Phoenix Wealth Advisors

Position in DRI — Darden Restaurants Inc

CIK 1842362 CHAPEL HILL, NC

Position in DRI

as of Jun 30, 2026 · filed Aug 3, 2026 Compact

Position Value

$2,352,634

+$58,770 QoQ

Shares Held

11,420

-2.4% QoQ

Ownership

0.010%

of shares outstanding

% of Portfolio

1.71%

of 13F equity value

Holder Rank

#340

of 1,079 holders

Holding Since

Sep 2021

19 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Cyclical · as of Jun 30, 2026

Phoenix Wealth Advisors holds $2,665,382 across 2 Restaurants names. DRI ranks #1 (88.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	DRI	Darden Restaurants Inc This page	11,420	$2,352,634
2	MCD	Mcdonalds Corp	1,157	$312,748

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,352,634	11,420	-2.4%	Shares	Sole	2026-08-03
2026-03-31	$2,293,864	11,701	-8.4%	Shares	Sole	2026-04-22
2025-12-31	$2,351,591	12,779	-0.8%	Shares	Sole	2026-01-22
2025-09-30	$2,452,217	12,882	-3.0%	Shares	Sole	2025-10-28
2025-06-30	$2,893,551	13,275	-7.2%	Shares	Sole	2025-08-08
2025-03-31	$2,971,591	14,303	-2.0%	Shares	Sole	2025-05-14
2024-12-31	$2,723,993	14,591	-3.8%	Shares	Sole	2025-01-17
2024-09-30	$2,489,359	15,167	+1.9%	Shares	Sole	2024-11-08
2024-06-30	$2,251,944	14,882	+0.8%	Shares	Sole	2024-07-17
2024-03-31	$2,466,799	14,758	+3.1%	Shares	Sole	2024-04-26
2023-12-31	$2,352,611	14,319	+0.0%	Shares	Sole	2024-01-30
2023-09-30	$2,049,907	14,313	+3.7%	Shares	Sole	2023-11-06
2023-06-30	$2,307,040	13,808	-33.4%	Shares	Sole	2023-07-13
2023-03-31	$3,218,949	20,746	-7.9%	Shares	Sole	2023-05-05
2022-12-31	$3,114,361	22,514	+3.2%	Shares	Sole	2023-02-06
2022-09-30	$2,756,555	21,822	+7.0%	Shares	Sole	2022-11-07
2022-03-31	$2,712,578	20,403	+4.0%	Shares	Sole	2022-05-02
2021-12-31	$2,956,008	19,623	+0.6%	Shares	Sole	2022-02-11
2021-09-30	$2,954,422	19,505	—	Shares	Sole	2021-11-15
No filing history on record for this holder in this stock.