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Xcel Wealth Management, LLC

SEC CIK
0001791002
Latest filing
Jul 24, 2026

DRI holding history

Darden Restaurants Inc in every 13F filed by Xcel Wealth Management, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

DRI overviewAll 13F holders of DRIFull Q2 2026 holdings

Shares (Q4 2022)
0
Sold out in Q4 2022
Value
$0
% of portfolio
0.0%
Quarters held
6
Since Q1 2021
Holdings of DRI by Xcel Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q4 20220$00.0%−1,600−100.0%Sold outHolders
Q3 20221,600$202.0K0.1%+1,600NewHolders
Q2 20220$00.0%−2,670−100.0%Sold outHolders
Q1 20222,670$355.0K0.1%−920−25.6%ReducedHolders
Q4 20213,590$541.0K0.1%−2,000−35.8%ReducedHolders
Q3 20215,590$847.0K0.2%−400−6.7%ReducedHolders
Q2 20215,990$874.0K0.3%−6,375−51.6%ReducedHolders
Q1 202112,365$1.76M0.6%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.