Position in DRI
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$4,642,815
+$1,912,327 QoQ
Shares Held
23,683
+59.6% QoQ
Ownership
0.021%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2022
14 quarters on record
Voting authority
Sole 34.93746730705217.ToString("F0")%
Shared 53.27405012126112.ToString("F0")%
None 11.78848257168672.ToString("F0")%
Common Shares in DRI Over Time
Shares Held
Position Value (USD)
Position in Restaurants
Consumer Cyclical · as of Mar 31, 2026Corient Private Wealth LLC holds $600,659,793 across 22 Restaurants names. DRI ranks #5 (0.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SBUX |
Starbucks Corp
|
3,015,054 | $270,118,687 | |
| 2 | MCD |
Mcdonalds Corp
|
858,040 | $266,670,251 | |
| 3 | YUM |
Yum Brands Inc
|
160,451 | $24,946,920 | |
| 4 | CMG |
Chipotle Mexican Grill Inc
|
196,153 | $6,278,857 | |
| 5 | DRI |
Darden Restaurants Inc
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|
23,683 | $4,642,815 | |
| 6 | SHAK |
Shake Shack Inc.
|
52,036 | $4,603,624 | |
| 7 | QSR |
Restaurant Brands International Inc.
|
42,654 | $3,152,130 | |
| 8 | DPZ |
Dominos Pizza Inc
|
8,642 | $3,100,663 |
All Filings in DRI
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $4,642,815 | 23,683 | Shares | Other | 2026-05-15 | |
| 2025-12-31 | $2,730,488 | 14,838 | Shares | Sole | 2026-03-09 | |
| 2025-09-30 | $2,864,917 | 15,050 | Shares | Other | 2025-11-14 | |
| 2025-06-30 | $2,971,583 | 13,633 | Shares | Other | 2025-09-26 | |
| 2025-03-31 | $2,596,376 | 12,497 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $2,941,672 | 15,757 | Shares | Other | 2025-02-10 | |
| 2024-09-30 | $2,665,635 | 16,241 | Shares | Other | 2024-11-12 | |
| 2024-06-30 | $2,554,886 | 16,884 | Shares | Other | 2024-08-13 | |
| 2024-03-31 | $2,510,759 | 15,021 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $2,377,420 | 14,470 | Shares | Other | 2024-02-09 | |
| 2023-09-30 | $3,671,730 | 25,637 | Shares | Other | 2023-11-03 | |
| 2023-06-30 | $9,934,075 | 59,457 | Shares | Other | 2023-08-10 | |
| 2023-03-31 | $2,081,625 | 13,416 | Shares | Other | 2023-05-15 | |
| 2022-12-31 | $1,884,192 | 13,621 | Shares | Other | 2023-02-15 | |
| No filing history on record for this holder in this stock. | ||||||