Position in DRI
as of Mar 31, 2026
· filed Apr 28, 2026
Position Value
$8,317,977
+$906,020 QoQ
Shares Held
42,430
+5.3% QoQ
Ownership
0.037%
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2020
17 quarters on record
Voting authority
Sole 0%
Shared 100%
None 0%
Common Shares in DRI Over Time
Shares Held
Position Value (USD)
Position in Restaurants
Consumer Cyclical · as of Mar 31, 2026STEPHENS INC /AR/ holds $119,897,624 across 11 Restaurants names. DRI ranks #3 (6.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | KRUS |
Kura Sushi USA, Inc.
|
1,107,263 | $77,275,884 | |
| 2 | MCD |
Mcdonalds Corp
|
72,438 | $22,513,006 | |
| 3 | DRI |
Darden Restaurants Inc
This page
|
42,430 | $8,317,977 | |
| 4 | SBUX |
Starbucks Corp
|
73,249 | $6,562,377 | |
| 5 | YUM |
Yum Brands Inc
|
12,560 | $1,952,828 | |
| 6 | DPZ |
Dominos Pizza Inc
|
3,373 | $1,210,198 | |
| 7 | YUMC |
Yum China Holdings, Inc.
|
10,776 | $525,653 | |
| 8 | CMG |
Chipotle Mexican Grill Inc
|
13,556 | $433,927 |
All Filings in DRI
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $8,317,977 | 42,430 | Shares | Defined | 2026-04-28 | |
| 2025-12-31 | $7,411,957 | 40,278 | Shares | Defined | 2026-02-05 | |
| 2025-09-30 | $8,019,105 | 42,126 | Shares | Defined | 2025-10-27 | |
| 2025-06-30 | $12,010,147 | 55,100 | Shares | Defined | 2025-07-29 | |
| 2025-03-31 | $12,195,719 | 58,701 | Shares | Defined | 2025-05-01 | |
| 2024-12-31 | $9,908,945 | 53,077 | Shares | Defined | 2025-01-28 | |
| 2024-09-30 | $450,700 | 2,746 | Shares | Defined | 2024-10-28 | |
| 2024-06-30 | $458,650 | 3,031 | Shares | Defined | 2024-08-06 | |
| 2024-03-31 | $516,994 | 3,093 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $415,186 | 2,527 | Shares | Defined | 2024-02-13 | |
| 2023-09-30 | $352,321 | 2,460 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $411,518 | 2,463 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $382,624 | 2,466 | Shares | Defined | 2023-05-15 | |
| 2021-12-31 | $203,213 | 1,349 | Shares | Defined | 2022-03-07 | |
| 2021-09-30 | $212,663 | 1,404 | Shares | Defined | 2021-10-27 | |
| 2021-03-31 | $226,064 | 1,592 | Shares | Defined | 2021-05-14 | |
| 2020-09-30 | $848,533 | 8,423 | Shares | Defined | 2020-11-13 | |
| No filing history on record for this holder in this stock. | ||||||