BARTLETT & CO. WEALTH MANAGEMENT LLC
Position in DRI — Darden Restaurants Inc
CIK 2010186
CINCINNATI, OH
Position in DRI
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$169,134
+$9,362 QoQ
Shares Held
821
+0.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#842
of 1,078 holders
Holding Since
Mar 2020
25 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, 2026BARTLETT & CO. WEALTH MANAGEMENT LLC holds $30,260,616 across 16 Restaurants names. DRI ranks #6 (0.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MCD |
Mcdonalds Corp
|
61,202 | $16,543,512 | |
| 2 | YUM |
Yum Brands Inc
|
39,886 | $6,376,175 | |
| 3 | SBUX |
Starbucks Corp
|
45,062 | $4,604,885 | |
| 4 | YUMC |
Yum China Holdings, Inc.
|
38,025 | $1,554,081 | |
| 5 | CMG |
Chipotle Mexican Grill Inc
|
23,227 | $789,718 | |
| 6 | DRI |
Darden Restaurants Inc
This page
|
821 | $169,134 | |
| 7 | WING |
Wingstop Inc.
|
500 | $86,705 | |
| 8 | QSR |
Restaurant Brands International Inc.
|
635 | $46,043 |
All Filings in DRI
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $169,134 | 821 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $159,772 | 815 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $149,976 | 815 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $189,979 | 998 | Shares | Sole | 2025-10-09 | |
| 2025-06-30 | $221,457 | 1,016 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $166,000 | 799 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $179,595 | 962 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $157,893 | 962 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $145,569 | 962 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $160,798 | 962 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $158,056 | 962 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $137,777 | 962 | Shares | Sole | 2024-02-14 | |
| 2023-06-30 | $160,730 | 962 | Shares | Sole | 2024-02-14 | |
| 2023-03-31 | $149,263 | 962 | Shares | Sole | 2024-02-14 | |
| 2022-12-31 | $133,073 | 962 | Shares | Sole | 2024-02-14 | |
| 2022-09-30 | $121,519 | 962 | Shares | Sole | 2024-02-14 | |
| 2022-06-30 | $110,405 | 976 | Shares | Sole | 2024-02-14 | |
| 2022-03-31 | $127,897 | 962 | Shares | Sole | 2024-02-14 | |
| 2021-09-30 | $145,714 | 962 | Shares | Sole | 2024-02-14 | |
| 2021-06-30 | $140,880 | 965 | Shares | Sole | 2024-02-14 | |
| 2021-03-31 | $151,230 | 1,065 | Shares | Sole | 2024-02-14 | |
| 2020-12-31 | $119,239 | 1,001 | Shares | Sole | 2024-02-13 | |
| 2020-09-30 | $100,538 | 998 | Shares | Sole | 2024-02-13 | |
| 2020-06-30 | $75,618 | 998 | Shares | Sole | 2024-02-13 | |
| 2020-03-31 | $54,351 | 998 | Shares | Sole | 2024-02-13 | |
| No filing history on record for this holder in this stock. | ||||||