Action Point Financial Planning’s Darden Restaurants DRI Stock Holding History

Action Point Financial Planning’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 Q2	$15.4K	Buy	+78	New	+$15.6K	﹤0.01%	1247

Other funds holding DRI

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Action Point Financial Planning's DRI Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in Darden Restaurants (DRI) in Q2 2026: 78 shares worth $15.4K. The stake represents ﹤0.01% of the portfolio and ranks #1247 among its holdings.

1,078 funds tracked by Wall St. Rank hold DRI as of Q2 2026.

Action Point Financial Planning held 78 shares of Darden Restaurants worth $15.4K as of Q2 2026.
Darden Restaurants was a new Action Point Financial Planning position in Q2 2026.
Darden Restaurants made up ﹤0.01% of Action Point Financial Planning's portfolio in Q2 2026, its #1247 holding.
1,078 funds tracked by Wall St. Rank held Darden Restaurants as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.