Position in DRI
as of Mar 31, 2026
· filed May 6, 2026
Position Value
$309,155
-$30,729 QoQ
Shares Held
1,577
-14.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
15 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in DRI Over Time
Shares Held
Position Value (USD)
Position in Restaurants
Consumer Cyclical · as of Mar 31, 2026Clearstead Advisors, LLC holds $91,129,228 across 22 Restaurants names. DRI ranks #8 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SBUX |
Starbucks Corp
|
798,248 | $71,515,038 | |
| 2 | MCD |
Mcdonalds Corp
|
44,757 | $13,910,028 | |
| 3 | CMG |
Chipotle Mexican Grill Inc
|
63,391 | $2,029,145 | |
| 4 | YUM |
Yum Brands Inc
|
8,068 | $1,254,412 | |
| 5 | TXRH |
Texas Roadhouse, Inc.
|
5,303 | $875,737 | |
| 6 | EAT |
Brinker International, Inc
|
3,888 | $555,089 | |
| 7 | WING |
Wingstop Inc.
|
2,546 | $394,553 | |
| 8 | DRI |
Darden Restaurants Inc
This page
|
1,577 | $309,155 |
All Filings in DRI
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $309,155 | 1,577 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $339,884 | 1,847 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $322,469 | 1,694 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $350,495 | 1,608 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $22,853 | 110 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $11,574 | 62 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $15,099 | 92 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $10,138 | 67 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $15,544 | 93 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $6,900 | 42 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $2,005 | 14 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $2,339 | 14 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $3,879 | 25 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $1,936 | 14 | Shares | Sole | 2023-02-14 | |
| 2020-03-31 | $8,169 | 150 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||