Position in DRI
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$1,492,542
+$293,366 QoQ
Shares Held
7,245
+18.4% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#80
of 355 holders
Holding Since
Mar 2020
26 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, 2026BURNEY CO/ holds $20,693,787 across 8 Restaurants names. DRI ranks #5 (7.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BJRI |
BJs RESTAURANTS INC
|
126,268 | $7,668,886 | |
| 2 | MCD |
Mcdonalds Corp
|
18,364 | $4,963,972 | |
| 3 | EAT |
Brinker International, Inc
|
17,286 | $2,904,048 | |
| 4 | YUM |
Yum Brands Inc
|
14,123 | $2,257,702 | |
| 5 | DRI |
Darden Restaurants Inc
This page
|
7,245 | $1,492,542 | |
| 6 | TXRH |
Texas Roadhouse, Inc.
|
4,725 | $913,011 | |
| 7 | DPZ |
Dominos Pizza Inc
|
859 | $254,298 | |
| 8 | SBUX |
Starbucks Corp
|
2,342 | $239,328 |
All Filings in DRI
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,492,542 | 7,245 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $1,199,176 | 6,117 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $1,740,277 | 9,457 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $22,283,541 | 117,060 | Shares | Defined | 2025-10-16 | |
| 2025-06-30 | $25,078,537 | 115,055 | Shares | Defined | 2025-08-05 | |
| 2025-03-31 | $487,612 | 2,347 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $370,392 | 1,984 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $332,199 | 2,024 | Shares | Sole | 2024-10-18 | |
| 2024-06-30 | $351,667 | 2,324 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $388,456 | 2,324 | Shares | Sole | 2024-05-22 | |
| 2023-12-31 | $388,569 | 2,365 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $362,346 | 2,530 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $425,218 | 2,545 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $425,914 | 2,745 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $379,715 | 2,745 | Shares | Sole | 2023-02-06 | |
| 2022-09-30 | $350,538 | 2,775 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $310,514 | 2,745 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $364,947 | 2,745 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $418,026 | 2,775 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $420,329 | 2,775 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $405,122 | 2,775 | Shares | Sole | 2021-08-06 | |
| 2021-03-31 | $390,500 | 2,750 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $327,580 | 2,750 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $419,078 | 4,160 | Shares | Sole | 2020-12-14 | |
| 2020-06-30 | $512,962 | 6,770 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $379,313 | 6,965 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||