Creative Planning
DRI icon

Creative Planning’s Darden Restaurants DRI Stock Holding History

Creative Planning’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
2020
Q2 		– Sell
-400
Closed -$1K – 2046
2020
Q1 		$1K Buy
+400
New +$38.9K ﹤0.01% 1843

Other funds holding DRI

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Creative Planning's DRI Position: Q1 2026 in Review

Creative Planning increased its Darden Restaurants (DRI) stake by 27% in Q1 2026, buying an estimated $1.85M and bringing the position to 42,289 shares worth $8.29M. The position accounts for 0.01% of the portfolio, ranked #818.

Creative Planning first reported a position in DRI in Q2 2013 and has held it in 51 quarters since. 1,026 funds tracked by Wall St. Rank hold DRI as of Q1 2026.

  • Creative Planning held 42,289 shares of Darden Restaurants worth $8.29M as of Q1 2026.
  • Creative Planning bought 9,016 Darden Restaurants shares in Q1 2026, an estimated $1.85M.
  • Darden Restaurants made up 0.01% of Creative Planning's portfolio in Q1 2026, its #818 holding.
  • Creative Planning first reported a position in Darden Restaurants in Q2 2013 and has held it in 51 quarters since.
  • 1,026 funds tracked by Wall St. Rank held Darden Restaurants as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.