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Concord Wealth Partners’s Darden Restaurants DRI Stock Holding History

Concord Wealth Partners’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 		$1.04M Buy
5,328
+800
+18% +$165K 0.14% 126
2025
Q4 		$833K Buy
4,528
+137
+3% +$25K 0.11% 134
2025
Q3 		$836K Buy
4,391
+1,318
+43% +$271K 0.12% 133
2025
Q2 		$670K Buy
+3,073
New +$638K 0.1% 141

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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

Concord Wealth Partners's DRI Position: Q1 2026 in Review

Concord Wealth Partners increased its Darden Restaurants (DRI) stake by 18% in Q1 2026, buying an estimated $165K and bringing the position to 5,328 shares worth $1.04M. The position accounts for 0.14% of the portfolio, ranked #126.

Concord Wealth Partners first reported a position in DRI in Q2 2025 and has held it in 4 quarters since. 1,026 funds tracked by Wall St. Rank hold DRI as of Q1 2026.

  • Concord Wealth Partners held 5,328 shares of Darden Restaurants worth $1.04M as of Q1 2026.
  • Concord Wealth Partners bought 800 Darden Restaurants shares in Q1 2026, an estimated $165K.
  • Darden Restaurants made up 0.14% of Concord Wealth Partners's portfolio in Q1 2026, its #126 holding.
  • Concord Wealth Partners first reported a position in Darden Restaurants in Q2 2025 and has held it in 4 quarters since.
  • 1,026 funds tracked by Wall St. Rank held Darden Restaurants as of Q1 2026.

Based on Concord Wealth Partners's 13F filing for Q1 2026, filed 1 May 2026.