Position in DRI
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$8,216,296
+$5,245,311 QoQ
Shares Held
39,883
+163.2% QoQ
Ownership
0.035%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#181
of 1,078 holders
Holding Since
Dec 2023
11 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, 2026Concurrent Investment Advisors, LLC holds $61,021,618 across 12 Restaurants names. DRI ranks #4 (13.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MCD |
Mcdonalds Corp
|
80,457 | $21,748,330 | |
| 2 | BROS |
Dutch Bros Inc.
|
183,322 | $13,164,352 | |
| 3 | SBUX |
Starbucks Corp
|
112,282 | $11,474,096 | |
| 4 | DRI |
Darden Restaurants Inc
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|
39,883 | $8,216,296 | |
| 5 | CMG |
Chipotle Mexican Grill Inc
|
59,880 | $2,035,920 | |
| 6 | YUM |
Yum Brands Inc
|
10,814 | $1,728,725 | |
| 7 | SHAK |
Shake Shack Inc.
|
16,306 | $913,461 | |
| 8 | EAT |
Brinker International, Inc
|
4,528 | $760,704 |
All Filings in DRI
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,216,296 | 39,883 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $2,970,985 | 15,155 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $2,502,303 | 13,598 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $625,332 | 3,285 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $704,043 | 3,230 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $649,665 | 3,127 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $718,383 | 3,848 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $423,127 | 2,578 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $458,953 | 3,033 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $424,895 | 2,542 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $363,103 | 2,210 | Shares | Sole | 2024-04-15 | |
| No filing history on record for this holder in this stock. | ||||||