Position in DRI
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$1,002,855
+$787,344 QoQ
Shares Held
4,868
+200.3% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#476
of 1,078 holders
Holding Since
Jun 2020
9 quarters on record
Voting authority
Sole 14%
Shared 0%
None 86%
Common Shares in DRI Over Time
Shares Held
Position Value (USD)
Position in Restaurants
Consumer Cyclical · as of Jun 30, 2026Fiduciary Trust Co holds $35,409,302 across 9 Restaurants names. DRI ranks #5 (2.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MCD |
Mcdonalds Corp
|
92,620 | $25,036,111 | |
| 2 | SBUX |
Starbucks Corp
|
52,282 | $5,342,696 | |
| 3 | YUM |
Yum Brands Inc
|
9,101 | $1,454,885 | |
| 4 | QSR |
Restaurant Brands International Inc.
|
18,843 | $1,366,305 | |
| 5 | DRI |
Darden Restaurants Inc
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|
4,868 | $1,002,855 | |
| 6 | TXRH |
Texas Roadhouse, Inc.
|
2,083 | $402,497 | |
| 7 | CMG |
Chipotle Mexican Grill Inc
|
11,477 | $390,218 | |
| 8 | YUMC |
Yum China Holdings, Inc.
|
5,739 | $234,552 |
All Filings in DRI
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,002,855 | 4,868 | Shares | Sole | 2026-08-13 | |
| 2022-03-31 | $215,511 | 1,621 | Shares | Defined | 2022-05-12 | |
| 2021-12-31 | $244,186 | 1,621 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $245,531 | 1,621 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $730,679 | 5,005 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $782,562 | 5,511 | Shares | Sole | 2021-05-19 | |
| 2020-12-31 | $653,849 | 5,489 | Shares | Sole | 2021-01-26 | |
| 2020-09-30 | $552,961 | 5,489 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $302,094 | 3,987 | Shares | Sole | 2020-08-13 | |
| No filing history on record for this holder in this stock. | ||||||