Position in DRI
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$32,621,065
+$5,216,635 QoQ
Shares Held
158,347
+13.3% QoQ
Ownership
0.139%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#85
of 1,078 holders
Holding Since
Mar 2021
18 quarters on record
Voting authority
Sole 99%
Shared 0%
None 1%
Common Shares in DRI Over Time
Shares Held
Position Value (USD)
Position in Restaurants
Consumer Cyclical · as of Jun 30, 2026JONES FINANCIAL COMPANIES LLLP holds $499,194,791 across 37 Restaurants names. DRI ranks #3 (6.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MCD |
Mcdonalds Corp
|
806,975 | $218,133,411 | |
| 2 | SBUX |
Starbucks Corp
|
940,275 | $96,086,701 | |
| 3 | DRI |
Darden Restaurants Inc
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|
158,347 | $32,621,065 | |
| 4 | QSR |
Restaurant Brands International Inc.
|
395,400 | $28,670,453 | |
| 5 | CAKE |
Cheesecake Factory Inc
|
328,760 | $26,149,570 | |
| 6 | DPZ |
Dominos Pizza Inc
|
82,163 | $24,323,534 | |
| 7 | PZZA |
Papa Johns International Inc
|
521,003 | $19,157,279 | |
| 8 | CMG |
Chipotle Mexican Grill Inc
|
493,311 | $16,772,574 |
All Filings in DRI
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18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $32,621,065 | 158,347 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $27,404,430 | 139,790 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,110,007 | 6,032 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $1,258,850 | 6,613 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $1,339,643 | 6,146 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $1,056,874 | 5,087 | Shares | Sole | 2025-05-28 | |
| 2024-12-31 | $818,448 | 4,384 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $390,136 | 2,377 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $159,187 | 1,052 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $51,314 | 307 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $42,060 | 256 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $6,015 | 42 | Shares | Sole | 2023-11-14 | |
| 2022-12-31 | $1,106 | 8 | Shares | Sole | 2023-02-13 | |
| 2022-03-31 | $5,318 | 40 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $11,599 | 77 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $11,663 | 77 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $11,241 | 77 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $5,396 | 38 | Shares | Sole | 2021-04-30 | |
| No filing history on record for this holder in this stock. | ||||||