BFPW
DRI icon

BOK Financial Private Wealth’s Darden Restaurants DRI Stock Holding History

BOK Financial 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 		– Sell
-155
Closed -$28.5K – 469
2025
Q4 		$28.5K Buy
+155
New +$28.2K ﹤0.01% 334
2025
Q1 		– Sell
-2
Closed -$374 – 529
2024
Q4 		$374 Sell
2
-60
-97% -$10.1K ﹤0.01% 606
2024
Q3 		$10.2K Buy
+62
New +$9.39K ﹤0.01% 392

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

BOK Financial Private Wealth's DRI Position: Q1 2026 in Review

BOK Financial Private Wealth sold out of Darden Restaurants (DRI) in Q1 2026, closing a stake of 155 shares — an estimated $28.5K sold.

BOK Financial Private Wealth first reported a position in DRI in Q3 2024 and held it in 3 quarters. The position peaked at $28.5K in Q4 2025. 1,026 funds tracked by Wall St. Rank hold DRI as of Q1 2026.

  • BOK Financial Private Wealth reported no remaining Darden Restaurants position as of Q1 2026 after selling out during the quarter.
  • BOK Financial Private Wealth sold 155 Darden Restaurants shares in Q1 2026, an estimated $28.5K.
  • BOK Financial Private Wealth first reported a position in Darden Restaurants in Q3 2024 and held it in 3 quarters.
  • BOK Financial Private Wealth's Darden Restaurants position peaked at $28.5K in Q4 2025.
  • 1,026 funds tracked by Wall St. Rank held Darden Restaurants as of Q1 2026.

Based on BOK Financial Private Wealth's 13F filing for Q1 2026, filed 12 May 2026.