Position in DRI
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$413,412,207
+$38,899,948 QoQ
Shares Held
2,006,758
+5.0% QoQ
Ownership
1.76%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#11
of 1,078 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 83%
Shared 0%
None 17%
Common Shares in DRI Over Time
Shares Held
Position Value (USD)
Position in Restaurants
Consumer Cyclical · as of Jun 30, 2026JPMORGAN CHASE & CO holds $16,808,742,997 across 39 Restaurants names. DRI ranks #6 (2.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MCD |
Mcdonalds Corp
|
31,923,726 | $8,629,302,366 | |
| 2 | YUM |
Yum Brands Inc
|
20,017,649 | $3,200,021,359 | |
| 3 | CMG |
Chipotle Mexican Grill Inc
|
66,168,691 | $2,249,735,494 | |
| 4 | YUMC |
Yum China Holdings, Inc.
|
24,117,074 | $985,664,807 | |
| 5 | SBUX |
Starbucks Corp
|
7,151,808 | $730,843,250 | |
| 6 | DRI |
Darden Restaurants Inc
This page
|
2,006,758 | $413,412,207 | |
| 7 | TXRH |
Texas Roadhouse, Inc.
|
1,021,501 | $197,384,635 | |
| 8 | QSR |
Restaurant Brands International Inc.
|
1,714,650 | $124,329,266 |
All Filings in DRI
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $413,412,207 | 2,006,758 | Shares | Other | 2026-08-12 | |
| 2026-03-31 | $374,512,259 | 1,910,387 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $537,000,714 | 2,918,165 | Shares | Other | 2026-02-11 | |
| 2025-09-30 | $507,674,692 | 2,666,919 | Shares | Other | 2025-11-07 | |
| 2025-06-30 | $325,871,465 | 1,495,029 | Shares | Other | 2025-08-12 | |
| 2025-03-31 | $405,819,468 | 1,953,309 | Shares | Other | 2025-05-12 | |
| 2024-12-31 | $354,498,166 | 1,898,860 | Shares | Other | 2025-02-12 | |
| 2024-09-30 | $375,691,756 | 2,288,989 | Shares | Defined | 2024-12-26 | |
| 2024-06-30 | $289,229,712 | 1,911,378 | Shares | Other | 2024-12-26 | |
| 2024-03-31 | $285,834,181 | 1,710,046 | Shares | Other | 2024-12-26 | |
| 2023-12-31 | $222,764,177 | 1,355,838 | Shares | Other | 2024-12-26 | |
| 2023-09-30 | $182,810,442 | 1,276,431 | Shares | Other | 2023-11-14 | |
| 2023-06-30 | $214,007,252 | 1,280,867 | Shares | Other | 2023-08-11 | |
| 2023-03-31 | $177,743,844 | 1,145,552 | Shares | Sole | 2023-05-18 | |
| 2022-12-31 | $157,261,840 | 1,136,860 | Shares | Other | 2023-02-13 | |
| 2022-09-30 | $137,497,294 | 1,088,484 | Shares | Other | 2022-11-14 | |
| 2022-06-30 | $112,482,224 | 994,362 | Shares | Other | 2022-08-11 | |
| 2022-03-31 | $137,095,508 | 1,031,181 | Shares | Other | 2022-05-11 | |
| 2021-12-31 | $167,769,569 | 1,113,712 | Shares | Other | 2022-02-11 | |
| 2021-09-30 | $172,600,362 | 1,139,502 | Shares | Other | 2021-11-12 | |
| 2021-06-30 | $223,199,434 | 1,528,868 | Shares | Other | 2021-08-12 | |
| 2021-03-31 | $232,303,196 | 1,635,938 | Shares | Other | 2021-05-12 | |
| 2020-12-31 | $159,989,710 | 1,343,097 | Shares | Other | 2021-02-19 | |
| 2020-09-30 | $146,511,316 | 1,454,351 | Shares | Other | 2020-11-12 | |
| 2020-06-30 | $82,880,783 | 1,093,847 | Shares | Other | 2020-08-11 | |
| 2020-03-31 | $6,281,577 | 115,343 | Shares | Other | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||