Position in DRI
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$1,082,582
+$42,786 QoQ
Shares Held
5,255
-0.9% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.38%
of 13F equity value
Holder Rank
#464
of 1,079 holders
Holding Since
Jun 2025
5 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, 2026Concord Asset Management, LLC/VA holds $3,809,469 across 2 Restaurants names. DRI ranks #2 (28.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MCD |
Mcdonalds Corp
|
10,088 | $2,726,887 | |
| 2 | DRI |
Darden Restaurants Inc
This page
|
5,255 | $1,082,582 |
All Filings in DRI
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,082,582 | 5,255 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $1,039,796 | 5,304 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $831,770 | 4,520 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $835,109 | 4,387 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $669,821 | 3,073 | Shares | Sole | 2025-07-25 | |
| No filing history on record for this holder in this stock. | ||||||