Position in DRI
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$211,160
+$10,219 QoQ
Shares Held
1,025
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#818
of 1,078 holders
Holding Since
Jun 2020
17 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, 2026CREATIVE FINANCIAL DESIGNS INC /ADV holds $1,253,682 across 13 Restaurants names. DRI ranks #2 (16.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MCD |
Mcdonalds Corp
|
3,453 | $933,380 | |
| 2 | DRI |
Darden Restaurants Inc
This page
|
1,025 | $211,160 | |
| 3 | SBUX |
Starbucks Corp
|
390 | $39,854 | |
| 4 | YUM |
Yum Brands Inc
|
126 | $20,142 | |
| 5 | QSR |
Restaurant Brands International Inc.
|
150 | $10,876 | |
| 6 | DPZ |
Dominos Pizza Inc
|
36 | $10,657 | |
| 7 | YUMC |
Yum China Holdings, Inc.
|
252 | $10,299 | |
| 8 | WEN |
Wendy's Co
|
977 | $8,099 |
All Filings in DRI
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $211,160 | 1,025 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $200,941 | 1,025 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $188,620 | 1,025 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $195,309 | 1,026 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $223,637 | 1,026 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $207 | 1 | Shares | Sole | 2025-04-23 | |
| 2022-12-31 | $1,383 | 10 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $1,263 | 10 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $5,769 | 51 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $695,328 | 5,230 | Shares | Sole | 2022-04-15 | |
| 2021-12-31 | $829,423 | 5,506 | Shares | Sole | 2022-01-26 | |
| 2021-09-30 | $955,775 | 6,310 | Shares | Sole | 2021-10-08 | |
| 2021-06-30 | $928,204 | 6,358 | Shares | Sole | 2021-07-27 | |
| 2021-03-31 | $63,616 | 448 | Shares | Sole | 2021-04-19 | |
| 2020-12-31 | $53,365 | 448 | Shares | Sole | 2021-01-08 | |
| 2020-09-30 | $75,353 | 748 | Shares | Sole | 2020-10-06 | |
| 2020-06-30 | $64,252 | 848 | Shares | Sole | 2020-07-23 | |
| No filing history on record for this holder in this stock. | ||||||