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 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 Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Cornerstone Planning Group's DRI Position: Q1 2026 in Review

Cornerstone Planning Group increased its Darden Restaurants (DRI) stake by 19% in Q1 2026, buying an estimated $2.88K and bringing the position to 88 shares worth $17.1K. The position accounts for ﹤0.01% of the portfolio, ranked #720.

Cornerstone Planning Group first reported a position in DRI in Q4 2022 and has held it in 13 quarters since. The position peaked at $18.6K in Q1 2025. 1,026 funds tracked by Wall St. Rank hold DRI as of Q1 2026.

Cornerstone Planning Group held 88 shares of Darden Restaurants worth $17.1K as of Q1 2026.
Cornerstone Planning Group bought 14 Darden Restaurants shares in Q1 2026, an estimated $2.88K.
Darden Restaurants made up ﹤0.01% of Cornerstone Planning Group's portfolio in Q1 2026, its #720 holding.
Cornerstone Planning Group first reported a position in Darden Restaurants in Q4 2022 and has held it in 13 quarters since.
Cornerstone Planning Group's Darden Restaurants position peaked at $18.6K in Q1 2025.
1,026 funds tracked by Wall St. Rank held Darden Restaurants as of Q1 2026.

Based on Cornerstone Planning Group's 13F filing for Q1 2026, filed 6 May 2026.