Wealth Preservation Advisors, LLC
Position in DRI — Darden Restaurants Inc
CIK 1968434
CHATTANOOGA, TN
Position in DRI
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$33,522
-$46,158 QoQ
Shares Held
171
-60.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2025
5 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in DRI Over Time
Shares Held
Position Value (USD)
Position in Restaurants
Consumer Cyclical · as of Jun 30, 2026Wealth Preservation Advisors, LLC holds $351,673 across 1 Restaurants name.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MCD |
Mcdonalds Corp
|
1,301 | $351,673 |
All Filings in DRI
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $33,522 | 171 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $79,680 | 433 | Shares | Sole | 2026-02-23 | |
| 2025-09-30 | $82,425 | 433 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $94,380 | 433 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $89,959 | 433 | Shares | Sole | 2025-05-14 | |
| No filing history on record for this holder in this stock. | ||||||