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CBIZ Investment Advisory Services’s Darden Restaurants DRI Stock Holding History

CBIZ Investment Advisory Services’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
-12
Closed -$2.21K – 507
2025
Q4 		$2.21K Sell
12
-28
-70% -$5.1K ﹤0.01% 631
2025
Q3 		$7.61K Sell
40
-3
-7% -$617 ﹤0.01% 383
2025
Q2 		$9.37K Buy
43
+31
+258% +$6.43K ﹤0.01% 363
2025
Q1 		$2.49K Hold
12
– – ﹤0.01% 455
2024
Q4 		$2.24K Buy
+12
New +$2.01K ﹤0.01% 369

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Vanguard Capital Management
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Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

CBIZ Investment Advisory Services's DRI Position: Q1 2026 in Review

CBIZ Investment Advisory Services sold out of Darden Restaurants (DRI) in Q1 2026, closing a stake of 12 shares — an estimated $2.21K sold.

CBIZ Investment Advisory Services first reported a position in DRI in Q4 2024 and held it in 5 quarters. The position peaked at $9.37K in Q2 2025. 1,033 funds tracked by Wall St. Rank hold DRI as of Q1 2026.

  • CBIZ Investment Advisory Services reported no remaining Darden Restaurants position as of Q1 2026 after selling out during the quarter.
  • CBIZ Investment Advisory Services sold 12 Darden Restaurants shares in Q1 2026, an estimated $2.21K.
  • CBIZ Investment Advisory Services first reported a position in Darden Restaurants in Q4 2024 and held it in 5 quarters.
  • CBIZ Investment Advisory Services's Darden Restaurants position peaked at $9.37K in Q2 2025.
  • 1,033 funds tracked by Wall St. Rank held Darden Restaurants as of Q1 2026.

Based on CBIZ Investment Advisory Services's 13F filing for Q1 2026, filed 12 May 2026.