Modern Wealth Management, LLC

Position in DRI — Darden Restaurants Inc

CIK 2001900 KANSAS CITY, MO

Position in DRI

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$293,357

New position

Shares Held

1,424

first reported quarter

Ownership

0.001%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#734

of 1,078 holders

Holding Since

Jun 2026

1 quarter on record

Voting authority Sole 4% Shared 0% None 96%

Consumer Cyclical · as of Jun 30, 2026

Modern Wealth Management, LLC holds $7,202,669 across 5 Restaurants names. DRI ranks #3 (4.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MCD	Mcdonalds Corp	17,139	$4,632,840
2	SBUX	Starbucks Corp	16,819	$1,718,732
3	DRI	Darden Restaurants Inc This page	1,424	$293,357
4	CAVA	Cava Group, Inc.	3,644	$285,980
5	YUM	Yum Brands Inc	1,700	$271,760

1 filing row on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$293,357	1,424	—	Shares	Other	2026-08-14
No filing history on record for this holder in this stock.