Phillips Wealth Planners LLC

Position in DRI — Darden Restaurants Inc

CIK 1962628 STARKVILLE, MS

Position in DRI

as of Jun 30, 2026 · filed Aug 7, 2026 Compact

Position Value

$351,041

+$14,441 QoQ

Shares Held

1,704

-0.8% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.32%

of 13F equity value

Holder Rank

#684

of 1,078 holders

Holding Since

Jun 2025

5 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Cyclical · as of Jun 30, 2026

Phillips Wealth Planners LLC holds $2,970,766 across 5 Restaurants names. DRI ranks #3 (11.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MCD	Mcdonalds Corp	4,578	$1,237,479
2	SBUX	Starbucks Corp	8,345	$852,775
3	DRI	Darden Restaurants Inc This page	1,704	$351,041
4	QSR	Restaurant Brands International Inc.	4,423	$320,711
5	CMG	Chipotle Mexican Grill Inc	6,140	$208,760

5 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$351,041	1,704	-0.8%	Shares	Sole	2026-08-07
2026-03-31	$336,600	1,717	+58.4%	Shares	Sole	2026-05-14
2025-12-31	$199,477	1,084	-18.6%	Shares	Defined	2026-02-10
2025-09-30	$253,369	1,331	+34.9%	Shares	Defined	2025-11-07
2025-06-30	$215,136	987	—	Shares	Defined	2025-07-11
No filing history on record for this holder in this stock.