Position in DRI
as of Jun 30, 2026
· filed Jul 10, 2026
Position Value
$384,826
+$25,093 QoQ
Shares Held
1,868
+1.8% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
#669
of 1,079 holders
Holding Since
Dec 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, 2026FIDUCIARY FINANCIAL GROUP, LLC holds $1,774,219 across 2 Restaurants names. DRI ranks #2 (21.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MCD |
Mcdonalds Corp
|
5,140 | $1,389,393 | |
| 2 | DRI |
Darden Restaurants Inc
This page
|
1,868 | $384,826 |
All Filings in DRI
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $384,826 | 1,868 | Shares | Sole | 2026-07-10 | |
| 2026-03-31 | $359,733 | 1,835 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $352,214 | 1,914 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $335,795 | 1,764 | Shares | Sole | 2025-10-10 | |
| 2025-06-30 | $362,484 | 1,663 | Shares | Sole | 2025-07-03 | |
| 2025-03-31 | $334,701 | 1,611 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $324,280 | 1,737 | Shares | Sole | 2025-01-14 | |
| No filing history on record for this holder in this stock. | ||||||