Creative Planning’s Darden Restaurants DRI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $9.46M | Buy |
45,924
+3,635
| +9% | +$728K | 0.01% | 925 |
|
|
2026
Q1 | $8.29M | Buy |
42,289
+9,016
| +27% | +$1.85M | 0.01% | 818 |
|
|
2025
Q4 | $6.12M | Sell |
33,273
-1,201
| -3% | -$219K | ﹤0.01% | 871 |
|
|
2025
Q3 | $6.56M | Buy |
34,474
+3,424
| +11% | +$704K | 0.01% | 738 |
|
|
2025
Q2 | $6.77M | Buy |
31,050
+690
| +2% | +$143K | 0.01% | 654 |
|
|
2025
Q1 | $6.31M | Buy |
30,360
+10,327
| +52% | +$1.99M | 0.01% | 634 |
|
|
2024
Q4 | $3.74M | Buy |
20,033
+2,507
| +14% | +$420K | ﹤0.01% | 792 |
|
|
2024
Q3 | $2.88M | Sell |
17,526
-2,878
| -14% | -$436K | ﹤0.01% | 882 |
|
|
2024
Q2 | $3.09M | Buy |
20,404
+1,228
| +6% | +$187K | ﹤0.01% | 809 |
|
|
2024
Q1 | $3.21M | Buy |
19,176
+1,350
| +8% | +$224K | ﹤0.01% | 776 |
|
|
2023
Q4 | $2.93M | Buy |
17,826
+404
| +2% | +$61.2K | 0.01% | 751 |
|
|
2023
Q3 | $2.5M | Buy |
17,422
+1,658
| +11% | +$263K | ﹤0.01% | 765 |
|
|
2023
Q2 | $2.63M | Buy |
15,764
+671
| +4% | +$105K | ﹤0.01% | 711 |
|
|
2023
Q1 | $2.34M | Buy |
15,093
+2,550
| +20% | +$377K | ﹤0.01% | 726 |
|
|
2022
Q4 | $1.74M | Buy |
12,543
+101
| +0.8% | +$14.1K | ﹤0.01% | 802 |
|
|
2022
Q3 | $1.57M | Buy |
12,442
+796
| +7% | +$99.5K | ﹤0.01% | 771 |
|
|
2022
Q2 | $1.32M | Sell |
11,646
-1,288
| -10% | -$161K | ﹤0.01% | 860 |
|
|
2022
Q1 | $1.72M | Buy |
12,934
+169
| +1% | +$23.3K | ﹤0.01% | 765 |
|
|
2021
Q4 | $1.92M | Sell |
12,765
-1,486
| -10% | -$220K | ﹤0.01% | 698 |
|
|
2021
Q3 | $2.16M | Buy |
14,251
+417
| +3% | +$61.3K | ﹤0.01% | 662 |
|
|
2021
Q2 | $2.02M | Sell |
13,834
-1,580
| -10% | -$222K | ﹤0.01% | 680 |
|
|
2021
Q1 | $2.19M | Buy |
15,414
+1,401
| +10% | +$184K | ﹤0.01% | 686 |
|
|
2020
Q4 | $1.67M | Buy |
14,013
+42
| +0.3% | +$4.5K | ﹤0.01% | 738 |
|
|
2020
Q3 | $1.41M | Sell |
13,971
-937
| -6% | -$77.8K | ﹤0.01% | 684 |
|
|
2020
Q2 | $1.13M | Sell |
14,908
-822
| -5% | -$58.3K | ﹤0.01% | 704 |
|
|
2020
Q1 | $857K | Sell |
15,730
-624
| -4% | -$60.7K | ﹤0.01% | 712 |
|
|
2019
Q4 | $1.78M | Sell |
16,354
-385
| -2% | -$43.7K | 0.01% | 553 |
|
|
2019
Q3 | $1.98M | Buy |
16,739
+1,092
| +7% | +$133K | 0.01% | 496 |
|
|
2019
Q2 | $1.91M | Sell |
15,647
-379
| -2% | -$45.1K | 0.01% | 515 |
|
|
2019
Q1 | $1.95M | Sell |
16,026
-102
| -0.6% | -$11.2K | 0.01% | 472 |
|
|
2018
Q4 | $1.61M | Buy |
16,128
+31
| +0.2% | +$3.32K | 0.01% | 476 |
|
|
2018
Q3 | $1.79M | Buy |
16,097
+4,140
| +35% | +$466K | 0.01% | 512 |
|
|
2018
Q2 | $1.28M | Buy |
11,957
+4,797
| +67% | +$439K | 0.01% | 618 |
|
|
2018
Q1 | $610K | Buy |
7,160
+874
| +14% | +$82.8K | ﹤0.01% | 986 |
|
|
2017
Q4 | $604K | Sell |
6,286
-410
| -6% | -$34.6K | ﹤0.01% | 967 |
|
|
2017
Q3 | $527K | Sell |
6,696
-967
| -13% | -$81.5K | ﹤0.01% | 1036 |
|
|
2017
Q2 | $693K | Sell |
7,663
-106
| -1% | -$9.26K | ﹤0.01% | 855 |
|
|
2017
Q1 | $650K | Buy |
7,769
+761
| +11% | +$57K | ﹤0.01% | 848 |
|
|
2016
Q4 | $510K | Buy |
7,008
+739
| +12% | +$51.4K | ﹤0.01% | 916 |
|
|
2016
Q3 | $384K | Sell |
6,269
-1,031
| -14% | -$63.9K | ﹤0.01% | 1035 |
|
|
2016
Q2 | $462K | Sell |
7,300
-721
| -9% | -$47.2K | ﹤0.01% | 814 |
|
|
2016
Q1 | $532K | Buy |
8,021
+910
| +13% | +$57.6K | ﹤0.01% | 721 |
|
|
2015
Q4 | $453K | Buy |
7,111
+706
| +11% | +$41K | ﹤0.01% | 811 |
|
|
2015
Q3 | $392K | Buy |
+6,405
| New | +$406K | ﹤0.01% | 842 |
|
|
2015
Q2 | – | Sell |
-4,097
| Closed | -$254K | – | 1571 |
|
|
2015
Q1 | $254K | Sell |
4,097
-112
| -3% | -$6.27K | ﹤0.01% | 1072 |
|
|
2014
Q4 | $221K | Buy |
4,209
+1,107
| +36% | +$53.6K | ﹤0.01% | 1079 |
|
|
2014
Q3 | $143K | Sell |
3,102
-802
| -21% | -$33.9K | ﹤0.01% | 1252 |
|
|
2014
Q2 | $162K | Buy |
3,904
+1,422
| +57% | +$63K | ﹤0.01% | 1149 |
|
|
2014
Q1 | $113K | Buy |
2,482
+1,308
| +111% | +$58.5K | ﹤0.01% | 1329 |
|
|
2013
Q4 | $57K | Sell |
1,174
-223
| -16% | -$10.3K | ﹤0.01% | 1513 |
|
|
2013
Q3 | $58K | Sell |
1,397
-1,587
| -53% | -$68.9K | ﹤0.01% | 1422 |
|
|
2013
Q2 | $135K | Buy |
+2,984
| New | +$138K | ﹤0.01% | 833 |
|
Other funds holding DRI
Creative Planning's DRI Position: Q2 2026 in Review
Creative Planning increased its Darden Restaurants (DRI) stake by 8.6% in Q2 2026, buying an estimated $728K and bringing the position to 45,924 shares worth $9.46M. The position accounts for 0.01% of the portfolio, ranked #925.
Creative Planning first reported a position in DRI in Q2 2013 and has held it in 52 quarters since. 1,078 funds tracked by Wall St. Rank hold DRI as of Q2 2026.
- Creative Planning held 45,924 shares of Darden Restaurants worth $9.46M as of Q2 2026.
- Creative Planning bought 3,635 Darden Restaurants shares in Q2 2026, an estimated $728K.
- Darden Restaurants made up 0.01% of Creative Planning's portfolio in Q2 2026, its #925 holding.
- Creative Planning first reported a position in Darden Restaurants in Q2 2013 and has held it in 52 quarters since.
- 1,078 funds tracked by Wall St. Rank held Darden Restaurants as of Q2 2026.
Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.