Position in DRI
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$17,303,603
+$13,831,627 QoQ
Shares Held
83,994
+360.5% QoQ
Ownership
0.074%
of shares outstanding
% of Portfolio
0.52%
of 13F equity value
Holder Rank
#114
of 1,078 holders
Holding Since
Dec 2022
8 quarters on record
Voting authority
Sole 99%
Shared 1%
None 0%
Common Shares in DRI Over Time
Shares Held
Position Value (USD)
Position in Restaurants
Consumer Cyclical · as of Jun 30, 2026Moran Wealth Management, LLC holds $34,916,624 across 4 Restaurants names. DRI ranks #1 (49.6% of the industry book) .
All Filings in DRI
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $17,303,603 | 83,994 | Shares | Sole | 2026-08-05 | |
| 2025-09-30 | $3,471,976 | 18,239 | Shares | Sole | 2025-10-23 | |
| 2024-03-31 | $9,273,147 | 55,478 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $9,432,627 | 57,411 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $8,565,415 | 59,806 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $10,001,910 | 59,863 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $8,901,684 | 57,371 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $7,045,976 | 50,936 | Shares | Sole | 2023-02-13 | |
| No filing history on record for this holder in this stock. | ||||||