Mowery & Schoenfeld Wealth Management, LLC
Position in DRI — Darden Restaurants Inc
CIK 2019946
LINCOLNSHIRE, IL
Position in DRI
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$3,296
+$160 QoQ
Shares Held
16
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,025
of 1,079 holders
Holding Since
Dec 2024
7 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, 2026Mowery & Schoenfeld Wealth Management, LLC holds $183,344 across 4 Restaurants names. DRI ranks #4 (1.8% of the industry book) .
All Filings in DRI
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,296 | 16 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $3,136 | 16 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $2,944 | 16 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $3,045 | 16 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $3,487 | 16 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $3,324 | 16 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $3,360 | 18 | Shares | Sole | 2025-02-10 | |
| No filing history on record for this holder in this stock. | ||||||