VALLEY WEALTH MANAGERS, INC.

Position in DRI — Darden Restaurants Inc

CIK 924166 PARAMUS, NJ

Position in DRI

as of Jun 30, 2026 · filed Aug 4, 2026 Compact

Position Value

$21,668,131

+$1,511,299 QoQ

Shares Held

105,180

+2.3% QoQ

Ownership

0.092%

of shares outstanding

% of Portfolio

1.53%

of 13F equity value

Holder Rank

#100

of 1,078 holders

Holding Since

Jun 2021

21 quarters on record

Voting authority Sole 89% Shared 0% None 11%

Consumer Cyclical · as of Jun 30, 2026

VALLEY WEALTH MANAGERS, INC. holds $30,667,460 across 4 Restaurants names. DRI ranks #1 (70.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	DRI	Darden Restaurants Inc This page	105,180	$21,668,131
2	SBUX	Starbucks Corp	51,296	$5,241,937
3	MCD	Mcdonalds Corp	13,853	$3,744,604
4	YUM	Yum Brands Inc	80	$12,788

21 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$21,668,131	105,180	+2.3%	Shares	Sole	2026-08-04
2026-03-31	$20,156,832	102,820	+1.0%	Shares	Sole	2026-05-06
2025-12-31	$18,735,442	101,812	+4.8%	Shares	Sole	2026-02-04
2025-09-30	$18,494,234	97,154	+1.0%	Shares	Defined	2025-11-03
2025-06-30	$20,966,314	96,189	-7.0%	Shares	Defined	2025-08-06
2025-03-31	$21,495,678	103,464	-4.8%	Shares	Defined	2025-05-07
2024-12-31	$20,281,254	108,636	+0.6%	Shares	Defined	2025-01-31
2024-09-30	$17,721,279	107,971	+4.0%	Shares	Sole	2024-11-06
2024-06-30	$15,717,002	103,866	-1.4%	Shares	Defined	2024-08-08
2024-03-31	$17,603,067	105,313	-3.2%	Shares	Defined	2024-05-03
2023-12-31	$17,866,802	108,745	+5.0%	Shares	Defined	2024-02-07
2023-09-30	$14,831,576	103,558	-4.0%	Shares	Defined	2023-11-09
2023-06-30	$18,023,754	107,875	-3.6%	Shares	Defined	2023-07-28
2023-03-31	$17,368,610	111,940	-3.7%	Shares	Sole	2023-05-03
2022-12-31	$16,076,159	116,216	-2.4%	Shares	Defined	2023-02-01
2022-09-30	$15,049,006	119,134	-10.0%	Shares	Defined	2022-11-09
2022-06-30	$14,966,680	132,308	+0.2%	Shares	Defined	2022-11-16
2022-03-31	$17,563,625	132,107	+0.9%	Shares	Other	2022-05-02
2021-12-31	$19,716,516	130,885	-2.4%	Shares	Sole	2022-02-02
2021-09-30	$20,303,190	134,041	+0.5%	Shares	Sole	2021-11-01
2021-06-30	$19,469,664	133,363	—	Shares	Sole	2021-08-03
No filing history on record for this holder in this stock.