CreativeOne Wealth’s Darden Restaurants DRI Stock Holding History

CreativeOne Wealth’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	$217K	Buy	1,108 +13	+1%	+$2.67K	0.01%	1100
2025 Q4	$202K	Buy	+1,095	New	+$200K	﹤0.01%	1130
2025 Q3	–	Sell	-1,425	Closed	-$311K	–	1165
2025 Q2	$311K	Buy	1,425 +283	+25%	+$58.7K	0.01%	907
2025 Q1	$237K	Buy	+1,142	New	+$220K	0.01%	947
2023 Q3	–	Sell	-1,203	Closed	-$201K	–	648
2023 Q2	$201K	Buy	+1,203	New	+$189K	0.01%	789

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

CreativeOne Wealth's DRI Position: Q1 2026 in Review

CreativeOne Wealth increased its Darden Restaurants (DRI) stake by 1.2% in Q1 2026, buying an estimated $2.67K and bringing the position to 1,108 shares worth $217K. The position accounts for 0.01% of the portfolio, ranked #1100.

CreativeOne Wealth first reported a position in DRI in Q2 2023 and has held it in 5 quarters since. The position peaked at $311K in Q2 2025. 1,026 funds tracked by Wall St. Rank hold DRI as of Q1 2026.

CreativeOne Wealth held 1,108 shares of Darden Restaurants worth $217K as of Q1 2026.
CreativeOne Wealth bought 13 Darden Restaurants shares in Q1 2026, an estimated $2.67K.
Darden Restaurants made up 0.01% of CreativeOne Wealth's portfolio in Q1 2026, its #1100 holding.
CreativeOne Wealth first reported a position in Darden Restaurants in Q2 2023 and has held it in 5 quarters since.
CreativeOne Wealth's Darden Restaurants position peaked at $311K in Q2 2025.
1,026 funds tracked by Wall St. Rank held Darden Restaurants as of Q1 2026.

Based on CreativeOne Wealth's 13F filing for Q1 2026, filed 15 May 2026.