ELEVATION WEALTH PARTNERS, LLC
Position in DRI — Darden Restaurants Inc
CIK 1976256
WALNUT CREEK, CA
Position in DRI
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$78,695
+$30,862 QoQ
Shares Held
382
+56.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#878
of 1,078 holders
Holding Since
Mar 2024
10 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, 2026ELEVATION WEALTH PARTNERS, LLC holds $767,100 across 10 Restaurants names. DRI ranks #3 (10.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MCD |
Mcdonalds Corp
|
1,936 | $523,320 | |
| 2 | SBUX |
Starbucks Corp
|
890 | $90,949 | |
| 3 | DRI |
Darden Restaurants Inc
This page
|
382 | $78,695 | |
| 4 | YUM |
Yum Brands Inc
|
227 | $36,288 | |
| 5 | WEN |
Wendy's Co
|
1,794 | $14,872 | |
| 6 | WING |
Wingstop Inc.
|
55 | $9,537 | |
| 7 | TXRH |
Texas Roadhouse, Inc.
|
24 | $4,637 | |
| 8 | CMG |
Chipotle Mexican Grill Inc
|
120 | $4,080 |
All Filings in DRI
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $78,695 | 382 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $47,833 | 244 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $44,532 | 242 | Shares | Sole | 2026-01-09 | |
| 2025-09-30 | $47,018 | 247 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $51,876 | 238 | Shares | Sole | 2025-07-08 | |
| 2025-03-31 | $49,239 | 237 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $43,872 | 235 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $38,242 | 233 | Shares | Sole | 2024-10-04 | |
| 2024-06-30 | $35,257 | 233 | Shares | Sole | 2024-07-09 | |
| 2024-03-31 | $38,945 | 233 | Shares | Sole | 2024-04-19 | |
| No filing history on record for this holder in this stock. | ||||||