Position in DRI
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$1,261,193
+$710,909 QoQ
Shares Held
6,122
+118.1% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#440
of 1,078 holders
Holding Since
Sep 2023
12 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in DRI Over Time
Shares Held
Position Value (USD)
Position in Restaurants
Consumer Cyclical · as of Jun 30, 2026Envestnet Portfolio Solutions, Inc. holds $18,395,485 across 9 Restaurants names. DRI ranks #4 (6.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MCD |
Mcdonalds Corp
|
23,867 | $6,451,488 | |
| 2 | SBUX |
Starbucks Corp
|
42,743 | $4,367,907 | |
| 3 | YUM |
Yum Brands Inc
|
23,572 | $3,768,219 | |
| 4 | DRI |
Darden Restaurants Inc
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|
6,122 | $1,261,193 | |
| 5 | CMG |
Chipotle Mexican Grill Inc
|
25,469 | $865,946 | |
| 6 | QSR |
Restaurant Brands International Inc.
|
7,330 | $531,498 | |
| 7 | YUMC |
Yum China Holdings, Inc.
|
12,796 | $522,972 | |
| 8 | CAVA |
Cava Group, Inc.
|
4,656 | $365,402 |
All Filings in DRI
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,261,193 | 6,122 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $550,284 | 2,807 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $3,562,075 | 19,357 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $5,445,438 | 28,606 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $6,727,426 | 30,864 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $7,313,983 | 35,204 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $7,599,589 | 40,707 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $6,543,042 | 39,865 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $6,397,960 | 42,281 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $6,073,562 | 36,336 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $5,275,015 | 32,106 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $4,955,841 | 34,603 | Shares | Sole | 2023-11-13 | |
| No filing history on record for this holder in this stock. | ||||||