Avion Wealth’s Darden Restaurants DRI Stock Holding History

Avion Wealth’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	$96K	Hold	490	–	–	0.02%	151
2025 Q4	$90K	Sell	490 -4	-0.8%	-$729	0.02%	155
2025 Q3	$94K	Sell	494 -4	-0.8%	-$822	0.02%	159
2025 Q2	$108K	Buy	498 +8	+2%	+$1.66K	0.02%	138
2025 Q1	$91K	Hold	490	–	–	0.02%	140
2024 Q4	$91K	Buy	490 +3	+0.6%	+$503	0.02%	140
2024 Q3	$79K	Sell	487 -6	-1%	-$908	0.02%	138
2024 Q2	$74K	Buy	493 +6	+1%	+$913	0.02%	134
2024 Q1	$82K	Hold	487	–	–	0.02%	131
2023 Q4	$80K	Sell	487 -6	-1%	-$908	0.02%	127
2023 Q3	$70K	Buy	493 +12	+2%	+$1.9K	0.02%	129
2023 Q2	$79K	Sell	481 -1	-0.2%	-$157	0.02%	127
2023 Q1	$66K	Buy	482 +7	+1%	+$1.04K	0.02%	128
2022 Q4	$60K	Hold	475	–	–	0.02%	131
2022 Q3	$60K	Hold	475	–	–	0.02%	131
2022 Q2	$54K	Hold	475	–	–	0.02%	135
2022 Q1	$63K	Hold	475	–	–	0.02%	115
2021 Q4	$72K	Hold	475	–	–	0.02%	106
2021 Q3	$72K	Hold	475	–	–	0.02%	103
2021 Q2	$69K	Hold	475	–	–	0.02%	110
2021 Q1	$67K	Hold	475	–	–	0.02%	103
2020 Q4	$57K	Hold	475	–	–	0.02%	117
2020 Q3	$48K	Hold	475	–	–	0.02%	93
2020 Q2	$36K	Hold	475	–	–	0.01%	106
2020 Q1	$26K	Buy	+475	New	+$46.2K	0.01%	113

Other funds holding DRI

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Avion Wealth's DRI Position: Q1 2026 in Review

Avion Wealth held its Darden Restaurants (DRI) position steady in Q1 2026 at 490 shares worth $96K. The position accounts for 0.02% of the portfolio, ranked #151.

Avion Wealth first reported a position in DRI in Q1 2020 and has held it in 25 quarters since. The position peaked at $108K in Q2 2025. 1,026 funds tracked by Wall St. Rank hold DRI as of Q1 2026.

Avion Wealth held 490 shares of Darden Restaurants worth $96K as of Q1 2026.
Avion Wealth left its Darden Restaurants share count unchanged in Q1 2026.
Darden Restaurants made up 0.02% of Avion Wealth's portfolio in Q1 2026, its #151 holding.
Avion Wealth first reported a position in Darden Restaurants in Q1 2020 and has held it in 25 quarters since.
Avion Wealth's Darden Restaurants position peaked at $108K in Q2 2025.
1,026 funds tracked by Wall St. Rank held Darden Restaurants as of Q1 2026.

Based on Avion Wealth's 13F filing for Q1 2026, filed 1 May 2026.