JEPPSON WEALTH MANAGEMENT, LLC
Position in DRI — Darden Restaurants Inc
CIK 1831263
MANHATTAN BEACH, CA
Position in DRI
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$564,467
+$23,985 QoQ
Shares Held
2,740
-0.6% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.19%
of 13F equity value
Holder Rank
#577
of 1,078 holders
Holding Since
Sep 2022
16 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in DRI Over Time
Shares Held
Position Value (USD)
Position in Restaurants
Consumer Cyclical · as of Jun 30, 2026JEPPSON WEALTH MANAGEMENT, LLC holds $3,139,924 across 5 Restaurants names. DRI ranks #4 (18.0% of the industry book) .
All Filings in DRI
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16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $564,467 | 2,740 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $540,482 | 2,757 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $507,343 | 2,757 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $538,718 | 2,830 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $664,808 | 3,050 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $631,382 | 3,039 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $567,537 | 3,040 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $508,803 | 3,100 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $485,737 | 3,210 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $548,252 | 3,280 | Shares | Sole | 2024-04-17 | |
| 2023-12-31 | $540,054 | 3,287 | Shares | Sole | 2024-01-11 | |
| 2023-09-30 | $471,766 | 3,294 | Shares | Sole | 2023-10-25 | |
| 2023-06-30 | $555,541 | 3,325 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $526,147 | 3,391 | Shares | Sole | 2023-04-28 | |
| 2022-12-31 | $455,520 | 3,293 | Shares | Sole | 2023-01-27 | |
| 2022-09-30 | $285,609 | 2,261 | Shares | Sole | 2022-10-20 | |
| No filing history on record for this holder in this stock. | ||||||