Tulsa Wealth Advisors, INC

Position in DRI — Darden Restaurants Inc

CIK 2114442 TULSA, OK

Position in DRI

as of Jun 30, 2026 · filed Aug 6, 2026 Compact

Position Value

$5,073,408

+$378,447 QoQ

Shares Held

24,627

+2.8% QoQ

Ownership

0.022%

of shares outstanding

% of Portfolio

1.89%

of 13F equity value

Holder Rank

#231

of 1,078 holders

Holding Since

Dec 2025

3 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Cyclical · as of Jun 30, 2026

Tulsa Wealth Advisors, INC holds $5,775,219 across 3 Restaurants names. DRI ranks #1 (87.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	DRI	Darden Restaurants Inc This page	24,627	$5,073,408
2	CMG	Chipotle Mexican Grill Inc	12,246	$416,364
3	MCD	Mcdonalds Corp	1,056	$285,447

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$5,073,408	24,627	+2.8%	Shares	Sole	2026-08-06
2026-03-31	$4,694,961	23,949	-19.8%	Shares	Sole	2026-05-11
2025-12-31	$5,498,333	29,879	—	Shares	Sole	2026-03-03
No filing history on record for this holder in this stock.