AWE
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Avidian Wealth Enterprises’s Darden Restaurants DRI Stock Holding History

Avidian Wealth Enterprises’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
Q1 		$411K Buy
2,098
+360
+21% +$74K 0.01% 476
2025
Q4 		$320K Buy
1,738
+91
+6% +$16.6K 0.01% 462
2025
Q3 		$314K Buy
1,647
+107
+7% +$22K 0.01% 460
2025
Q2 		$336K Buy
1,540
+54
+4% +$11.2K 0.01% 417
2025
Q1 		$309K Buy
1,486
+41
+3% +$7.91K 0.01% 412
2024
Q4 		$270K Buy
+1,445
New +$242K 0.01% 424

Other funds holding DRI

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Avidian Wealth Enterprises's DRI Position: Q1 2026 in Review

Avidian Wealth Enterprises increased its Darden Restaurants (DRI) stake by 21% in Q1 2026, buying an estimated $74K and bringing the position to 2,098 shares worth $411K. The position accounts for 0.01% of the portfolio, ranked #476.

Avidian Wealth Enterprises first reported a position in DRI in Q4 2024 and has held it in 6 quarters since. 1,026 funds tracked by Wall St. Rank hold DRI as of Q1 2026.

  • Avidian Wealth Enterprises held 2,098 shares of Darden Restaurants worth $411K as of Q1 2026.
  • Avidian Wealth Enterprises bought 360 Darden Restaurants shares in Q1 2026, an estimated $74K.
  • Darden Restaurants made up 0.01% of Avidian Wealth Enterprises's portfolio in Q1 2026, its #476 holding.
  • Avidian Wealth Enterprises first reported a position in Darden Restaurants in Q4 2024 and has held it in 6 quarters since.
  • 1,026 funds tracked by Wall St. Rank held Darden Restaurants as of Q1 2026.

Based on Avidian Wealth Enterprises's 13F filing for Q1 2026, filed 7 May 2026.