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Caliber Wealth Management (Kansas)’s Darden Restaurants DRI Stock Holding History

Caliber Wealth Management (Kansas)’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 		$3.53M Buy
18,003
+116
+0.6% +$23.9K 0.39% 55
2025
Q4 		$3.29M Buy
17,887
+2,512
+16% +$458K 0.35% 57
2025
Q3 		$2.93M Sell
15,375
-157
-1% -$32.3K 0.33% 69
2025
Q2 		$3.39M Sell
15,532
-2,016
-11% -$418K 0.36% 53
2025
Q1 		$3.65M Buy
+17,548
New +$3.39M 0.5% 44

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

Caliber Wealth Management (Kansas)'s DRI Position: Q1 2026 in Review

Caliber Wealth Management (Kansas) increased its Darden Restaurants (DRI) stake by 0.65% in Q1 2026, buying an estimated $23.9K and bringing the position to 18,003 shares worth $3.53M. The position accounts for 0.39% of the portfolio, ranked #55.

Caliber Wealth Management (Kansas) first reported a position in DRI in Q1 2025 and has held it in 5 quarters since. The position peaked at $3.65M in Q1 2025. 1,026 funds tracked by Wall St. Rank hold DRI as of Q1 2026.

  • Caliber Wealth Management (Kansas) held 18,003 shares of Darden Restaurants worth $3.53M as of Q1 2026.
  • Caliber Wealth Management (Kansas) bought 116 Darden Restaurants shares in Q1 2026, an estimated $23.9K.
  • Darden Restaurants made up 0.39% of Caliber Wealth Management (Kansas)'s portfolio in Q1 2026, its #55 holding.
  • Caliber Wealth Management (Kansas) first reported a position in Darden Restaurants in Q1 2025 and has held it in 5 quarters since.
  • Caliber Wealth Management (Kansas)'s Darden Restaurants position peaked at $3.65M in Q1 2025.
  • 1,026 funds tracked by Wall St. Rank held Darden Restaurants as of Q1 2026.

Based on Caliber Wealth Management (Kansas)'s 13F filing for Q1 2026, filed 23 Apr 2026.