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Bernard Wealth Management’s Darden Restaurants DRI Stock Holding History

Bernard Wealth Management’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 		$3.92K Hold
20
– – ﹤0.01% 259
2025
Q4 		$3.68K Hold
20
– – ﹤0.01% 257
2025
Q3 		$3.81K Hold
20
– – ﹤0.01% 246
2025
Q2 		$4.36K Hold
20
– – ﹤0.01% 239
2025
Q1 		$4.16K Hold
20
– – ﹤0.01% 268
2024
Q4 		$3.73K Buy
+20
New +$3.35K ﹤0.01% 249

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

Bernard Wealth Management's DRI Position: Q1 2026 in Review

Bernard Wealth Management held its Darden Restaurants (DRI) position steady in Q1 2026 at 20 shares worth $3.92K. The position accounts for ﹤0.01% of the portfolio, ranked #259.

Bernard Wealth Management first reported a position in DRI in Q4 2024 and has held it in 6 quarters since. The position peaked at $4.36K in Q2 2025. 1,026 funds tracked by Wall St. Rank hold DRI as of Q1 2026.

  • Bernard Wealth Management held 20 shares of Darden Restaurants worth $3.92K as of Q1 2026.
  • Bernard Wealth Management left its Darden Restaurants share count unchanged in Q1 2026.
  • Darden Restaurants made up ﹤0.01% of Bernard Wealth Management's portfolio in Q1 2026, its #259 holding.
  • Bernard Wealth Management first reported a position in Darden Restaurants in Q4 2024 and has held it in 6 quarters since.
  • Bernard Wealth Management's Darden Restaurants position peaked at $4.36K in Q2 2025.
  • 1,026 funds tracked by Wall St. Rank held Darden Restaurants as of Q1 2026.

Based on Bernard Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.