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Center for Financial Planning’s Darden Restaurants DRI Stock Holding History

Center for Financial Planning’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 		$517K Buy
2,639
+85
+3% +$17.5K 0.05% 105
2025
Q4 		$470K Sell
2,554
-117
-4% -$21.3K 0.05% 111
2025
Q3 		$508K Buy
2,671
+365
+16% +$75K 0.05% 106
2025
Q2 		$503K Buy
2,306
+161
+8% +$33.4K 0.06% 101
2025
Q1 		$446K Buy
2,145
+195
+10% +$37.6K 0.06% 104
2024
Q4 		$364K Sell
1,950
-125
-6% -$21K 0.05% 112
2024
Q3 		$341K Hold
2,075
– – 0.05% 116
2024
Q2 		$314K Buy
2,075
+24
+1% +$3.65K 0.05% 117
2024
Q1 		$343K Buy
2,051
+79
+4% +$13.1K 0.05% 113
2023
Q4 		$324K Buy
1,972
+18
+0.9% +$2.73K 0.06% 109
2023
Q3 		$280K Buy
1,954
+116
+6% +$18.4K 0.06% 107
2023
Q2 		$307K Buy
1,838
+49
+3% +$7.7K 0.06% 105
2023
Q1 		$278K Buy
1,789
+22
+1% +$3.25K 0.06% 114
2022
Q4 		$244K Buy
1,767
+274
+18% +$38.2K 0.06% 119
2022
Q3 		$189K Buy
1,493
+219
+17% +$27.4K 0.05% 125
2022
Q2 		$144K Sell
1,274
-80
-6% -$9.99K 0.04% 139
2022
Q1 		$180K Buy
1,354
+74
+6% +$10.2K 0.04% 138
2021
Q4 		$193K Buy
1,280
+68
+6% +$10.1K 0.04% 132
2021
Q3 		$184K Buy
+1,212
New +$178K 0.04% 131
2020
Q2 		– Sell
-46
Closed -$3K – 487
2020
Q1 		$3K Buy
+46
New +$4.47K ﹤0.01% 458

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

Center for Financial Planning's DRI Position: Q1 2026 in Review

Center for Financial Planning increased its Darden Restaurants (DRI) stake by 3.3% in Q1 2026, buying an estimated $17.5K and bringing the position to 2,639 shares worth $517K. The position accounts for 0.05% of the portfolio, ranked #105.

Center for Financial Planning first reported a position in DRI in Q1 2020 and has held it in 20 quarters since. 1,026 funds tracked by Wall St. Rank hold DRI as of Q1 2026.

  • Center for Financial Planning held 2,639 shares of Darden Restaurants worth $517K as of Q1 2026.
  • Center for Financial Planning bought 85 Darden Restaurants shares in Q1 2026, an estimated $17.5K.
  • Darden Restaurants made up 0.05% of Center for Financial Planning's portfolio in Q1 2026, its #105 holding.
  • Center for Financial Planning first reported a position in Darden Restaurants in Q1 2020 and has held it in 20 quarters since.
  • 1,026 funds tracked by Wall St. Rank held Darden Restaurants as of Q1 2026.

Based on Center for Financial Planning's 13F filing for Q1 2026, filed 4 May 2026.