CreativeOne Wealth, LLC

Position in DRI — Darden Restaurants Inc

CIK 1739728 OVERLAND PARK, KS

Position in DRI

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$227,229

+$10,017 QoQ

Shares Held

1,103

-0.5% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#796

of 1,078 holders

Holding Since

Jun 2023

6 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Cyclical · as of Jun 30, 2026

CreativeOne Wealth, LLC holds $4,568,682 across 5 Restaurants names. DRI ranks #5 (5.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MCD	Mcdonalds Corp	9,685	$2,617,952
2	SBUX	Starbucks Corp	8,662	$885,168
3	YUM	Yum Brands Inc	3,548	$567,183
4	CMG	Chipotle Mexican Grill Inc	7,975	$271,150
5	DRI	Darden Restaurants Inc This page	1,103	$227,229

6 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$227,229	1,103	-0.5%	Shares	Sole	2026-08-13
2026-03-31	$217,212	1,108	+1.2%	Shares	Sole	2026-05-15
2025-12-31	$201,501	1,095	-23.2%	Shares	Sole	2026-02-13
2025-06-30	$310,607	1,425	+24.8%	Shares	Sole	2025-08-12
2025-03-31	$237,261	1,142	-5.1%	Shares	Sole	2025-05-14
2023-06-30	$200,997	1,203	—	Shares	Sole	2023-08-16
No filing history on record for this holder in this stock.