BEACON INVESTMENT ADVISORY SERVICES, INC.

Position in DRI — Darden Restaurants Inc

CIK 1654599 MORRISTOWN, NJ

Position in DRI

as of Jun 30, 2026 · filed Jul 8, 2026 Compact

Position Value

$8,381,104

-$26,267 QoQ

Shares Held

40,683

-5.1% QoQ

Ownership

0.036%

of shares outstanding

% of Portfolio

0.47%

of 13F equity value

Holder Rank

#179

of 1,078 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 73% Shared 0% None 27%

Consumer Cyclical · as of Jun 30, 2026

BEACON INVESTMENT ADVISORY SERVICES, INC. holds $14,336,376 across 6 Restaurants names. DRI ranks #1 (58.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	DRI	Darden Restaurants Inc This page	40,683	$8,381,104
2	SBUX	Starbucks Corp	52,213	$5,335,646
3	MCD	Mcdonalds Corp	2,127	$574,949
4	QSR	Restaurant Brands International Inc.	568	$41,185
5	YUMC	Yum China Holdings, Inc.	80	$3,269
6	WEN	Wendy's Co	27	$223

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$8,381,104	40,683	-5.1%	Shares	Sole	2026-07-08
2026-03-31	$8,407,371	42,886	-1.1%	Shares	Sole	2026-04-14
2025-12-31	$7,980,395	43,367	-19.1%	Shares	Sole	2026-01-16
2025-09-30	$10,210,339	53,637	+3.8%	Shares	Sole	2025-10-16
2025-06-30	$11,263,381	51,674	+6.1%	Shares	Sole	2025-07-15
2025-03-31	$10,117,080	48,696	+9.8%	Shares	Sole	2025-05-06
2024-12-31	$8,279,701	44,350	+5.8%	Shares	Sole	2025-01-17
2024-09-30	$6,880,001	41,918	-0.2%	Shares	Sole	2024-11-14
2024-06-30	$6,355,742	42,002	-1.1%	Shares	Sole	2024-08-14
2024-03-31	$7,095,684	42,451	+2.5%	Shares	Sole	2024-05-09
2023-12-31	$6,802,512	41,403	-0.1%	Shares	Sole	2024-02-12
2023-09-30	$5,935,609	41,444	-1.2%	Shares	Sole	2023-10-31
2023-06-30	$7,007,502	41,941	-0.3%	Shares	Sole	2023-07-21
2023-03-31	$6,527,736	42,071	+1.1%	Shares	Sole	2023-05-04
2022-12-31	$5,753,698	41,594	+0.3%	Shares	Sole	2023-01-13
2022-09-30	$5,236,469	41,454	-1.1%	Shares	Sole	2022-10-20
2022-06-30	$4,740,293	41,905	+1.2%	Shares	Sole	2022-07-21
2022-03-31	$5,504,395	41,402	+4.3%	Shares	Sole	2022-05-12
2021-12-31	$5,981,914	39,710	-1.5%	Shares	Sole	2022-02-04
2021-09-30	$6,109,088	40,332	+2.5%	Shares	Sole	2021-11-09
2021-06-30	$5,743,100	39,339	+2.8%	Shares	Sole	2021-08-02
2021-03-31	$5,432,778	38,259	+1.5%	Shares	Sole	2021-05-21
2020-12-31	$4,489,751	37,691	-0.1%	Shares	Sole	2021-02-08
2020-09-30	$3,801,323	37,734	-2.9%	Shares	Sole	2020-10-29
2020-06-30	$2,945,407	38,873	-11.9%	Shares	Sole	2020-07-28
2020-03-31	$2,402,339	44,112	—	Shares	Sole	2020-05-05
No filing history on record for this holder in this stock.