Position in DRI
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$200,859
-$11,661 QoQ
Shares Held
975
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.19%
of 13F equity value
Holder Rank
#833
of 1,078 holders
Holding Since
Mar 2025
3 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, 2026Taylor Financial Group, Inc. holds $892,852 across 2 Restaurants names. DRI ranks #2 (22.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MCD |
Mcdonalds Corp
|
2,560 | $691,993 | |
| 2 | DRI |
Darden Restaurants Inc
This page
|
975 | $200,859 |
All Filings in DRI
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $200,859 | 975 | Shares | Sole | 2026-07-24 | |
| 2025-06-30 | $212,520 | 975 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $202,566 | 975 | Shares | Sole | 2025-05-12 | |
| No filing history on record for this holder in this stock. | ||||||