PENSION & WEALTH MANAGEMENT ADVISORS, INC.
PensionPosition in DRI — Darden Restaurants Inc
CIK 2145782
WALTHAM, MA
Position in DRI
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$129,786
+$6,281 QoQ
Shares Held
630
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#855
of 1,079 holders
Holding Since
Dec 2022
15 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, 2026PENSION & WEALTH MANAGEMENT ADVISORS, INC. holds $387,902 across 4 Restaurants names. DRI ranks #2 (33.5% of the industry book) .
All Filings in DRI
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $129,786 | 630 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $123,505 | 630 | Shares | Sole | 2026-08-07 | |
| 2025-12-31 | $115,932 | 630 | Shares | Sole | 2026-08-07 | |
| 2025-09-30 | $123,924 | 651 | Shares | Sole | 2026-08-07 | |
| 2025-06-30 | $141,680 | 650 | Shares | Sole | 2026-08-07 | |
| 2025-03-31 | $135,044 | 650 | Shares | Sole | 2026-08-07 | |
| 2024-12-31 | $121,348 | 650 | Shares | Sole | 2026-08-07 | |
| 2024-09-30 | $106,684 | 650 | Shares | Sole | 2026-08-07 | |
| 2024-06-30 | $95,331 | 630 | Shares | Sole | 2026-08-07 | |
| 2024-03-31 | $106,976 | 640 | Shares | Sole | 2026-08-07 | |
| 2023-12-31 | $105,152 | 640 | Shares | Sole | 2026-08-07 | |
| 2023-09-30 | $91,660 | 640 | Shares | Sole | 2026-08-07 | |
| 2023-06-30 | $106,998 | 6,476 | Shares | Sole | 2026-08-07 | |
| 2023-03-31 | $97,750 | 630 | Shares | Sole | 2026-08-07 | |
| 2022-12-31 | $87,147 | 630 | Shares | Sole | 2026-08-07 | |
| No filing history on record for this holder in this stock. | ||||||