Kozak & Associates, Inc.

Position in DRI — Darden Restaurants Inc

CIK 1764970 HIGHLANDS RANCH, CO

Position in DRI

as of Jun 30, 2026 · filed Jul 2, 2026 Compact

Position Value

$536,450

+$29,883 QoQ

Shares Held

2,604

+0.8% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.22%

of 13F equity value

Holder Rank

#589

of 1,079 holders

Holding Since

Dec 2020

21 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Consumer Cyclical · as of Jun 30, 2026

Kozak & Associates, Inc. holds $1,171,565 across 4 Restaurants names. DRI ranks #2 (45.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MCD	Mcdonalds Corp	2,032	$549,269
2	DRI	Darden Restaurants Inc This page	2,604	$536,450
3	CMG	Chipotle Mexican Grill Inc	1,500	$51,000
4	SBUX	Starbucks Corp	341	$34,846

21 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$536,450	2,604	+0.8%	Shares	Sole	2026-07-02
2026-03-31	$506,567	2,584	+0.7%	Shares	Sole	2026-04-14
2025-12-31	$472,011	2,565	0.0%	Shares	Sole	2026-01-12
2025-09-30	$488,273	2,565	+1.6%	Shares	Sole	2025-11-18
2025-06-30	$550,156	2,524	+0.7%	Shares	Sole	2025-07-10
2025-03-31	$520,854	2,507	+0.7%	Shares	Sole	2025-04-15
2024-12-31	$464,671	2,489	+0.9%	Shares	Sole	2025-01-06
2024-09-30	$404,908	2,467	+0.9%	Shares	Sole	2024-10-17
2024-06-30	$369,826	2,444	0.0%	Shares	Sole	2024-07-05
2024-03-31	$408,514	2,444	+1.7%	Shares	Sole	2024-05-17
2023-12-31	$394,977	2,404	+0.8%	Shares	Sole	2024-01-17
2023-09-30	$341,579	2,385	+0.7%	Shares	Sole	2023-10-17
2023-06-30	$395,645	2,368	+0.7%	Shares	Sole	2023-07-05
2023-03-31	$364,781	2,351	+0.8%	Shares	Sole	2023-04-03
2022-12-31	$322,723	2,333	+0.8%	Shares	Sole	2023-01-03
2022-09-30	$292,430	2,315	+0.9%	Shares	Sole	2022-10-12
2022-06-30	$259,610	2,295	+11.1%	Shares	Sole	2022-10-12
2022-03-31	$274,541	2,065	0.0%	Shares	Sole	2022-05-26
2021-12-31	$311,071	2,065	+0.8%	Shares	Sole	2022-03-11
2021-09-30	$310,362	2,049	+2.1%	Shares	Sole	2021-11-16
2020-12-31	$238,954	2,006	—	Shares	Sole	2021-02-22
No filing history on record for this holder in this stock.