Position in DRI
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$522,853
+$187,625 QoQ
Shares Held
2,538
+48.4% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.35%
of 13F equity value
Holder Rank
#592
of 1,078 holders
Holding Since
Mar 2020
23 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, 2026WEST PACES ADVISORS INC. holds $2,044,271 across 8 Restaurants names. DRI ranks #2 (25.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MCD |
Mcdonalds Corp
|
3,489 | $943,111 | |
| 2 | DRI |
Darden Restaurants Inc
This page
|
2,538 | $522,853 | |
| 3 | SBUX |
Starbucks Corp
|
4,581 | $468,132 | |
| 4 | YUMC |
Yum China Holdings, Inc.
|
925 | $37,804 | |
| 5 | CMG |
Chipotle Mexican Grill Inc
|
994 | $33,796 | |
| 6 | YUM |
Yum Brands Inc
|
210 | $33,570 | |
| 7 | PTLO |
Portillo's Inc.
|
1,000 | $4,740 | |
| 8 | WEN |
Wendy's Co
|
32 | $265 |
All Filings in DRI
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $522,853 | 2,538 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $335,228 | 1,710 | Shares | Sole | 2026-05-05 | |
| 2025-03-31 | $25,138 | 121 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $22,589 | 121 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $19,859 | 121 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $18,309 | 121 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $20,225 | 121 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $20,373 | 124 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $19,907 | 139 | Shares | Sole | 2023-12-18 | |
| 2023-06-30 | $23,224 | 139 | Shares | Sole | 2023-12-18 | |
| 2023-03-31 | $21,567 | 139 | Shares | Sole | 2023-12-18 | |
| 2022-12-31 | $19,227 | 139 | Shares | Sole | 2023-12-18 | |
| 2022-09-30 | $17,558 | 139 | Shares | Sole | 2023-12-19 | |
| 2022-06-30 | $15,723 | 139 | Shares | Sole | 2023-12-19 | |
| 2022-03-31 | $18,480 | 139 | Shares | Sole | 2023-12-19 | |
| 2021-12-31 | $20,938 | 139 | Shares | Sole | 2023-12-20 | |
| 2021-09-30 | $26,658 | 176 | Shares | Sole | 2023-12-20 | |
| 2021-06-30 | $25,694 | 176 | Shares | Sole | 2023-12-20 | |
| 2021-03-31 | $23,572 | 166 | Shares | Sole | 2023-12-20 | |
| 2020-12-31 | $5,360 | 45 | Shares | Sole | 2023-12-20 | |
| 2020-09-30 | $4,533 | 45 | Shares | Sole | 2023-12-20 | |
| 2020-06-30 | $3,409 | 45 | Shares | Sole | 2023-12-20 | |
| 2020-03-31 | $4,356 | 80 | Shares | Sole | 2023-12-21 | |
| No filing history on record for this holder in this stock. | ||||||