Position in DRI
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$2,278,676
+$81,460 QoQ
Shares Held
11,061
-1.3% QoQ
Ownership
0.010%
of shares outstanding
% of Portfolio
0.61%
of 13F equity value
Holder Rank
#348
of 1,079 holders
Holding Since
Mar 2020
26 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, 2026VALLEY NATIONAL ADVISERS INC holds $4,432,285 across 8 Restaurants names. DRI ranks #1 (51.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DRI |
Darden Restaurants Inc
This page
|
11,061 | $2,278,676 | |
| 2 | MCD |
Mcdonalds Corp
|
6,145 | $1,661,054 | |
| 3 | SBUX |
Starbucks Corp
|
2,251 | $230,029 | |
| 4 | YUM |
Yum Brands Inc
|
989 | $158,101 | |
| 5 | DPZ |
Dominos Pizza Inc
|
156 | $46,182 | |
| 6 | QSR |
Restaurant Brands International Inc.
|
495 | $35,892 | |
| 7 | BROS |
Dutch Bros Inc.
|
307 | $22,045 | |
| 8 | CMG |
Chipotle Mexican Grill Inc
|
9 | $306 |
All Filings in DRI
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,278,676 | 11,061 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $2,197,216 | 11,208 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $2,046,485 | 11,121 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $2,195,992 | 11,536 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $2,578,584 | 11,830 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $2,465,487 | 11,867 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $2,172,698 | 11,638 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $1,872,066 | 11,406 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $11,954 | 79 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 | $14,542 | 87 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $16,265 | 99 | Shares | Sole | 2024-01-25 | |
| 2023-09-30 | $11,887 | 83 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $7,351 | 44 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $4 | 29 | Shares | Sole | 2023-04-26 | |
| 2022-12-31 | $4,011 | 29 | Shares | Sole | 2023-01-12 | |
| 2022-09-30 | $3,663 | 29 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $3,280 | 29 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $3,855 | 29 | Shares | Sole | 2022-05-06 | |
| 2021-12-31 | $4,368 | 29 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $4,392 | 29 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $4,233 | 29 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $4,118 | 29 | Shares | Sole | 2021-05-07 | |
| 2020-12-31 | $3,454 | 29 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $2,921 | 29 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $2,197 | 29 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $1,579 | 29 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||