HB Wealth Management, LLC

Position in DRI — Darden Restaurants Inc

CIK 1911253 Atlanta, GA

Position in DRI

as of Jun 30, 2026 · filed Jul 29, 2026 Compact

Position Value

$1,477,503

+$206,968 QoQ

Shares Held

7,172

+10.7% QoQ

Ownership

0.006%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#413

of 1,079 holders

Holding Since

Dec 2022

15 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Consumer Cyclical · as of Jun 30, 2026

HB Wealth Management, LLC holds $34,957,690 across 11 Restaurants names. DRI ranks #4 (4.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MCD	Mcdonalds Corp	82,678	$22,348,690
2	SBUX	Starbucks Corp	43,367	$4,431,673
3	YUM	Yum Brands Inc	14,530	$2,322,765
4	DRI	Darden Restaurants Inc This page	7,172	$1,477,503
5	CMG	Chipotle Mexican Grill Inc	40,006	$1,360,204
6	TXRH	Texas Roadhouse, Inc.	4,334	$837,458
7	DPZ	Dominos Pizza Inc	2,791	$826,247
8	QSR	Restaurant Brands International Inc.	10,930	$792,534

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,477,503	7,172	+10.7%	Shares	Sole	2026-07-29
2026-03-31	$1,270,535	6,481	+20.6%	Shares	Sole	2026-04-27
2025-12-31	$988,923	5,374	-0.2%	Shares	Sole	2026-01-28
2025-09-30	$1,024,898	5,384	+7.1%	Shares	Sole	2025-10-23
2025-06-30	$1,095,735	5,027	-0.0%	Shares	Sole	2025-07-17
2025-03-31	$1,044,825	5,029	+8.1%	Shares	Sole	2025-05-07
2024-12-31	$868,295	4,651	+13.8%	Shares	Sole	2025-01-15
2024-09-30	$670,963	4,088	+14.7%	Shares	Sole	2024-10-15
2024-06-30	$539,153	3,563	+0.1%	Shares	Sole	2024-07-26
2024-03-31	$594,886	3,559	+13.4%	Shares	Sole	2024-04-30
2023-12-31	$515,737	3,139	+0.4%	Shares	Sole	2024-01-16
2023-09-30	$447,562	3,125	+6.7%	Shares	Sole	2023-10-13
2023-06-30	$489,377	2,929	+4.1%	Shares	Sole	2023-07-13
2023-03-31	$436,620	2,814	-8.9%	Shares	Sole	2023-04-13
2022-12-31	$427,439	3,090	—	Shares	Sole	2023-01-20
No filing history on record for this holder in this stock.