Cornerstone Planning Group
DRI icon

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
Q3 		– Sell
-78
Closed -$15.1K – 574
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 		$9.6K 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

Hamlin Capital Management
Hamlin Capital Management New York $4.04B AUM 11.59% 1-Year Est. Return
Clear Trail Advisors
Clear Trail Advisors Houston, Texas $657M AUM 14.3% 1-Year Est. Return
Valley Wealth Managers
Valley Wealth Managers Paramus, New Jersey $1.76B AUM 33.82% 1-Year Est. Return
Willis Investment Counsel
Willis Investment Counsel Gainesville, Georgia $1.97B AUM 25.29% 1-Year Est. Return
Sumitomo Mitsui DS Asset Management
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.8B AUM 30.39% 1-Year Est. Return
QV Investors
QV Investors Calgary, Alberta, Canada $1.36B AUM 20.86% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return
Beacon Investment Advisory Services
Beacon Investment Advisory Services Morristown, New Jersey $2.66B AUM 29.77% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

Cornerstone Planning Group's DRI Position: Q3 2026 in Review

Cornerstone Planning Group sold out of Darden Restaurants (DRI) in Q3 2026, closing a stake of 78 shares — an estimated $15.1K sold.

Cornerstone Planning Group first reported a position in DRI in Q4 2022 and held it in 14 quarters. The position peaked at $18.6K in Q1 2025. 192 funds tracked by Wall St. Rank hold DRI as of Q3 2026.

  • Cornerstone Planning Group reported no remaining Darden Restaurants position as of Q3 2026 after selling out during the quarter.
  • Cornerstone Planning Group sold 78 Darden Restaurants shares in Q3 2026, an estimated $15.1K.
  • Cornerstone Planning Group first reported a position in Darden Restaurants in Q4 2022 and held it in 14 quarters.
  • Cornerstone Planning Group's Darden Restaurants position peaked at $18.6K in Q1 2025.
  • 192 funds tracked by Wall St. Rank held Darden Restaurants as of Q3 2026.

Based on Cornerstone Planning Group's 13F filing for Q3 2026, filed 16 Oct 2026.