Position in DRI
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$6,386
-$669,392 QoQ
Shares Held
31
-99.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#993
of 1,078 holders
Holding Since
Jun 2023
6 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, 2026Buck Wealth Strategies, LLC holds $521,423 across 12 Restaurants names. DRI ranks #5 (1.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MCD |
Mcdonalds Corp
|
1,022 | $276,256 | |
| 2 | SBUX |
Starbucks Corp
|
1,439 | $147,051 | |
| 3 | QSR |
Restaurant Brands International Inc.
|
903 | $65,476 | |
| 4 | VENU |
Venu Holding Corp
|
9,145 | $20,759 | |
| 5 | DRI |
Darden Restaurants Inc
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|
31 | $6,386 | |
| 6 | WING |
Wingstop Inc.
|
10 | $1,734 | |
| 7 | YUM |
Yum Brands Inc
|
10 | $1,598 | |
| 8 | TXRH |
Texas Roadhouse, Inc.
|
6 | $1,159 |
All Filings in DRI
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,386 | 31 | Shares | Sole | 2026-07-30 | |
| 2025-09-30 | $675,778 | 3,550 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $967,568 | 4,439 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $1,026,542 | 4,941 | Shares | Sole | 2025-04-22 | |
| 2023-09-30 | $3,007 | 21 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $3,508 | 21 | Shares | Sole | 2023-11-06 | |
| No filing history on record for this holder in this stock. | ||||||