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Beverly Hills Private Wealth’s Darden Restaurants DRI Stock Holding History

Beverly Hills Private 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 		$330K Sell
1,681
-56
-3% -$11.5K 0.05% 252
2025
Q4 		$320K Sell
1,737
-36
-2% -$6.56K 0.05% 245
2025
Q3 		$338K Sell
1,773
-68
-4% -$14K 0.06% 243
2025
Q2 		$401K Sell
1,841
-183
-9% -$38K 0.08% 212
2025
Q1 		$421K Buy
2,024
+72
+4% +$13.9K 0.08% 198
2024
Q4 		$364K Sell
1,952
-251
-11% -$42.1K 0.07% 214
2024
Q3 		$362K Sell
2,203
-463
-17% -$70.1K 0.07% 237
2024
Q2 		$403K Sell
2,666
-183
-6% -$27.8K 0.09% 218
2024
Q1 		$476K Sell
2,849
-213
-7% -$35.4K 0.11% 198
2023
Q4 		$503K Sell
3,062
-215
-7% -$32.6K 0.13% 166
2023
Q3 		$469K Sell
3,277
-3,298
-50% -$523K 0.14% 154
2023
Q2 		$1.07M Buy
6,575
+3,370
+105% +$529K 0.18% 128
2023
Q1 		$497K Buy
3,205
+503
+19% +$74.4K 0.15% 145
2022
Q4 		$374K Buy
+2,702
New +$377K 0.16% 138

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

Beverly Hills Private Wealth's DRI Position: Q1 2026 in Review

Beverly Hills Private Wealth reduced its Darden Restaurants (DRI) stake by 3.2% in Q1 2026, selling an estimated $11.5K and leaving 1,681 shares worth $330K. The position accounts for 0.05% of the portfolio, ranked #252.

Beverly Hills Private Wealth first reported a position in DRI in Q4 2022 and has held it in 14 quarters since. The position peaked at $1.07M in Q2 2023. 1,026 funds tracked by Wall St. Rank hold DRI as of Q1 2026.

  • Beverly Hills Private Wealth held 1,681 shares of Darden Restaurants worth $330K as of Q1 2026.
  • Beverly Hills Private Wealth sold 56 Darden Restaurants shares in Q1 2026, an estimated $11.5K.
  • Darden Restaurants made up 0.05% of Beverly Hills Private Wealth's portfolio in Q1 2026, its #252 holding.
  • Beverly Hills Private Wealth first reported a position in Darden Restaurants in Q4 2022 and has held it in 14 quarters since.
  • Beverly Hills Private Wealth's Darden Restaurants position peaked at $1.07M in Q2 2023.
  • 1,026 funds tracked by Wall St. Rank held Darden Restaurants as of Q1 2026.

Based on Beverly Hills Private Wealth's 13F filing for Q1 2026, filed 4 May 2026.