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Cornerstone Planning Group’s Darden Restaurants DRI Stock Holding History

Cornerstone Planning Group’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 		$15.1K Sell
78
-10
-11% -$2K ﹤0.01% 760
2026
Q1 		$17.1K Buy
88
+14
+19% +$2.88K ﹤0.01% 720
2025
Q4 		$14.6K Buy
74
+72
+3,600% +$13.1K ﹤0.01% 682
2025
Q3 		$4 Sell
2
-77
-97% -$15.8K ﹤0.01% 1689
2025
Q2 		$16.2K Sell
79
-13
-14% -$2.7K ﹤0.01% 460
2025
Q1 		$18.6K Buy
92
+34
+59% +$6.56K ﹤0.01% 430
2024
Q4 		$11.2K Sell
58
-1
-2% -$168 ﹤0.01% 407
2024
Q3 		$9.55K Sell
59
-21
-26% -$3.18K ﹤0.01% 422
2024
Q2 		$11.3K Sell
80
-12
-13% -$1.83K ﹤0.01% 414
2024
Q1 		$13.7K Buy
92
+5
+6% +$830 ﹤0.01% 350
2023
Q4 		$14.3K Hold
87
– – ﹤0.01% 368
2023
Q3 		$12.5K Sell
87
-4
-4% -$634 ﹤0.01% 385
2023
Q2 		$15.2K Buy
+91
New +$14.3K 0.01% 510
2022
Q4 		$7.71K Buy
+53
New +$7.39K ﹤0.01% 725

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

Cornerstone Planning Group's DRI Position: Q2 2026 in Review

Cornerstone Planning Group reduced its Darden Restaurants (DRI) stake by 11% in Q2 2026, selling an estimated $2K and leaving 78 shares worth $15.1K. The position accounts for ﹤0.01% of the portfolio, ranked #760.

Cornerstone Planning Group first reported a position in DRI in Q4 2022 and has held it in 14 quarters since. The position peaked at $18.6K in Q1 2025. 1,083 funds tracked by Wall St. Rank hold DRI as of Q2 2026.

  • Cornerstone Planning Group held 78 shares of Darden Restaurants worth $15.1K as of Q2 2026.
  • Cornerstone Planning Group sold 10 Darden Restaurants shares in Q2 2026, an estimated $2K.
  • Darden Restaurants made up ﹤0.01% of Cornerstone Planning Group's portfolio in Q2 2026, its #760 holding.
  • Cornerstone Planning Group first reported a position in Darden Restaurants in Q4 2022 and has held it in 14 quarters since.
  • Cornerstone Planning Group's Darden Restaurants position peaked at $18.6K in Q1 2025.
  • 1,083 funds tracked by Wall St. Rank held Darden Restaurants as of Q2 2026.

Based on Cornerstone Planning Group's 13F filing for Q2 2026, filed 29 Jul 2026.