Caliber Wealth Management, LLC / KS
Position in DRI — Darden Restaurants Inc
CIK 2067120
Overland Park, KS
Position in DRI
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$3,897,915
+$368,607 QoQ
Shares Held
18,921
+5.1% QoQ
Ownership
0.017%
of shares outstanding
% of Portfolio
1.34%
of 13F equity value
Holder Rank
#264
of 1,079 holders
Holding Since
Mar 2025
6 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, 2026Caliber Wealth Management, LLC / KS holds $6,208,445 across 3 Restaurants names. DRI ranks #1 (62.8% of the industry book) .
All Filings in DRI
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,897,915 | 18,921 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $3,529,308 | 18,003 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $3,291,565 | 17,887 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $2,926,785 | 15,375 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $3,385,510 | 15,532 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $3,645,772 | 17,548 | Shares | Sole | 2025-05-07 | |
| No filing history on record for this holder in this stock. | ||||||