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Carolina Wealth Advisors, LLC

Position in DRI — Darden Restaurants Inc

CIK 1786411 MYRTLE BEACH, SC

Position in DRI

as of Jun 30, 2026 · filed Jul 9, 2026
Position Value
$2,208,633
+$82,384 QoQ
Shares Held
10,721
-1.2% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
1.39%
of 13F equity value
Holder Rank
#352
of 1,078 holders
Holding Since
Jun 2025
5 quarters on record
Voting authority Sole 0% Shared 0% None 100%

Common Shares in DRI Over Time

Shares Held

Position Value (USD)

Position in Restaurants

Consumer Cyclical · as of Jun 30, 2026

Carolina Wealth Advisors, LLC holds $4,239,959 across 3 Restaurants names. DRI ranks #1 (52.1% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 DRI
Darden Restaurants Inc
This page
10,721 $2,208,633

All Filings in DRI

Export CSV
5 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $2,208,633 10,721
2026-03-31 $2,126,249 10,846
2025-12-31 $45,820 249
2025-09-30 $46,828 246
2025-06-30 $1,307 6