Position in DRI
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$255,246
+$3,139 QoQ
Shares Held
1,239
-3.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.22%
of 13F equity value
Holder Rank
#767
of 1,079 holders
Holding Since
Dec 2024
7 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, 2026CRUX WEALTH ADVISORS holds $516,906 across 2 Restaurants names. DRI ranks #2 (49.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MCD |
Mcdonalds Corp
|
968 | $261,660 | |
| 2 | DRI |
Darden Restaurants Inc
This page
|
1,239 | $255,246 |
All Filings in DRI
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $255,246 | 1,239 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $252,107 | 1,286 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $235,361 | 1,279 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $264,790 | 1,391 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $335,237 | 1,538 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $664,832 | 3,200 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $810,047 | 4,339 | Shares | Sole | 2025-02-13 | |
| No filing history on record for this holder in this stock. | ||||||