ELEVATION POINT WEALTH PARTNERS, LLC

Position in DRI — Darden Restaurants Inc

CIK 1744349 DENVER, CO

Position in DRI

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$1,155,922

+$491,935 QoQ

Shares Held

5,611

+65.7% QoQ

Ownership

0.005%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

#454

of 1,079 holders

Holding Since

Mar 2023

11 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Cyclical · as of Jun 30, 2026

ELEVATION POINT WEALTH PARTNERS, LLC holds $19,592,238 across 10 Restaurants names. DRI ranks #4 (5.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MCD	Mcdonalds Corp	36,036	$9,740,891
2	SBUX	Starbucks Corp	39,440	$4,030,373
3	CMG	Chipotle Mexican Grill Inc	35,506	$1,207,204
4	DRI	Darden Restaurants Inc This page	5,611	$1,155,922
5	CAKE	Cheesecake Factory Inc	13,103	$1,042,212
6	YUM	Yum Brands Inc	6,080	$971,948
7	TXRH	Texas Roadhouse, Inc.	2,876	$555,729
8	BROS	Dutch Bros Inc.	6,109	$438,687

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,155,922	5,611	+65.7%	Shares	Sole	2026-08-12
2026-03-31	$663,987	3,387	+47.0%	Shares	Sole	2026-04-27
2025-12-31	$423,982	2,304	+5.7%	Shares	Sole	2026-02-12
2025-09-30	$414,984	2,180	+1539.1%	Shares	Sole	2025-11-14
2025-06-30	$28,990	133	-97.2%	Shares	Sole	2026-02-03
2024-06-30	$707,118	4,673	-13.5%	Shares	Sole	2026-02-03
2024-03-31	$903,111	5,403	+1.9%	Shares	Sole	2026-02-03
2023-12-31	$870,790	5,300	+1.3%	Shares	Sole	2024-02-13
2023-09-30	$749,470	5,233	+2.3%	Shares	Sole	2023-10-11
2023-06-30	$854,447	5,114	+1.1%	Shares	Sole	2023-08-14
2023-03-31	$785,109	5,060	—	Shares	Sole	2023-05-11
No filing history on record for this holder in this stock.