Position in DRI
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$25,170,712
+$6,316,175 QoQ
Shares Held
122,182
+27.0% QoQ
Ownership
0.107%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#95
of 1,079 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 93%
Shared 0%
None 7%
Common Shares in DRI Over Time
Shares Held
Position Value (USD)
Position in Restaurants
Consumer Cyclical · as of Jun 30, 2026STIFEL FINANCIAL CORP holds $839,911,594 across 24 Restaurants names. DRI ranks #5 (3.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MCD |
Mcdonalds Corp
|
1,187,567 | $321,011,232 | |
| 2 | YUM |
Yum Brands Inc
|
1,825,459 | $291,817,873 | |
| 3 | SBUX |
Starbucks Corp
|
922,624 | $94,282,945 | |
| 4 | CMG |
Chipotle Mexican Grill Inc
|
1,218,069 | $41,414,346 | |
| 5 | DRI |
Darden Restaurants Inc
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|
122,182 | $25,170,712 | |
| 6 | DPZ |
Dominos Pizza Inc
|
37,845 | $11,203,633 | |
| 7 | BROS |
Dutch Bros Inc.
|
151,108 | $10,851,064 | |
| 8 | QSR |
Restaurant Brands International Inc.
|
102,254 | $7,414,435 |
All Filings in DRI
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $25,170,712 | 122,182 | Shares | Defined | 2026-08-12 | |
| 2026-03-31 | $18,854,537 | 96,177 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 | $15,657,709 | 85,087 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $15,351,201 | 80,643 | Shares | Defined | 2025-11-12 | |
| 2025-06-30 | $16,587,516 | 76,100 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $15,251,868 | 73,411 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $14,859,589 | 79,595 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $13,502,973 | 82,270 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $12,644,297 | 83,560 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $15,915,854 | 95,219 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $14,487,316 | 88,176 | Shares | Defined | 2024-02-12 | |
| 2023-09-30 | $12,459,853 | 86,998 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $16,588,035 | 99,282 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $12,339,718 | 79,529 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $10,095,046 | 72,978 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $8,560,326 | 67,767 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $7,438,996 | 65,762 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $7,457,829 | 56,095 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $8,515,979 | 56,532 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $8,304,493 | 54,826 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $6,366,768 | 43,611 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $5,721,180 | 40,290 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $5,023,409 | 42,171 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $6,329,694 | 62,832 | Shares | Defined | 2020-11-16 | |
| 2020-06-30 | $3,550,050 | 46,853 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $2,280,511 | 41,875 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||