Position in DRI
as of Jun 30, 2026
· filed Aug 19, 2026
Position Value
$6,151,870
+$1,729,404 QoQ
Shares Held
29,862
+32.4% QoQ
Ownership
0.026%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#211
of 1,079 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 10%
Shared 0%
None 90%
Common Shares in DRI Over Time
Shares Held
Position Value (USD)
Position in Restaurants
Consumer Cyclical · as of Jun 30, 2026MERCER GLOBAL ADVISORS INC /ADV holds $121,534,031 across 25 Restaurants names. DRI ranks #6 (5.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MCD |
Mcdonalds Corp
|
183,849 | $49,696,223 | |
| 2 | SBUX |
Starbucks Corp
|
231,872 | $23,694,999 | |
| 3 | YUM |
Yum Brands Inc
|
64,223 | $10,266,688 | |
| 4 | TXRH |
Texas Roadhouse, Inc.
|
47,773 | $9,231,176 | |
| 5 | CMG |
Chipotle Mexican Grill Inc
|
186,901 | $6,354,634 | |
| 6 | DRI |
Darden Restaurants Inc
This page
|
29,862 | $6,151,870 | |
| 7 | DPZ |
Dominos Pizza Inc
|
17,137 | $5,073,237 | |
| 8 | EAT |
Brinker International, Inc
|
13,469 | $2,262,792 |
All Filings in DRI
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,151,870 | 29,862 | Shares | Sole | 2026-08-19 | |
| 2026-03-31 | $4,422,466 | 22,559 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $4,341,031 | 23,590 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $4,537,801 | 23,838 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $5,379,935 | 24,682 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $5,062,280 | 24,366 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $4,825,189 | 25,846 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $3,968,663 | 24,180 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $5,076,029 | 33,545 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $7,020,801 | 42,003 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $9,906,961 | 60,298 | Shares | Sole | 2024-02-15 | |
| 2023-09-30 | $8,755,038 | 61,130 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $11,447,820 | 68,517 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $7,665,059 | 49,401 | Shares | Sole | 2023-05-16 | |
| 2022-12-31 | $5,259,998 | 38,025 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $1,861,704 | 14,738 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $1,478,025 | 13,066 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $2,126,801 | 15,997 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $1,269,292 | 8,426 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $1,143,295 | 7,548 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $792,433 | 5,428 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $629,770 | 4,435 | Shares | Sole | 2021-08-10 | |
| 2020-12-31 | $486,366 | 4,083 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $419,682 | 4,166 | Shares | Sole | 2020-12-10 | |
| 2020-06-30 | $234,356 | 3,093 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $411,663 | 7,559 | Shares | Sole | 2020-05-18 | |
| No filing history on record for this holder in this stock. | ||||||