Carson Wealth (CWM LLC)
DRI icon

Carson Wealth (CWM LLC)’s Darden Restaurants DRI Stock Holding History

Carson Wealth (CWM LLC)’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 		$3.2M Buy
16,313
+1,620
+11% +$333K 0.01% 1005
2025
Q4 		$2.7M Buy
14,693
+3,708
+34% +$676K 0.01% 1026
2025
Q3 		$2.09M Sell
10,985
-1,747
-14% -$359K 0.01% 1074
2025
Q2 		$2.77M Buy
12,732
+5,973
+88% +$1.24M 0.01% 819
2025
Q1 		$1.4M Buy
6,759
+3,619
+115% +$699K 0.01% 974
2024
Q4 		$586K Sell
3,140
-835
-21% -$140K ﹤0.01% 1317
2024
Q3 		$652K Buy
3,975
+1,018
+34% +$154K ﹤0.01% 1212
2024
Q2 		$447K Buy
2,957
+41
+1% +$6.24K ﹤0.01% 1231
2024
Q1 		$487K Buy
2,916
+407
+16% +$67.5K ﹤0.01% 1153
2023
Q4 		$412K Buy
2,509
+424
+20% +$64.2K ﹤0.01% 1126
2023
Q3 		$299K Buy
2,085
+356
+21% +$56.5K ﹤0.01% 1154
2023
Q2 		$289K Buy
1,729
+222
+15% +$34.9K ﹤0.01% 1119
2023
Q1 		$234K Buy
1,507
+147
+11% +$21.7K ﹤0.01% 1143
2022
Q4 		$188K Buy
1,360
+189
+16% +$26.4K ﹤0.01% 1121
2022
Q3 		$148K Sell
1,171
-2,271
-66% -$284K ﹤0.01% 1164
2022
Q2 		$389K Sell
3,442
-119
-3% -$14.9K ﹤0.01% 812
2022
Q1 		$473K Buy
3,561
+354
+11% +$48.9K ﹤0.01% 747
2021
Q4 		$483K Buy
+3,207
New +$474K ﹤0.01% 738
2021
Q2 		$395K Hold
2,708
– – ﹤0.01% 720
2021
Q1 		$395K Hold
2,708
– – ﹤0.01% 720
2020
Q4 		$395K Hold
2,708
– – ﹤0.01% 720
2020
Q3 		$395K Hold
2,708
– – ﹤0.01% 720
2020
Q2 		$395K Hold
2,708
– – ﹤0.01% 720
2020
Q1 		$395K Hold
2,708
– – ﹤0.01% 720
2019
Q4 		$395K Hold
2,708
– – ﹤0.01% 720
2019
Q3 		$395K Hold
2,708
– – ﹤0.01% 720
2019
Q2 		$395K Hold
2,708
– – ﹤0.01% 720
2019
Q1 		$395K Sell
2,708
-21,017
-89% -$2.3M ﹤0.01% 720
2018
Q4 		$2.37M Buy
23,725
+20,593
+658% +$2.2M 0.06% 264
2018
Q3 		$348K Buy
3,132
+3,062
+4,374% +$345K 0.01% 423
2018
Q2 		$7K Buy
70
+24
+52% +$2.2K ﹤0.01% 1100
2018
Q1 		$4K Hold
46
– – ﹤0.01% 1042
2017
Q4 		$4K Hold
46
– – ﹤0.01% 1129
2017
Q3 		$4K Buy
+46
New +$3.88K ﹤0.01% 1126
2016
Q4 		– Sell
-170
Closed -$10K – 1117
2016
Q3 		$10K Buy
+170
New +$10.5K ﹤0.01% 695
2016
Q2 		– Sell
-11,156
Closed -$740K – 807
2016
Q1 		$740K Sell
11,156
-47,042
-81% -$2.98M 0.07% 176
2015
Q4 		$3.7M Sell
58,198
-1,287
-2% -$74.8K 0.36% 95
2015
Q3 		$3.65M Sell
59,485
-119,242
-67% -$7.57M 0.37% 93
2015
Q2 		$11.4M Sell
178,727
-8,168
-4% -$483K 1.09% 28
2015
Q1 		$11.6M Buy
186,895
+28,287
+18% +$1.58M 1.17% 27
2014
Q4 		$8.31M Buy
158,608
+71,606
+82% +$3.47M 1.01% 29
2014
Q3 		$4M Buy
87,002
+30,665
+54% +$1.3M 0.58% 54
2014
Q2 		$2.33M Buy
56,337
+31,949
+131% +$1.41M 0.42% 74
2014
Q1 		$1.11M Sell
24,388
-727
-3% -$32.5K 0.15% 94
2013
Q4 		$1.22M Buy
25,115
+12,391
+97% +$573K 0.19% 81
2013
Q3 		$527K Buy
+12,724
New +$553K 0.14% 103

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

Carson Wealth (CWM LLC)'s DRI Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its Darden Restaurants (DRI) stake by 11% in Q1 2026, buying an estimated $333K and bringing the position to 16,313 shares worth $3.2M. The position accounts for 0.01% of the portfolio, ranked #1005.

Carson Wealth (CWM LLC) first reported a position in DRI in Q3 2013 and has held it in 46 quarters since. The position peaked at $11.6M in Q1 2015. 1,026 funds tracked by Wall St. Rank hold DRI as of Q1 2026.

  • Carson Wealth (CWM LLC) held 16,313 shares of Darden Restaurants worth $3.2M as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 1,620 Darden Restaurants shares in Q1 2026, an estimated $333K.
  • Darden Restaurants made up 0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #1005 holding.
  • Carson Wealth (CWM LLC) first reported a position in Darden Restaurants in Q3 2013 and has held it in 46 quarters since.
  • Carson Wealth (CWM LLC)'s Darden Restaurants position peaked at $11.6M in Q1 2015.
  • 1,026 funds tracked by Wall St. Rank held Darden Restaurants as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.