Creative Financial Designs’s Darden Restaurants DRI Stock Holding History

Creative Financial Designs’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	$201K	Hold	1,025	–	–	0.01%	515
2025 Q4	$189K	Sell	1,025 -1	-0.1%	-$182	0.01%	483
2025 Q3	$195K	Hold	1,026	–	–	0.01%	475
2025 Q2	$224K	Buy	1,026 +1,025	+102,500%	+$213K	0.02%	455
2025 Q1	$208	Buy	+1	New	+$193	﹤0.01%	1977
2023 Q1	–	Sell	-10	Closed	-$1.38K	–	1411
2022 Q4	$1.38K	Hold	10	–	–	﹤0.01%	1188
2022 Q3	$1K	Sell	10 -41	-80%	-$5.13K	﹤0.01%	1220
2022 Q2	$6K	Sell	51 -5,179	-99%	-$647K	﹤0.01%	962
2022 Q1	$695K	Sell	5,230 -276	-5%	-$38.1K	0.11%	162
2021 Q4	$829K	Sell	5,506 -804	-13%	-$119K	0.12%	141
2021 Q3	$956K	Sell	6,310 -48	-0.8%	-$7.05K	0.16%	123
2021 Q2	$928K	Buy	6,358 +5,910	+1,319%	+$832K	0.16%	119
2021 Q1	$64K	Hold	448	–	–	0.01%	510
2020 Q4	$53K	Sell	448 -300	-40%	-$32.1K	0.01%	498
2020 Q3	$75K	Sell	748 -100	-12%	-$8.31K	0.02%	396
2020 Q2	$64K	Buy	+848	New	+$60.2K	0.02%	381

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

Creative Financial Designs's DRI Position: Q1 2026 in Review

Creative Financial Designs held its Darden Restaurants (DRI) position steady in Q1 2026 at 1,025 shares worth $201K. The position accounts for 0.01% of the portfolio, ranked #515.

Creative Financial Designs first reported a position in DRI in Q2 2020 and has held it in 16 quarters since. The position peaked at $956K in Q3 2021. 1,026 funds tracked by Wall St. Rank hold DRI as of Q1 2026.

Creative Financial Designs held 1,025 shares of Darden Restaurants worth $201K as of Q1 2026.
Creative Financial Designs left its Darden Restaurants share count unchanged in Q1 2026.
Darden Restaurants made up 0.01% of Creative Financial Designs's portfolio in Q1 2026, its #515 holding.
Creative Financial Designs first reported a position in Darden Restaurants in Q2 2020 and has held it in 16 quarters since.
Creative Financial Designs's Darden Restaurants position peaked at $956K in Q3 2021.
1,026 funds tracked by Wall St. Rank held Darden Restaurants as of Q1 2026.

Based on Creative Financial Designs's 13F filing for Q1 2026, filed 13 Apr 2026.