SAX WEALTH ADVISORS, LLC

Position in DRI — Darden Restaurants Inc

CIK 1846150 PARSIPPANY, NJ

Position in DRI

as of Jun 30, 2026 · filed Jul 9, 2026 Compact

Position Value

$257,306

New position

Shares Held

1,249

first reported quarter

Ownership

0.001%

of shares outstanding

% of Portfolio

0.07%

of 13F equity value

Holder Rank

#764

of 1,079 holders

Holding Since

Jun 2026

1 quarter on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Cyclical · as of Jun 30, 2026

SAX WEALTH ADVISORS, LLC holds $5,691,708 across 4 Restaurants names. DRI ranks #4 (4.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MCD	Mcdonalds Corp	16,849	$4,554,453
2	SBUX	Starbucks Corp	5,914	$604,351
3	YUM	Yum Brands Inc	1,724	$275,598
4	DRI	Darden Restaurants Inc This page	1,249	$257,306

1 filing row on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$257,306	1,249	—	Shares	Sole	2026-07-09
No filing history on record for this holder in this stock.