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
2014
Q1 		– Sell
-236
Closed -$58K – 241
2013
Q4 		$58K Buy
+236
New +$10.9K 0.01% 244

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VPM
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State Street
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Raymond James Financial
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Geode Capital Management
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Charles Schwab
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Bank of America
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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.