Superior Planning, LLC’s Darden Restaurants DRI Stock Holding History

Superior Planning, LLC’s Portfolio DRI Stock Details DRI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$53.3K	Buy	+276	New	+$57.7K	0.02%	364

Other funds holding DRI

Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $25.4B AUM 35.48% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $71.4B AUM 33.43% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Bahl & Gaynor Cincinnati, Ohio $21B AUM 23.02% 1-Year Est. Return

Superior Planning, LLC's DRI Position: Q3 2026 in Review

Superior Planning, LLC opened a new position in Darden Restaurants (DRI) in Q3 2026: 276 shares worth $53.3K. The stake represents 0.02% of the portfolio and ranks #364 among its holdings.

786 funds tracked by Wall St. Rank hold DRI as of Q3 2026.

Superior Planning, LLC held 276 shares of Darden Restaurants worth $53.3K as of Q3 2026.
Darden Restaurants was a new Superior Planning, LLC position in Q3 2026.
Darden Restaurants made up 0.02% of Superior Planning, LLC's portfolio in Q3 2026, its #364 holding.
786 funds tracked by Wall St. Rank held Darden Restaurants as of Q3 2026.

Based on Superior Planning, LLC's 13F filing for Q3 2026, filed 12 Nov 2026.