SAGE PRIVATE WEALTH GROUP, LLC

Position in DRI — Darden Restaurants Inc

CIK 1845635 OAKBROOK TERRACE, IL

Position in DRI

as of Jun 30, 2026 · filed Aug 6, 2026 Compact

Position Value

$450,955

+$29,862 QoQ

Shares Held

2,189

+1.9% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.30%

of 13F equity value

Holder Rank

#634

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

SAGE PRIVATE WEALTH GROUP, LLC holds $1,329,929 across 3 Restaurants names. DRI ranks #2 (33.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CMG	Chipotle Mexican Grill Inc	16,288	$553,792
2	DRI	Darden Restaurants Inc This page	2,189	$450,955
3	MCD	Mcdonalds Corp	1,203	$325,182

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$450,955	2,189	+1.9%	Shares	Sole	2026-08-06
2026-03-31	$421,093	2,148	+1.9%	Shares	Sole	2026-05-01
2025-12-31	$387,730	2,107	+1.8%	Shares	Sole	2026-01-28
2025-09-30	$394,045	2,070	+16.2%	Shares	Sole	2025-10-27
2025-06-30	$388,204	1,781	-12.7%	Shares	Sole	2025-07-29
2025-03-31	$423,622	2,039	-5.5%	Shares	Sole	2025-05-02
2024-12-31	$402,877	2,158	+2.0%	Shares	Sole	2025-01-29
2024-09-30	$347,134	2,115	-14.0%	Shares	Sole	2025-01-29
2024-06-30	$371,944	2,458	+39.8%	Shares	Sole	2025-01-29
2024-03-31	$293,849	1,758	+30.6%	Shares	Sole	2025-01-29
2023-12-31	$221,147	1,346	-11.9%	Shares	Sole	2025-01-29
2023-09-30	$218,840	1,528	+0.7%	Shares	Sole	2025-01-29
2023-06-30	$253,627	1,518	+0.1%	Shares	Sole	2025-01-29
2023-03-31	$235,222	1,516	+7.5%	Shares	Sole	2025-01-29
2022-09-30	$178,111	1,410	+49.5%	Shares	Sole	2022-11-08
2022-06-30	$106,672	943	+47.3%	Shares	Sole	2022-08-01
2022-03-31	$85,088	640	+70.2%	Shares	Sole	2022-05-13
2021-12-31	$56,640	376	+31.9%	Shares	Sole	2022-01-24
2021-09-30	$43,168	285	—	Shares	Sole	2021-11-02
No filing history on record for this holder in this stock.