Forvis Mazars Wealth Advisors, LLC

Position in DRI — Darden Restaurants Inc

CIK 1352864 Springfield, MO

Position in DRI

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$3,735,785

+$427,218 QoQ

Shares Held

18,134

+7.4% QoQ

Ownership

0.016%

of shares outstanding

% of Portfolio

0.24%

of 13F equity value

Holder Rank

#270

of 1,078 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Cyclical · as of Jun 30, 2026

Forvis Mazars Wealth Advisors, LLC holds $8,583,479 across 5 Restaurants names. DRI ranks #1 (43.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	DRI	Darden Restaurants Inc This page	18,134	$3,735,785
2	MCD	Mcdonalds Corp	8,093	$2,187,618
3	YUM	Yum Brands Inc	7,479	$1,195,592
4	SBUX	Starbucks Corp	11,617	$1,187,141
5	YUMC	Yum China Holdings, Inc.	6,786	$277,343

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,735,785	18,134	+7.4%	Shares	Sole	2026-08-10
2026-03-31	$3,308,567	16,877	-0.1%	Shares	Sole	2026-05-01
2025-12-31	$3,108,097	16,890	-4.3%	Shares	Sole	2026-02-10
2025-09-30	$3,359,092	17,646	-5.2%	Shares	Sole	2025-10-30
2025-06-30	$4,057,947	18,617	-4.8%	Shares	Sole	2025-07-29
2025-03-31	$4,063,785	19,560	+5.5%	Shares	Sole	2025-05-13
2024-12-31	$3,461,232	18,540	+5.9%	Shares	Sole	2025-02-04
2024-09-30	$2,874,244	17,512	+0.9%	Shares	Sole	2024-11-14
2024-06-30	$2,625,250	17,349	+14.8%	Shares	Sole	2024-08-09
2024-03-31	$2,525,803	15,111	+0.6%	Shares	Sole	2024-04-19
2023-12-31	$2,466,964	15,015	-2.9%	Shares	Sole	2024-01-11
2023-09-30	$2,214,324	15,461	-38.9%	Shares	Sole	2023-10-26
2023-06-30	$4,225,119	25,288	+62.6%	Shares	Sole	2023-08-08
2023-03-31	$2,413,668	15,556	-4.3%	Shares	Sole	2023-04-27
2022-12-31	$2,248,139	16,252	+1.5%	Shares	Sole	2023-02-03
2022-09-30	$2,022,509	16,011	+25.9%	Shares	Sole	2022-10-14
2022-06-30	$1,438,773	12,719	-6.3%	Shares	Sole	2022-07-22
2022-03-31	$1,803,732	13,567	+10.7%	Shares	Sole	2022-05-10
2021-12-31	$1,846,846	12,260	+6.5%	Shares	Sole	2022-01-14
2021-09-30	$1,743,571	11,511	+7.1%	Shares	Sole	2021-10-14
2021-06-30	$1,569,684	10,752	+27.3%	Shares	Sole	2021-07-14
2021-03-31	$1,199,616	8,448	-1.3%	Shares	Sole	2021-04-23
2020-12-31	$1,020,024	8,563	+25.7%	Shares	Sole	2021-01-22
2020-09-30	$686,240	6,812	-7.0%	Shares	Sole	2020-11-05
2020-06-30	$555,015	7,325	+50.3%	Shares	Sole	2020-07-15
2020-03-31	$265,383	4,873	—	Shares	Sole	2020-04-10
No filing history on record for this holder in this stock.