Perigon Wealth Management, LLC
Position in DRI — Darden Restaurants Inc
CIK 1575239
SAN FRANCISCO, CA
Position in DRI
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$335,384
+$42,697 QoQ
Shares Held
1,628
+9.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#695
of 1,078 holders
Holding Since
Dec 2020
9 quarters on record
Voting authority
Sole 5%
Shared 0%
None 95%
Common Shares in DRI Over Time
Shares Held
Position Value (USD)
Position in Restaurants
Consumer Cyclical · as of Jun 30, 2026Perigon Wealth Management, LLC holds $23,178,704 across 10 Restaurants names. DRI ranks #5 (1.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MCD |
Mcdonalds Corp
|
63,589 | $17,188,742 | |
| 2 | SBUX |
Starbucks Corp
|
27,510 | $2,811,246 | |
| 3 | YUM |
Yum Brands Inc
|
9,241 | $1,477,266 | |
| 4 | CMG |
Chipotle Mexican Grill Inc
|
12,171 | $413,814 | |
| 5 | DRI |
Darden Restaurants Inc
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|
1,628 | $335,384 | |
| 6 | YUMC |
Yum China Holdings, Inc.
|
7,329 | $299,536 | |
| 7 | CAVA |
Cava Group, Inc.
|
2,874 | $225,551 | |
| 8 | WING |
Wingstop Inc.
|
1,230 | $213,294 |
All Filings in DRI
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $335,384 | 1,628 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $292,687 | 1,493 | Shares | Sole | 2026-04-10 | |
| 2025-12-31 | $306,761 | 1,667 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $321,327 | 1,688 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $294,695 | 1,352 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $271,334 | 1,306 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $228,135 | 1,222 | Shares | Sole | 2025-01-22 | |
| 2024-03-31 | $236,182 | 1,413 | Shares | Sole | 2024-04-29 | |
| 2020-12-31 | $31,685 | 266 | Shares | Sole | 2021-01-28 | |
| No filing history on record for this holder in this stock. | ||||||