Elevation Wealth Partners’s Darden Restaurants DRI Stock Holding History

Elevation Wealth Partners’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 Q3	$85.4K	Buy	442 +60	+16%	+$12.5K	0.02%	230
2026 Q2	$78.7K	Buy	382 +138	+57%	+$27.6K	0.02%	219
2026 Q1	$47.8K	Buy	244 +2	+0.8%	+$411	0.02%	247
2025 Q4	$44.6K	Sell	242 -5	-2%	-$911	0.02%	256
2025 Q3	$47K	Buy	247 +9	+4%	+$1.85K	0.02%	248
2025 Q2	$52K	Buy	238 +1	+0.4%	+$208	0.02%	227
2025 Q1	$49.2K	Buy	237 +2	+0.9%	+$386	0.02%	224
2024 Q4	$43.9K	Buy	235 +2	+0.9%	+$335	0.02%	243
2024 Q3	$38.2K	Hold	233	–	–	0.02%	246
2024 Q2	$35.3K	Hold	233	–	–	0.02%	247
2024 Q1	$38.9K	Buy	+233	New	+$38.7K	0.02%	238

Other funds holding DRI

HCM

Hamlin Capital Management New York $4.04B AUM 11.59% 1-Year Est. Return

VWM

Valley Wealth Managers Paramus, New Jersey $1.76B AUM 33.82% 1-Year Est. Return

FFBTD

First Financial Bank - Trust Division Hamilton, Ohio $1.39B AUM 15.59% 1-Year Est. Return

VIP

Vista Investment Partners Oklahoma City, Oklahoma $384M AUM 29.24% 1-Year Est. Return

CNBT

Canandaigua National Bank & Trust Canandaigua, New York $1.15B AUM

ISB

Iowa State Bank Urbandale, Iowa $592M AUM 21.15% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

MNBTD

Moody National Bank Trust Division Galveston, Texas $1.21B AUM 28.25% 1-Year Est. Return

CAM

Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Elevation Wealth Partners's DRI Position: Q3 2026 in Review

Elevation Wealth Partners increased its Darden Restaurants (DRI) stake by 16% in Q3 2026, buying an estimated $12.5K and bringing the position to 442 shares worth $85.4K. The position accounts for 0.02% of the portfolio, ranked #230.

Elevation Wealth Partners first reported a position in DRI in Q1 2024 and has held it in 11 quarters since. 44 funds tracked by Wall St. Rank hold DRI as of Q3 2026.

Elevation Wealth Partners held 442 shares of Darden Restaurants worth $85.4K as of Q3 2026.
Elevation Wealth Partners bought 60 Darden Restaurants shares in Q3 2026, an estimated $12.5K.
Darden Restaurants made up 0.02% of Elevation Wealth Partners's portfolio in Q3 2026, its #230 holding.
Elevation Wealth Partners first reported a position in Darden Restaurants in Q1 2024 and has held it in 11 quarters since.
44 funds tracked by Wall St. Rank held Darden Restaurants as of Q3 2026.

Based on Elevation Wealth Partners's 13F filing for Q3 2026, filed 7 Oct 2026.