Position in DRI
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$826,511
-$1,271,508 QoQ
Shares Held
4,012
-62.5% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#506
of 1,078 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 68%
Shared 0%
None 32%
Common Shares in DRI Over Time
Shares Held
Position Value (USD)
Position in Restaurants
Consumer Cyclical · as of Jun 30, 2026HM PAYSON & CO holds $50,768,932 across 11 Restaurants names. DRI ranks #2 (1.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MCD |
Mcdonalds Corp
|
179,770 | $48,593,628 | |
| 2 | DRI |
Darden Restaurants Inc
This page
|
4,012 | $826,511 | |
| 3 | SBUX |
Starbucks Corp
|
6,800 | $694,891 | |
| 4 | YUM |
Yum Brands Inc
|
1,818 | $290,624 | |
| 5 | WING |
Wingstop Inc.
|
700 | $121,387 | |
| 6 | CMG |
Chipotle Mexican Grill Inc
|
3,177 | $108,018 | |
| 7 | TXRH |
Texas Roadhouse, Inc.
|
300 | $57,969 | |
| 8 | QSR |
Restaurant Brands International Inc.
|
618 | $44,811 |
All Filings in DRI
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $826,511 | 4,012 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $2,098,019 | 10,702 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $1,992,384 | 10,827 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $2,061,026 | 10,827 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $2,359,960 | 10,827 | Shares | Sole | 2025-10-17 | |
| 2025-03-31 | $2,249,417 | 10,827 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $2,021,292 | 10,827 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $1,756,683 | 10,703 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $1,547,700 | 10,228 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $1,709,609 | 10,228 | Shares | Sole | 2024-06-20 | |
| 2023-12-31 | $1,680,459 | 10,228 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $1,509,395 | 10,539 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $1,720,422 | 10,297 | Shares | Sole | 2023-07-17 | |
| 2023-03-31 | $1,569,288 | 10,114 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $1,347,195 | 9,739 | Shares | Sole | 2023-02-06 | |
| 2022-09-30 | $1,302,864 | 10,314 | Shares | Sole | 2022-10-25 | |
| 2022-06-30 | $1,166,719 | 10,314 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $1,371,246 | 10,314 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $1,563,040 | 10,376 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $1,878,833 | 12,404 | Shares | Sole | 2021-11-30 | |
| 2021-06-30 | $1,810,859 | 12,404 | Shares | Sole | 2021-08-17 | |
| 2021-03-31 | $1,761,368 | 12,404 | Shares | Sole | 2021-06-15 | |
| 2020-12-31 | $1,477,564 | 12,404 | Shares | Sole | 2021-03-10 | |
| 2020-09-30 | $1,245,045 | 12,359 | Shares | Sole | 2020-12-21 | |
| 2020-06-30 | $936,441 | 12,359 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $681,784 | 12,519 | Shares | Sole | 2020-07-01 | |
| No filing history on record for this holder in this stock. | ||||||