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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
Q2 		$542K Sell
2,632
-7
-0.3% -$1.4K 0.05% 105
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 $846B AUM 46.74% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Center for Financial Planning's DRI Position: Q2 2026 in Review

Center for Financial Planning reduced its Darden Restaurants (DRI) stake by 0.27% in Q2 2026, selling an estimated $1.4K and leaving 2,632 shares worth $542K. 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 21 quarters since. 1,083 funds tracked by Wall St. Rank hold DRI as of Q2 2026.

  • Center for Financial Planning held 2,632 shares of Darden Restaurants worth $542K as of Q2 2026.
  • Center for Financial Planning sold 7 Darden Restaurants shares in Q2 2026, an estimated $1.4K.
  • Darden Restaurants made up 0.05% of Center for Financial Planning's portfolio in Q2 2026, its #105 holding.
  • Center for Financial Planning first reported a position in Darden Restaurants in Q1 2020 and has held it in 21 quarters since.
  • 1,083 funds tracked by Wall St. Rank held Darden Restaurants as of Q2 2026.

Based on Center for Financial Planning's 13F filing for Q2 2026, filed 21 Jul 2026.