$472,586
+$37,770 QoQ
Shares Held
2,294
+3.4% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.45%
of 13F equity value
Holder Rank
#607
of 1,066 holders
Holding Since
Dec 2022
15 quarters on record
Voting authority
Sole 50%
Shared 0%
None 50%
Common Shares in DRI Over Time
Shares Held
Position Value (USD)
Position in Restaurants
Consumer Cyclical · as of Jun 30, 20261620 INVESTMENT ADVISORS, INC. holds $827,202 across 11 Restaurants names. DRI ranks #1 (57.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DRI |
Darden Restaurants Inc
This page
|
2,294 | $472,586 | |
| 2 | CMG |
Chipotle Mexican Grill Inc
|
2,882 | $97,988 | |
| 3 | BJRI |
BJs RESTAURANTS INC
|
1,152 | $69,966 | |
| 4 | SBUX |
Starbucks Corp
|
675 | $68,978 | |
| 5 | YUM |
Yum Brands Inc
|
330 | $52,753 | |
| 6 | BROS |
Dutch Bros Inc.
|
503 | $36,120 | |
| 7 | FWRG |
First Watch Restaurant Group, Inc.
|
1,019 | $13,134 | |
| 8 | MCD |
Mcdonalds Corp
|
29 | $7,838 |
All Filings in DRI
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $472,586 | 2,294 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $434,816 | 2,218 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $403,003 | 2,190 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $407,180 | 2,139 | Shares | Sole | 2025-10-07 | |
| 2025-06-30 | $464,930 | 2,133 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $427,362 | 2,057 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $376,367 | 2,016 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $301,178 | 1,835 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $265,869 | 1,757 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $284,322 | 1,701 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $279,474 | 1,701 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $238,174 | 1,663 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $275,013 | 1,646 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $248,721 | 1,603 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $213,996 | 1,547 | Shares | Sole | 2023-02-14 | |
| No filing history on record for this holder in this stock. | ||||||